If a company relies solely on manual file sharing, moving, managing, and distributing files to accounting platforms like QuickBooks will be challenging. Let's look at how SaasAnt transactions Desktop can be used in these situations to help businesses and accountants quickly import files.

To configure automation for the import process local

1) Login into the Quickbooks Desktop application

2) Open the SaasAnt Transactions Desktop application

3) Click the "File Menu" tab and connect to Quickbooks.

4) Click on Automation and select Import

5) After selecting Import, Click on Create 

How to set up Import automation from local Computer Folders?

1)  Click on Create to schedule the automation.

2) Select the QuickBooksType (Entity).  Ex: Invoice, Bill, Payment.

3) Select your Saved Mappings 

Note: If you dont have a mapping saved choose "SaasAnt Default Mapping"

4) Provide a name for your Automation.

5) Select the Frequency ( Daily or use Cron expression )

6) Browse your local computer folder path (ex, C:\Users\Test\Desktop\ST Desktop)

Note: Check the Process Duplicate file to process the file with the same name kept under the respective automation folder.

7) Click "Save" to enable the automation.

Once the configuration is complete, the automation will process the file kept under the respective automation folder with an interval of 1hr.

Note: As of now, the import automation process is only supported for local locations and not for FTP/ SFTP.

Frequently Asked Questions:

Can I import different types of transactions from a shared folder?

Absolutely. Our "Import Automation" feature allows you to define unique configurations for various transaction types from a shared folder according to the configuration.

Note: In trial only one entity can be configured per Automation.

How can I make changes to my Import automation settings?

You can easily modify your import automation settings by returning to the "Import Automation" feature from the Automation Menu. From there, Click on Edit under the Schedule to adjust destination folders, filters, frequency, and other options to match evolving business requirements.

Can I pause or disable Import automation if needed?

Certainly, our application enables you to pause or disable import automation at any time using the "Import Automation" feature in the Automation Menu by adjusting the slider to disable or enable. This flexibility ensures that you have complete control over the automation process.

How do I know if the Import Automation was successful?

Access the Audit logs from the Import Automation feature next to each automation to verify whether the data has been imported into QuickBooks from local servers.

Can I Instantly run the import automation?

Certainly, the SaasAnt Transactions application enables you to instantly automate the process by accessing the "Import Automation" feature from the Automation Menu. Once there, click "Run now," which helps you bypass the lengthy wait for your files to be processed.

How long does it take to process the file?

SaasAnt will check the configured folder every 1 hour and process each file individually.

You can reach out to us at support@saasant.com if you are stuck somewhere. You can also schedule a personalized free demo with us if you need better clarity to connect with us by clicking Demo.