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SaasAnt Migration User Guide - Excel Accounting to QuickBooks Online

SaasAnt Migration User Manual - Transferring Excel Accounting Data to QuickBooks Online

SaasAnt Migration stands out as a powerful tool designed to facilitate the seamless transfer of financial data from Excel spreadsheets to QuickBooks Online. Its primary goal is to simplify the often complex process of transferring vital accounting information, ensuring a smooth transition. This guide provides confident and assertive steps to successfully extract and import data into QuickBooks, ensuring your Accounting Migration is a resounding success.



Welcome to the SaasAnt Migration Program user guide – your dedicated service for transferring accounting data seamlessly from Excel or other spreadsheet applications to QuickBooks, in collaboration with Intuit. Trusted by nearly 50,000 users globally, SaasAnt ensures a smooth and hassle-free transition, prioritizing accuracy, reliability, and efficiency.

Key Features:

Our program is designed to transfer a comprehensive set of financial data, covering opening balances, invoices, credits (AR), bills, credits (AP), purchase orders, bank transactions (deposits), and master data such as the Chart of Accounts, Customers, Vendors, Products & Services, and Employees. Additionally, journal entries, including balances and adjustments, will be included as required.

Scope of Migration:

  1. Bank Transactions (Payments, Deposits, Expenses)
  2. Credit Card Transactions (Card usage details in terms of purchases)
  3. Outstanding open invoices (AR)
  4. Outstanding Open Bills (AP)
  5. Master Data Migration: Chart of Accounts, Customers, Vendors, Products & Services, etc.
  6. Journal entries will be used for balances & adjustments if needed

Migration Limitations:

  1. Only reconciled account periods (months) will be migrated.
  2. Multi-currency transactions will be converted into home currency and migrated into QuickBooks.
  3. Inventory Details/Adjustments are not part of this migration

SaasAnt Migration workflow process:

SaasAnt performs migration in 5 simple steps.

  1.   Webinar Demo for Migration Process
  2.   Onboarding to the migration portal
  3.   Uploading your data into  SaasAnt Migration Template
  4.   Validating the integration of the data
  5.   Data Migration and Sign-off

To initiate the migration, please register your interest with SaasAnt via the following link: Sign up for Free Demo 

Step 1: Webinar Demo for Migration Process:

Receive educational guidance from SaasAnt Experts via a webinar demo on how to complete the migration template effectively.

Step 2: Onboarding to the Migration portal:

Attend a public demo to understand the migration processes. After a successful demo, receive an email invitation to sign up for the Migration Portal, providing contact details, company information, and migration details.

For more information, please refer to How to Sign up & Update SaasAnt Migration Form 

Step 3: Uploading your migration data into the SaasAnt Template:

Download the required migration template from the portal, including the bank register, credit card registers, open bills, and invoices, along with master data for customers, vendors, and products.

For more information, refer to this article on updating the SaasAnt migration template: Migration template

Step 4: Validating the integrity of the data:

If mandatory or important information is missing, the SaasAnt migration team will promptly notify the customer and address other gaps in the template. The customer will be requested to provide the necessary information through email or by resubmitting it in the Migration tool.

For more information, refer to this guide: Data Validation

Step 5: Data Migration & sign off:

The SaasAnt Migration Expert team will transfer your master data and transaction details into QuickBooks, ensuring all data is encrypted for security reasons under company standards to safeguard customer information. Following the migration, you will receive a notification and be prompted to verify the accuracy of the transferred data.


The FAQ (Frequently Asked Questions) page plays a crucial role in a knowledge base by addressing the most common questions customers may have. It proves valuable to customers at every stage of their journey with the migration process.

1) What information will be migrated during the process?

  • Bank Transactions (Payments, Deposits, Expenses)
  • Credit Card Transactions (Card usage details)
  • Outstanding Open Invoices (AR)
  • Outstanding Open Bills (AP)
  • Master Data Migration (Chart of Accounts, Customers, Vendors, Products & Services, etc.)
  • Journal entries for balances & adjustments if needed.

2)  Are there any limitations to the migration process?

  • Only reconciled account periods (months) will be migrated.
  • Multi-currency transactions will be converted into the Home Currency for migration.
  • Inventory details/Adjustments are not part of this migration.

3) Is it possible to upload the bank statement extracted from the bank portal? 

Uploading the bank statement directly is not an option; however, you can enter the details of the bank transactions into the 'bank register' template

4) What templates are available, and how are they used? 

Templates include Bank Register, Credit Card Register, Open Invoices, Open Bills and product master Fill them accurately for efficient migration.

5) Do we need to update if there is no transaction related to the credit card? 

If there is no transaction, there is no need to update the credit card template

For more information, refer to this article on frequently asked questions.

Feel free to reach out to us at if you need any further assistance.

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