Our whole team is celebrating today with the launch of “SaasAnt Transactions” Your feedbacks drove us to deliver this awesome software -Thank You.
We’re excited to give you the power to manage all your desktop accounting needs in one central location.
What SaasAnt Transactions can do?
1. Bulk Import Transactions/Lists
2. Bulk Export Transactions/Lists
3. Bulk Delete Transactions/Lists
4. Endless customizations
5. Activity Tracking
6. Audit Trail of Bulk Operations
How to import transactions into QuickBooks Desktop?
we are seeing the steps to Import Transactions into QuickBooks Desktop from Excel. You can import or export the transactional data into Excel or CSV files simply by using any third-party utilities along with QuickBooks efficiently. To further simplify the process, we are going to use the QuickBooks automation tool, SaasAnt Transactions Desktop built exclusively for QuickBooks Desktop. Using SaasAnt Transactions, you can import, export, and delete bulk transaction data from your QuickBooks Desktop in a click.
Steps to Import Transactions into QuickBooks Desktop from Excel:
Getting started with, you are required to install the SaasAnt Transactions (Desktop) application. The good news is that it comes with a free trial for 30 days. Where you can try it and if you find it simplifying your business process, then you can continue buying with a monthly or yearly
subscription pack.
Follow the link to start using: SaasAnt Transactions (Desktop)
SaasAnt Transactions (Desktop) application supports QuickBooks Pro, QuickBooks Premier, QuickBooks Enterprise, and QuickBooks Accountant Editions. Importing transactions from excel or CSV to QuickBooks Desktop with SaasAnt Transaction is a breeze with the simplified yet powerful Import wizard.
To import excel into QuickBooks with your bulk transaction data, Follow the below steps
Step 1: After downloading the latest version of the application, install the application from the “SaasAntTransactions-Setup.exe” file and follow the instructions provided.
Step 2: Start the application and you will see the dashboard on the screen. The trial version would be valid for 30 days.
Step 3: Selecting the file: First select the desired QuickBooks transaction or list type and select the file that you need to import. You can proceed by selecting the desired sheet with the file chosen (for Excel files). Now press the “Next” button.
Step 4: Once your file has been uploaded, the screen for field mapping will appear. Then you will be required to select the File Header against respective QuickBooks Fields if required. This step could be ignored if you use the SaasAnt Template file. Now you can save the mappings by clicking Add/Save Mapping. Proceed by clicking the next button.
Step 5: After mapping the fields, you will see the Review & Import screen. Here you can review the data from your excel file before importing it to your QuickBooks company. Once your file is successfully imported, a “QB link” will appear in the list. You can click the link to open the imported transactions/lists in your QuickBooks.
Batch Import / Export / Delete QuickBooks Transactions
Upload, Map your file, and Import transactions into QuickBooks Desktop
The best part? These new features are only the beginning. We’ve got a ton of exciting news coming your way. Stay Tuned. To know more, Hit this link.
Download it Now for QuickBooks Desktop / Enterprise (US, Canada & UK)
SaasAnt Transactions lets you preview and edit your data with a simple and powerful data grid. It validates all the details before the data reaches the QuickBooks Desktop.
If you have any questions, you can email /chat with us.
SaasAnt Team.
