SaasAnt Transactions Desktop enables QuickBooks Desktop users to export assembly items efficiently in bulk. This guide provides clear steps to export your assembly items seamlessly.

Prerequisites

Ensure you have administrative access to QuickBooks Desktop and a stable internet connection for the initial setup. Verify that your QuickBooks company file is open and updated to the latest version.

Steps for Exporting Assembly Items from QuickBooks Desktop

Step 1: Download, Install, and Connect SaasAnt

Before exporting assembly items, set up the SaasAnt Transactions Desktop application.

• Download: Visit the SaasAnt.com website and download the SaasAnt Transactions Desktop application.

• Install: Run the installer file and follow the prompts to complete installation on your computer.

• Connect: Launch the SaasAnt application, then connect it to your QuickBooks Desktop company file using the on-screen instructions to authorize data access.

Step 2: Configure Export Settings

• Access the Export module in SaasAnt Transactions Desktop after connecting to QuickBooks.

• Select Assembly Item as the QuickBooks data type to focus on assembly item records.

Step 3: Set Date Range

For assembly item exports, use Created or Modified Date to control the timeframe.

Created or Modified Date refers to when the assembly item was created in QuickBooks or last updated.

Select a range using the custom date picker, or pick from quick options like Today, From yesterday, Last 7 days, Last 30 days, etc.

Step 4: Set Export Template

Use the default SaasAnt template for standard assembly item fields.

To customize, click the “+” icon, select desired fields (for example: item name, item type, sales price, cost, income account, expense account, asset account, quantity on hand, reorder point, preferred vendor), name the template, and save it for reuse.

Step 5: Apply Filters (Optional)

Filters help you precisely target specific assembly items, reducing the dataset for faster exports and better focus.

Active Status: Choose Active to export active assembly items, Inactive to export inactive assembly items, or All to include both.

To apply a filter:

Choose Active Status.

Select Active, Inactive, or All.

Click Add or Update Filter.

Your applied filters appear under Current Filter Choices.

To remove the filter, select it and click Remove Selected Filter.

To remove everything, click Clear Filters.

Step 6: Adjust Settings

Customize the export output via settings to match your reporting or integration needs.

Date Format: Switch between formats like MM/DD/YYYY or DD/MM/YYYY for compatibility with other systems.

Show Account Numbers: Enable this if your export includes account fields and you want account numbers shown along with account names.

Toggle settings on or off as needed.

Step 7: Run Search

Click Search to retrieve matching assembly items based on your date range, filters, and settings. Review the preview before proceeding to export.

Step 8: Review and Download Results

SaasAnt displays assembly items matching your criteria.

Select your preferred format: Excel for spreadsheets with formulas or CSV for simple data export.

Click Download to export the file to your computer. Verify the downloaded file contains all expected assembly item data before use.

Step 9: Schedule Recurring Exports (Optional)

SaasAnt offers automated scheduling for regular assembly item exports without manual intervention.

• Provide a Report Name for easy identification.

• Set Frequency as Daily, Weekly, Monthly, or use a Cron Expression for advanced scheduling.

• Specify the export Time.

• Choose Export Mode: Local folder, FTP or SFTP server, Email delivery, or Database connection.

• Select the destination Folder and File Format (Excel or CSV).

• Click Save to activate the schedule. Monitor scheduled jobs via the SaasAnt dashboard for status and logs.