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How to Import Locations / Departments List into QuickBooks Online (U.S)?

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.


Import Locations/Departments List into QuickBooks Online


SaasAnt Transactions (Online) Fields


Field Name
Format
Description
Name
Characters
Name of the Location.
Parent Location
Characters
Name of the Parent Location.


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