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Frequently Asked Questions - SaasAnt Transactions (Online)

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: support@saasant.com.

 

2. How do I signup for the trial?

 We are providing 30 days of 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 Separted) 
  • XLS
  • XLSX

 

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 which are having 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 there any resources available to assist with using SaasAnt Transactions (Online)?

Yes. Check out these tools available online.
Video Link: Video Guide
Guides: Import Guide
Support Email Id: support@saasant.com

 

8.  Can I undo an import?

Yes. If the data imported is unusable, then 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 are using 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 Profile Menu available at the top.

  

10. How do I get a refund?

 If you have subscribed for Monthly billing, You are not eligible for a refund as per our refund policy.

 If you are in Annual Billing, we will refund the amount calculated based on a pro rata basis (prorated).  
 

Please send an email to billing@saasant.com 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. Both your import data 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 definitely 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 get 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 billing@saasant.com 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 

 


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