August 25, 2025
Import Sales Orders from Supported File Formats directly into QuickBooks Desktop using SaasAnt Transactions (Desktop) - #1 user rated and Intuit trusted bulk data automation tool built exclusively for QuickBooks.
SaasAnt Transactions (Desktop) supports QuickBooks Pro, Premier, Enterprise, and Accountant Editions.
You can download the free trial of the software directly from the SaasAnt Website. Follow this article for detailed installation instruction.
This guide outlines the complete process of importing data into QuickBooks Desktop, from downloading the application to reviewing the final results.
Before you can import, you need to set up the Saasant Transactions application.
Download: Go to the Saasant.com website and download the Saasant Transactions Desktop application.
Install: Run the installer and complete the installation on your computer.
Connect: Open the Saasant application and connect it to your QuickBooks Desktop company file by following the on-screen instructions. This will authorize Saasant to access and import data into your file.
From the Saasant home screen, you have two options to begin:
Click the Import button.
Go to the File menu and select Import.
On the first screen, you will need to define what you are importing.
Choose Transaction/List Type: Use the dropdown menu to select the type of data you want to import here “Sales Orders”
Download a Sample Template (Optional): You can download a sample CSV/spreadsheet file. This template shows you the correct column structure and formatting for a successful import.
Select Your File: Click Browse File to locate and select the CSV or spreadsheet file you want to import from your computer.
This is a critical step where you tell Saasant how the columns in your file correspond to the fields in QuickBooks.
Automatic Mapping: Saasant will automatically map columns from your file if their headers match the QuickBooks field names.
Manual Mapping: If your column names are different, you can manually select the correct QuickBooks field from the dropdown list for each of your columns.
Customization Options: Use advanced options to manipulate your data during the import:
Set value if empty: Fill in a default value if a cell in your file is blank.
Merge: Combine data from multiple columns into a single QuickBooks field.
Override: Replace existing data with new information.
View Mandatory Fields: Click the Show Important Fields button to see which fields are required by QuickBooks for the transaction type you are importing.
Save Your Mapping: You can save your mapping configuration. This creates an efficient workflow for future imports, as you won't have to map the same file format again.
The final screen, "Review and Import," gives you a last chance to check and modify your data before it goes into QuickBooks.
Review Your Data: Your data is displayed in a spreadsheet-like grid. You can review all entries for accuracy.
Make Final Edits: The fields in the grid are editable, allowing you to make last-minute corrections directly within Saasant.
Filter Data: If you have a large file, use the filter options to find and review specific lines or make bulk changes.
Selective Import: Use the checkboxes next to each row to select or deselect specific lines you want to import or skip.
Configure Import Settings: Click Import Settings to access powerful automation features:
Assign transaction numbers (e.g., Invoice No, Check No) from your file.
Specify the date format used in your file.
Set rules for finding and handling matching transactions already in QuickBooks.
Automatically create new Customers, Vendors, Products/Services, or Accounts if they don't already exist.
Once you are satisfied with the review and settings:
Click the Send to QuickBooks button to start the validation and import process.
If you need to start over, click Select file again.
After the import, a results screen will appear, clearly showing which lines were successful and which failed with errors.
The import results screen provides tools for troubleshooting and finalizing the process.
Fix Errors: For each failed line, an error message will explain the problem (e.g., "No account found in the specified name").
Click the Fix button next to the error to correct the data in the table directly.
After making corrections, you can attempt to re-import only the failed lines.
Undo Import: If there are major issues with the entire import, click the Undo button. This will safely delete all records created in QuickBooks during this specific import session.
View Logs: You can access detailed Warning and Error Logs for further analysis.
Field Name | Format | Description |
---|---|---|
Sales Order no | Text (Max Length: 11 Characters) | Reference number for the transaction. By default, this value is used only for internal processing by SaasAnt Transactions (Desktop), and QuickBooks auto-generates a new value. This can be changed in the import settings. |
Customer* | Reference Text (Max Length: 41 Characters) | Reference to the customer. |
Sales Order date | Date | Date of the Sales order |
Due Date | Date | Due date of the sales order |
Terms | Text (Max Length: 11 Characters) | Terms of the payment (Net 15, Net 30, etc.) |
PO no | Reference Text | PO number of the transaction |
Ship date | Date | Shipping date of the transaction |
Shipping Address Line 1 | Text (Max Length: 41 Characters) | 1st line of the shipping address |
Shipping Address Line 2 | Text (Max Length: 41 Characters) | 2nd line of the shipping address |
Shipping Address City | Text (Max Length: 31 Characters) | City of the Shipping Address |
Shipping Address State | Text (Max Length: 21 Characters) | State of the Shipping address |
Shipping Address Postal Code | Text (Max Length: 13 Characters) | Zip code |
Billing Address line 1 | Text (Max Length: 41 Characters) | 1st line of the Billing Address |
Billing Address line 2 | Text (Max Length: 41 Characters) | 2nd line of the Billing Address |
Billing Address City | Text (Max Length: 31 Characters) | City of the Billing Address |
Billing Address State | Text (Max Length: 21 Characters) | State of the Billing Address |
Billing Address Postal Code | Text (Max Length: 13 Characters) | Zip code |
Shipping Method | Reference Text | Shipping method of the transaction(Ex: UPS, Federal, DHL, etc.,) |
Memo | Text (Max Length: 4095 Characters) | Internal note to the organization |
Message to Customer | Text (Max Length: 4095 Characters) | A message to the customer of the transaction |
Product/Service Name * | Reference Text (Max Length: 31 Characters) | Item reference from the below options. |
Product/Service Quantity | Decimal | No. of products in the line item |
Product/Service Rate | Decimal | Rate of each product |
Product/Service Inventory BIN | Reference Text | Reference to the Item Site |
Product/Service Inventory BIN | Reference Text | Reference to the Item BIN corresponding to the Site. Should be specified in the Site: BIN format. |
Product/Service Amount ** | Decimal | Amount of the whole transaction |
Product/Service Class | Reference Text (Max Length: 31 Characters) | Class for each row of the transaction |
Class | Reference Text (Max Length: 31 Characters) | Class for the whole transaction |
Product/Service Sales Tax code | Reference Text (Max Length: 31 Characters) | Tax code of the sales |
Product/Service Taxable | Boolean | True/False (OR) Taxable/Non Taxable |
Customer Sales Tax code | Reference Text (Max Length: 31 Characters) | |
Template | Text (Max Length: 21 Characters) | Template Name |
Currency | Text | Reference to the Currency in which all amounts on the associated transaction are expressed. |
Exchange Rate | Decimal | Default is 1, applicable if multi-currency is enabled for the company. |
Sales Tax | Reference Text | Transaction Sales Tax Code |
Customer Sales Tax Code | Reference Text | Tax Code corresponding to Transaction |
FOB | Text (Max Length: 13 Characters) | FOB destination |
Tax Inclusive | Boolean (True/False) | Tax calculation method. |
All (*) marked fields are mandatory.
A host of powerful customization for your file data is available with import settings. This is available in the Step 3: Review & Import screen or directly under the "Edit" Menu in the Menubar. Some of the very useful settings for transactions include:
Find Matching Transactions in QuickBooks by: Identifier to locate existing transactions in your QuickBooks.
Action When a Matched Transaction Found: If an existing transaction is found for the above setting identifier, the corresponding action will be taken. You can Duplicate/ Ignore/ Update/ Append existing transactions in your QuickBooks.
Pre-Import Validation: Validate the complete file before importing to QuickBooks. By turning this setting ON, file rows will be imported only after cleaning up all the issues in the file. This option, however, will delay the import.
More details about the settings related to the Automatic creation of Items, Assigning reference numbers from the file, etc, are available in this article.
Most of us would have questions while moving data to your QuickBooks Online. Some of them for your reference below:
I want to import Sales Orders with Sales Order Numbers from the File. Is it supported?
Yes. It is supported.
Will your application support Multi Line Transactions?
Yes. It will. To group the transactions, the same Sales Order Number must be presented in multiple lines.
I made some mistakes in the Import, and my QuickBooks reports got corrupted. Is there any way to undo or revert my Import?
It is possible to undo the import completely/ partially with the Delete feature.
Does your app support taxes?
Yes. It does.
I don't want to create products automatically for my invoices. I can't create products before each upload. Is it supported?
Yes. It is. You can auto-create unavailable products/ services Or turn this setting off in the import settings.
My file has some specific date format. I don't want to change the file. Will your product support all date formats?
Yes. You can select the specific date format per your requirement in the import settings.
Do you have any sample templates?
Yes. We do have. Sample Template
What file types does SaasAnt Transactions Desktop support for importing into QuickBooks Desktop?
SaasAnt Transactions Desktop supports XLS, XLSX, XLSM, CSV, TXT, and IIF.
How do I report the issues if I am stuck?
Feel free to drop an email to support@saasant.com