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

Step 1: Download, Install, and Connect SaasAnt

Before exporting transfers, 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 Transfer as the QuickBooks transaction type to focus on transfer data.

Step 3: Set Date Range

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

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

• Transaction Date is the transfer date on the transaction.

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 transfer fields.

To customize, click the “+” icon, select desired fields (for example: transfer date, from account, to account, amount, reference number, memo), name the template, and save it for reuse.

Step 5: Apply Filters (Optional)

No filters are available for Transfer in the Export Filter tab.

Use the Date Range in Step 3 to narrow the results before you run the search.

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 transfers based on your date range and settings. Review the preview before proceeding to export.

Step 8: Review and Download Results

SaasAnt displays transfers matching your date range and settings.

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 transfer data before use.

Step 9: Schedule Recurring Exports (Optional)

SaasAnt offers automated scheduling for regular transfer 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.