It is not a surprise that most of us want to create multi-line transactions in QuickBooks.

Is it really supported by SaasAnt Transactions?   The obvious answer is a BIG Yes.

SaasAnt Transactions provides an efficient way to import multi-line transactions. It supports multi-line transactions for all types of Sale and Expense Transactions.

How multi-line import to QuickBooks work?

Each line of your file should have a common value such as Transaction Id or Ref No. Our application groups the transactions using the common value (Transaction Id or Ref No).

Let’s get into an experiment. We can assume that we need an INVOICE with multiple line items as below. Of course, the logic works as same for all types of transactions.

multi line transactions

So the file should be like the below sample.  Invoice No is used to group the line items.

multi line transactions

You don’t need to have a common Invoice Number in continuous rows. It is not required. Our app groups the transactions based on common Invoice Number even it spreads across the file. So simple.

For your understanding, we have listed the common ID should be used to group the line transactions.

Transaction Common ID for Multi Line
Invoice  Invoice No
Sale Receipt Sale Receipt No
Credit Memo Credit Memo No
Estimate Estimate No
JournalEntry  Journal No
PurchaseOrder PO No
Payment Ref No
Refund Receipt Refund Receipt No
VendorCredit Ref No
Deposit Deposit No
BillPayment Ref No
Bill Bill No
Check Check No
Expense Ref No
CreditCardCredit Ref No

You can refer to our sample templates to see more examples.  Please check this out.

Some Interesting QuickBooks Hacks:

Some of us might be still thinking about some strange issues. What should we do if we don’t have Common Ref No like Invoice No or Ref No?  It is not a quite complex issue to come over.

You just need to find the common unique number or field like Sale Id or Tracking Id or Product Name. Then map that unique field to  Common Id (Refer above TABLE). Our app takes care of grouping.