It is a very common problem that the file used to import your sales or Expense transactions (Invoice, Payments, Sales Receipts, Bill, Bill Payments, Checks &, etc.) into QuickBooks may not contain exact Product or Service names as you have in your QuickBooks Online. It could be due to the following scenarios.
- The file is generated by a 3rd party app that does not follow the same name as QuickBooks Online.
- The file is manually created. But we don't follow the same name as QuickBooks Online due to our business.
This Vendor Lookup feature will be very helpful if you run into the above issues.
Steps to match your own Product/Service names with QuickBooks names:
You need to follow the below simple steps for matching your own Product/Service names with QuickBooks Names.
Step 1: Navigate to the Import Settings (Settings Menu >> Import Settings).
Step 2: Click On "Product / Service " and click on the "Lookup" Tab.
Step 3: Download the Sample template and update your File Reference and it's equivalent product name in QuickBooks Names.
Step 4: Upload the updated file.
Step 5: Now the GRID will have your Product lookup list.
How does it work?
Matching a Product name in QuickBooks:
Once you have imported the lookup details, SaasAnt Transactions (Online) will find the Vendor details from the lookup and replace it with QuickBooks Name while sending data to QuickBook Servers.
File Reference: It contains the names as per your QuickBooks Import file.
QuickBooks Reference: It contains equivalent Product Name in QuickBooks.
1. What will happen if I have the same name in QuickBooks and Lookup table(File Reference)?
SaasAnt Transactions (Online) first tries to find a product match from your QuickBooks. If it does not find the proper Product / Service, then it will check your Lookup data. So if you have some names, it will take the name from QuickBooks rather than Lookup.
2. Can I delete all my lookup data?
Yes. You can. Click on the "More" button on the same screen and select the "Clear" option.
3. Can I download my lookup data?
Yes. You can. Click on the "More" button on the same screen and select the "Download" option.
4. Can I delete/edit one of my lookup data?
Yes. You can. Use GRID filters to find the lookup and click on "Delete" or "Edit"