SaasAnt Transactions Desktop enables QuickBooks Desktop users to export estimates efficiently in bulk. This guide provides clear steps to export your estimates 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 Estimates from QuickBooks Desktop

Step 1: Download, Install, and Connect SaasAnt

Before exporting estimates, 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 Estimate as the QuickBooks transaction type to focus on estimate data.

Step 3: Set Date Range

Choose the date type with two options: Created/Modified Date or Transaction Date.

• Created or Modified Date refers to when the estimate was originally entered into QuickBooks or last edited.

• Transaction Date is the business date on the estimate itself (for example, the date the quote was created for the customer).

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 estimate fields.

To customize, click the “+” icon, select desired fields (for example: customer details, estimate number, amounts, tax, item or service lines, memo), name the template, and save it for reuse.

Step 5: Apply Filters (Optional)

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

• Account: Select the relevant account to filter estimate-related records where applicable (commonly Accounts Receivable in many setups).

• Customer: Filter by one or more customers to export estimates created for specific clients.

• Reference No: Use this to narrow the export to specific estimate reference numbers. You can also use the Operation field to control how the reference value is matched.

To apply a filter:

• Choose the filter on the left, select the value, then click Add or Update Filter.

• Your applied filters appear under Current Filter Choices.

• To remove one 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 Customer or Vendor by Account Number: Display customer IDs instead of names for reference-based matching.

• Show Transaction Lines: Include detailed estimate line items or export summary-level estimate data.

• Show Account Numbers: Add numeric account codes alongside names for cleaner review and reconciliation.

Toggle settings on or off as needed.

Step 7: Run Search

Click Search to retrieve matching estimates based on your criteria. Review the preview before proceeding to export.

Step 8: Review and Download Results

SaasAnt displays estimates matching your date range, filters, and settings.

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

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

Step 9: Schedule Recurring Exports (Optional)

SaasAnt offers automated scheduling for regular estimate 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.