Frequently Asked Questions - SaasAnt Transactions (Online)

January 2, 2025

FAQ - SaasAnt Transactions (Online)

1. Where can I get technical help for SaasAnt Transactions (Online)?

You can send us an email to our support email id: [email protected].

2. How do I sign up for the trial?

We are providing a 30-day trial period for all the new signups. 

3. Does the import file need to be in a specific format?

Yes. SaasAnt Transactions (Online) currently supports the following formats,

  • CSV (Comma Separated Values) 

  • XLS

  • XLSX

  • IIF

4. Do you have any sample files or templates?

 Yes. We do have. Sample template for Imports.

5. What transaction types and lists can be imported to QuickBooks Online using SaasAnt Transactions (Online)?

SaasAnt Transactions (Online) supports the following Lists & Transaction Types in QuickBooks Online.

Customer Transactions: 

  • Invoice  

  • Receive Payment

  • Estimate 

  • Credit Memo

  • Sales Receipt

  • Refund Receipt

Vendor Transactions: 

  • Expense

  • Check 

  • Bill

  • Bill Payment

  • Purchase Order

  • Vendor Credit

  • Credit Card Credit

Lists & Other Transactions:

  • Customer

  • Vendor 

  • Employee

  • Location

  • Product / Service

  • Time Activity

  • Journal Entry

  • Deposit

  • Transfer

6.  How do I import transactions with more than one line item?

You can group your transactions using the Ref Number Column in your Excel or CSV File.

Please refer to the below discussion

https://support.saasant.com/support/solutions/articles/14000053173-multi-line-transactions-import-made-easy

7.  Are any resources available to use SaasAnt Transactions (Online)?

Yes. Check out these tools available online.
Video Link:
Video Guide
Guides:
Import Guide
Support Email Id:
[email protected]

8.  Can I undo an import?

Yes. If the imported data is unusable, please use the DELETE TRANSACTIONS functionality of SaasAnt Transactions (Online) to delete your transactions.

9.  How do I create or reset my password for my login with SaasAnt Transactions (Online)?

If you use Intuit Credentials to login to SaasAnt Transactions (Online), please log in to QuickBooks to change your password. If you want to use our Login Credentials, You can change the password by visiting the Profile Menu at the top.

10. How do I get a refund?

 All products are sold “as is”. You assume responsibility for your purchase, and no refunds will be issued. 

 Please send an email to [email protected] for any Billing-related queries. 

11. How do you secure my data?

 We use Strong SSL to encrypt all requests between you and our server. Your import and QuickBooks Online data are never shared and are used solely for functional use.

12. Can I import my own Excel file?

Yes. We encourage you to use our template files. But you can use your own Excel file. 

13.  After the successful Paypal or 2Checkout payment, got some error page. What to do?

You don't need to panic. We have an offline Auto Sync Mechanism with PayPal. We will take care of your payment. Your profile status will be updated within 30 minutes. Please send an email to [email protected] if the status does not change automatically.

14.  Why should I use SaasAnt Transactions (Online)?

  We have very good reasons for that.

  •  Elegant User Interface.

  •  Best Quality.

  •  Best in Technology.

  •  Best in Pricing.

  •  Best Packaging

  •  Best Support 

Automated data Import / Export to QuickBooks Online
Say goodbye to the hassle of managing transactions manually
Grow exponential with Clear Financial Visibility