Learn how to import your transactions using our app SaasAnt Transactions for Quickbooks Online into your Quickbooks.
SaasAnt Transaction Online lets you import your bulk data into your QuickBooks Online. This article will help you to see how our app is performing in importing data. Here are the steps on how you do it.
Connect SaasAnt Transactions with your QuickBooks Online!
Steps for Importing Transactions into QuickBooks Online:
You have to complete just 4 steps to import files using our application SaasAnt Transactions (Online).
Step 1: Import
To start your import you should have the data in Excel or CSV file or you can use our sample template to import transactions using our app. please click on the New Import option (on the left–hand side).
You can drop the file directly on the Dropdown picture or you can click on the Browse file option to select the file from your computer location.
Click on Submit(at the bottom left corner to proceed with the next screen).
Step 2: Select sheet & select Transaction type:
Selecting the sheet option for users who have more than1 in their excel. This option will help you to select the sheet you would like to import. Please note that the select sheet view will differ according to the mapping you have selected
Neo Mapping View (default View) & Classic mapping View (detailed explanation available in mapping steps)
Step 3: Mapping the fields:
After selecting the Transactions type, it will take you to the Mapping screen where you have to map your file headers with QuickBooks Header. Our application fetches and creates transactions as per the file headers that were mapped with QuickBooks Attribute.
Learn more about the mappings.
There are 2 types of Mapping:
Neo mapping: It is the default mapping on the left- hand side you can see the “QuickBooks Attribute (denotes the attributes in QuickBooks)” and your “File Header (denotes the header that is available in your file)” will be in the right-Hand side.
Kindly click on the File Header dropdown and match it with the correct QuickBooks attribute
Classic Mapping: In the Classic view the file Header will be on the right-hand side and the QuickBooks attribute on the left side.
Preview Screen will help you to view all the selected headers in the mapping and it will also give you an idea of how it's going to create those transactions in your QuickBooks (It will show which file header is mapped with Which QuickBooks attribute).
Learn more about the import settings
Step 4: Review and Upload screen:
The review screen is the last screen before uploading the file into your QuickBooks. You can review all the information provided in the file. You can also edit information directly in the review(the grid is editable) instead of changing the file.
Note: Our app will ignore the info provided in the file and it will create transactions as per the information available in the review if you made any changes to the review screen.
Click on the Upload option to create transactions in your QuickBooks.
Learn more about the sample templates.
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