This guide explains the recommended SaasAnt Transactions Online import settings and field mappings for importing UPS Store data into QuickBooks Online.

You can use these mappings for the following transaction types:

• Invoice

• Receive Payment

• Journal Entry

• Credit Memo

Before importing UPS Store data, configure the recommended settings and verify that each source column is mapped to the correct QuickBooks Online field.

Configure Import Settings

Before uploading and importing your UPS Store file, review the following settings in SaasAnt Transactions Online.

General Settings

Note: Keep Apply Suggestions Automatically turned OFF when importing UPS Store data.

Transaction Settings

Note: Keep Use the Transaction Reference Numbers from the uploaded file turned OFF before starting the import.

Invoice Field Mapping

When importing UPS Store invoices, map the UPS Store columns to the corresponding QuickBooks Online fields as shown below.

Important Mapping Notes

• Ref Number is mapped to the Invoice No field.

• Profit Center is mapped to the Product/Service field.

• Line Desc is used as the Product/Service description.

• Line Qty is mapped to the Product/Service quantity.

• Line Amount is mapped to the Product/Service Rate field.

Receive Payment Field Mapping

For UPS Store Receive Payment data, use the following mapping.

Important Mapping Notes

• Ref Number is mapped to the Receive Payment Number.

• Customer1 is mapped to the QuickBooks Customer field.

• Payment Ref Number is used as the payment reference number.

• Line Amount is mapped to the payment amount.

• Deposit To Account should match an existing bank or deposit account name in QuickBooks Online.

Journal Entry Field Mapping

Use the following field mapping when importing UPS Store Journal Entries.

Important Mapping Notes

• Ref Number is mapped to the Journal No field.

• Txn Date is used as the Journal Entry date.

• Account is mapped to the corresponding QuickBooks account.

• The UPS Store Memo column is mapped to both Description and Memo.

• Line Amount should contain the amount for each debit or credit line.

Credit Memo Field Mapping

UPS Store Credit Memo transactions use the same export file structure as Invoices.

Therefore, you can use the same field mapping used for Invoices when importing Credit Memos into QuickBooks Online.

Review the mapping on the preview screen before completing the Credit Memo import.

Best Practices for Importing UPS Store Data

Follow these recommendations before importing your UPS Store files into QuickBooks Online:

• Keep Apply Suggestions Automatically turned OFF.

• Keep Use the Transaction Reference Numbers from the uploaded file turned OFF.

• Review all field mappings before clicking Import.

• Check the preview screen to make sure the UPS Store columns are mapped to the intended QuickBooks fields.

• Make sure Customer, Account, and Product/Service names match the corresponding names in QuickBooks Online.

• Verify the Deposit To Account used for Receive Payments before importing.

• After completing your first successful import, save the mapping so that you can reuse it for future UPS Store imports.

Summary

When importing UPS Store data into QuickBooks Online through SaasAnt Transactions Online, configure the recommended import settings first and use the mappings in this guide for Invoices, Receive Payments, Journal Entries, and Credit Memos. Reviewing the mappings and preview data before importing helps ensure that UPS Store information is placed in the correct QuickBooks fields.