You can import Locations/Departments from text files or Excel spreadsheets directly into QuickBooks Online using SaasAnt Transactions (Online) software.
Pre Requisites:
Connect your QuickBooks Online account to SaasAnt Transactions (Online) App from QuickBooks AppStore by clicking the "Get App Now" button and get the 30 days free trial [No credit card required].
Importing Locations/Departments List into QuickBooks Online:
To import bulk/batch locations and Department List into QuickBooks Online using the SaasAnt Transactions (Online) application, follow the steps below
Click on the "Upload File" Menu and upload your file.
Step 1: Select your file and spreadsheet which has the Locations/Departments that you want to import.
Step 2: Select the QuickBooks entity as Locations.
Step 3: Set up the mapping of the columns in your Locations/Departments import file to the corresponding fields in QuickBooks (Refer below Section).
Step 4: Click Import and your Locations/Departments will be directly added to your QuickBooks company.
The important step in the import is to map your file headers to the QuickBooks field in Step 3 of the import. Some key steps below:
- You need to map your file headers to "SaasAnt Transactions (Online)" fields. This mapping will enable us to import your transactions properly in to QuickBooks company.
- In the mapping screen, we have the "Preview Mapping" button which can help you to visualize your current mappings as per the QuickBooks screen with your file headers.
- Please refer basics of field mappings for more info. If you have any confusion or doubts, feel free to drop an email to support@saasant.com.
SaasAnt Transactions (Online) Fields
| Field Name | Format | Description |
|---|---|---|
| Name | Characters | Name of the Location. |
| Parent Location | Characters | Name of the Parent Location. |