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How to Import Other Names into QuickBooks Desktop?

Import Other Names 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 a detailed installation instruction.


<<Quick Video>>


Basic Import Steps


Importing with SaasAnt Transaction is a breeze with our simplified and powerful Import wizard. Just follow a simple 3 step process to bulk import your file data to QuickBooks.


Click Import button in the Dashboard screen or Import option from the File menu in the menubar to navigate to  File Selection screen of the Import wizard(Step 1).

  • Step 1 - File Selection: Select "QuickBooks Transaction Type" as "Other Name". "Select Your File" - You can either click "Browse File" to browse and select the file from local computer folder or click "Sample Templates" to navigate to SaasAnt sample file in local.
  • Step 2 - Mapping: Set up the mapping of the file columns corresponding to QuickBooks fields. This step will be automated for you if you use the SaasAnt template file. Download Sample Template file.
  • Step 3 - Review & Import: Review your file data in the Review Grid screen and click "Send to QuickBooks" to upload your file data to QuickBooks.

More detailed instruction of the steps are available in this article.


Mapping QuickBooks Fields


Field Name
Format
Description

Name

CharactersCustomer Name

Account Number

DecimalAccount number for the customer

Company Name

CharactersName of the Company
Title
CharactersMr./Ms./etc., 

First Name

CharactersFirst Name of the Customer

Middle Name

CharactersMiddle Name of the Customer

Last Name

CharactersLast name of the Customer 

Address Line 1

Text (Max Length: 41 Characters)
First line of the address.

Address Line 2

Text (Max Length: 41 Characters)
Second line of the address.

Address City

Text (Max Length: 31 Characters)
City name.

Address Postal Code

Text (Max Length: 13 Characters)
Postal code (zip code for USA and Canada).

Address Country

Text (Max Length: 21 Characters)
Country name.

Address State

Text (Max Length: 21 Characters)
Region within a country.

Contact Name

CharactersPreferred contact name for the customer
Phone
Decimal/numbersPhone number of the customer

Fax

Number/DecimalFax number of the customer

Alt. Phone

Number/Decimal
Alternate Phone number of the Customer

Alt. Contact Name

CharactersAny alternate name for customer

Email

emailEmail ID of the customer

 

All (*) marked fields are mandatory. 


Import Settings


A host of powerful customisations for your file data is available with Import Settings. This is available in the  Step 3: Review &amp; Import screen or directly under "Edit" Menu in the menubar. Some of the very useful settings for lists includes:

  • Action When a Matched List Found: If an existing list entity is found with the given name then the corresponding action to be taken. You can choose to Show Warning/ Update existing transaction 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 file. This option however will delay the import.

More details about the settings related to managing list import are available in this article.


FAQ's


Most of us would have some questions while moving data to your QuickBooks Online. Some of them for your reference below:

  • I want to import Invoices with Invoice Numbers from File. Is it supported?

            Yes. It is supported.

  • Will your application support Multi Line Transactions?

            Yes. It will.

  • 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 as per your requirement in the import settings.

  • Do you have any sample templates?

            Yes. We do have. Sample Template

  • What are the file types supported by your application?

            TXT, CSV, XLS, XLSX etc. Supported File Formats 


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