Understanding the Credit Structure in SaasAnt Transactions Online

September 1, 2025

Understanding the Credit Structure in SaasAnt Transactions Online

What is Credit Restructure?

The Credit Restructure in SaasAnt Transactions Online is designed to make tracking your usage simple, transparent, and consistent across all features of the app. Instead of having separate limits for different features, we’ve introduced a single credit balance for your account that is applied to every action you take.

Your credit balance is based on the subscription plan you choose. This unified approach ensures you can manage large amounts of accounting data efficiently, without unnecessary complexity or delays.

What’s New

  • A single credit balance is now displayed on your plan and within the app.

  • All usage is tracked per action, and you can review it at any time in your Credit Usability Log.

What’s Not Changing

  • No pricing change or increase — your plan price remains the same.

  • Your renewal date, features, data, and connected companies remain unchanged.

  • Your workflow in SaasAnt Transactions Online is unaffected, except for easier tracking.

How Credits Work?

Credits are consumed based on the type of action you perform in the application.

Credit Usage Breakdown:

Feature

Credit Usage per Action

Imports/Modify

1 credit per line item

Export

0.1 credit per transaction

Delete

0.5 credit per transaction

Reports

1 credit for the report generated

Live Edit

1 credit per line

Backup

0.1 credit per transaction

Receipts

50 credits upon parsing the receipts

AI Excel Converter (PDF to Excel)

50 credits per page

Trial Period Credits

If you are a new customer, your trial plan includes 100 trial credits to explore and test SaasAnt Transactions Online. These credits allow you to experience the key features before upgrading to a paid plan.

Trial Plan Limits & Examples:

Feature

Trial Limit

Example Use Case

Import

Up to 100 lines per import

Upload one file with 100 invoice line items, or split into 2 files of 50 lines each for multiple uploads

Export

1,000 transactions

Download 1,000 sales transactions from QuickBooks Online to check data extraction

Delete

200 transactions

Remove 200 unwanted transactions in bulk for cleanup testing

Reports

100 reports

Generate sales summaries, vendor activity, or other reports

Live Edit

100 edits

Make direct changes to 100-line items without re-importing

Backup

1,000 transactions

Backup up to 1,000 transactions

Receipts

2 receipts

Parse and upload 2 scanned receipts for automated data extraction

Launch Plan Limits and Examples

Feature

Launch Limit

Example Use Case

Import

Up to 5,000 lines total

Bulk upload 5,000 invoice or bill lines across one or multiple files

Export

50,000 transactions

Download 50,000 transactions for review, audit, or migration

Delete

10,000 transactions

Remove 10,000 transactions in bulk during cleanup

Reports

5,000 reports

Run 5,000 reports such as sales or vendor activity

Live Edit

5,000 edits

Make up to 5,000 line edits without reimporting

Backup

50,000 transactions

Back up up to 50,000 transactions

Receipts

100 receipts

Parse up to 100 receipts for automated extraction

Scale Plan Limits and Examples

Feature

Scale Limit

Example Use Case

Import

Up to 50,000 lines total

Bulk upload 50,000 invoice or bill lines across large files or batches

Export

500,000 transactions

Download 500,000 transactions for audits, migrations, or archival

Delete

100,000 transactions

Remove 100,000 transactions during large cleanup projects

Reports

50,000 reports

Run 50,000 reports, including detailed summaries and activity views

Live Edit

50,000 edits

Make 50,000 line edits without reimporting

Backup

500,000 transactions

Back up up to 500,000 transactions

Receipts

1,000 receipts

Parse up to 1,000 receipts for automated extraction

Automate Plan Limits and Examples

Feature

Automate Limit

Example Use Case

Import

Up to 100,000 lines total

Bulk upload 100,000 invoice or bill lines across multiple high volume files

Export

1,000,000 transactions

Download 1,000,000 transactions for enterprise audits or data migration

Delete

200,000 transactions

Remove 200,000 transactions during major cleanup or restructuring

Reports

100,000 reports

Run 100,000 reports for analytics and compliance

Live Edit

100,000 edits

Make 100,000 line edits without reimporting

Backup

1,000,000 transactions

Back up up to 1,000,000 transactions

Receipts

2,000 receipts

Parse up to 2,000 receipts for automated extraction

When You Run Out of Credits

If you’ve used all your credits before the end of your billing cycle, you’ll need to upgrade to the next plan to continue using features without interruption.

Benefits of the New Credit Structure

Aligned with Intuit’s API policies for better compliance and stability

Faster performance for large data files

No QuickBooks limit issues impacting your work

No unexpected charges for high data usage

A consistent and reliable experience for every user

Tip: You can always check your credit balance and usage from your SaasAnt Transactions Online dashboard and review a detailed history in the Credit Usability Log.

SaasAnt Transactions Online – Credit Structure FAQ

1. What is the credit structure in SaasAnt Transactions Online?

Ans : The credit structure is a unified system where all actions in the app use credits from a single balance. This makes it easier to track your usage across all features, based on the subscription plan you choose.

2. What’s new in the credit system?

  • You’ll see one combined credit balance for your plan in the app.

  •  Usage is still tracked per action and is visible in your Credit Usability Log.

3. Does this change affect my pricing or plan features?

Ans: No. Your plan price, renewal date, features, data, and connected companies stay exactly the same. This is not a pricing change or increase.

4. How does the trial period work for new customers?

Ans:  New customers get 100 trial credits to test SaasAnt Transactions Online.

5. What happens if I run out of credits?

Ans:  If you exhaust your plan’s credits before the billing cycle ends, you’ll need to upgrade to the next plan to continue using features without interruption.

6. Where can I check my credit usage?

Ans: You can view your remaining credits and detailed usage history anytime in your SaasAnt Transactions Online dashboard and Credit Usability Log under Billing section.

7. What file types does SaasAnt Transactions Online support for QuickBooks Online imports?

For almost all entities in QuickBooks Online, SaasAnt Transactions Online supports XLS, XLSX, XLSM, CSV, TXT, Google Sheets, and IIF. Additionally, PDF, PNG, and JPEG are supported only for Receipts, Invoices, Bank Statements, Checks, and Expenses.

If you come across any other issues, kindly reach out to support@saasant.com


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