You can import Time Activities 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 Time Activities into QuickBooks Online:
To import bulk/batch Time Activities 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 Time Activities that you want to import.
Step 2: Select the QuickBooks entity as Time Activities.
Step 3: Set up the Mapping of the columns in your Time Activities import file to the corresponding fields in QuickBooks (Refer below Section).
Step 4: Click Import and your Time Activities 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.
- 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 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 [email protected].
How to Import Time Activities into QuickBooks Online using (New User Interface 2.0)
1) Login into SaasAnt Transaction Online
2) Select the New Import Tab.
3) Select Let's import
4) Select Transaction, List, or Attachment to upload your file into QuickBooks.
5) Select the QuickBooks entity as "Time Activities"
6) Select the files you want to upload
7) Set up the Mapping of the columns in your Time Activities
8) Select the "Preview Mapping" button to visualize current mapping based on QuickBooks
9) Select the Upload Tab
10) The data was imported successfully into Quickbooks.
SaasAnt Transactions (Online) Fields
| Field Name | Format | Description |
|---|---|---|
| Name | Characters | Specifies the employee or Vendor. |
| Date | Date | Reference to the Customer. |
| Hours | Decimal | Hours worked. |
| Minutes | Decimal | Minutes worked. |
| Start Time | Time Format | The Time when the work started. |
| End Time | Time Format | The Time when the work ended. |
| Break Hours | Decimal Maximum Value is 8760 | Hours of break taken between start time and end time. |
| Break Minutes | Decimal Maximum Value is 59 | Minutes of break taken between start time and end time. |
| Description | 4000 Characters | |
| Billable Status | Boolean | TRUE if Billable, FALSE If Not Billable. |
| Customer | Characters | Customer Name. |
| Service | Characters | Service Name being offered. |
| Hourly Rate | Decimal | Hourly bill rate of the employee or vendor for this time activity. |
| Taxable | Boolean | |
| Class | Characters | |
| Location | Characters |
Possible Failures & Troubleshooting Tips
Please provide a valid Employee Name or Vendor Name in the "Name" field.
Please provide a valid Customer Name in Customer Field.
Kindly check the value in Start Time, End Time, Break hours, Break Minutes.
Billable Status can be one of the following values
Billable, Not Billable.
Start Time is greater than End Time. Please provide a valid time duration.
Please find the Time Activities template attached here for your reference: