How to share the saved mappings with other users?

September 4, 2025

Steps for sharing the saved mappings with other users in QuickBooks:

Kindly follow the below steps to share the saved mapping with other QuickBooks Online users.

Step 1: Click on the "More" button in the Field mapping screen.

Step 2: Click on the "Share" button in the list.

Share Mapping - SaasAnt Transactions Online.png

Step 3: Enter the New Mapping name for other users.

Mapping Name - SaasAnt Transactions Online.png

Step 4: Select the QuickBooks users from the table.

Step 5: Click on the "Ok" button.

Share Mapping Final Step - SaasAnt Transactions Online.png

FAQ

What file types does SaasAnt Transactions Online support for QuickBooks Online imports?

For almost all entities in QuickBooks Online, SaasAnt Transactions Online supports XLS, XLSX, XLSM, CSV, TXT, Google Sheets, and IIF. Additionally, PDF, PNG, and JPEG are supported only for Receipts, Invoices, Bank Statements, Checks, and Expenses.

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