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Support : SaasAnt Support Portal

Details: Products. SaasAnt Transactions (Online) Batch/Bulk Import, Export & Delete Tool for QuickBooks Online. Support - PayTraQer. PayTraQer Support Articles | Make your accounting automated using PayTraQer by Recording and Syncing your PayPal, Stripe, or Square transactions with QuickBooks.

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SaasAnt Transactions (Desktop) : SaasAnt Support Portal

Details: How to Use SaasAnt Transaction Software to Import File Transactions/ Lists? View all (9) General Configuration - SaasAnt Transactions (Desktop) Transactions and Lists Supported by SaasAnt Transactions (Desktop) Trial Limitations of SaasAnt Transactions (Desktop) How to report an Issue in SaasAnt Transactions (Desktop)?

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How to Use SaasAnt Transaction Software to Import File

Details: Step-1: File Selection. Firstly select the desired QuickBooks transaction or list type (supported types). Then select the file that you need to import by browsing it (supported file formats). Proceed and select the desired sheet for the chosen file ( applicable only for Excel files) Now press the next button. Step-2: Mapping

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QuickBooks Import File Format for SaasAnt Transactions

Details: This is a common issue when we receive a file from any 3 rd party software. Wrong Format. Below is an example of the wrong file format. The file header is not aligned properly. Workaround. Just delete the unwanted rows or lines from your file and make the proper file headers as your first line. Right Format

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QuickBooks Desktop Import Settings in SaasAnt Transactions

Details: This will help SaasAnt Transactions (Desktop) Software to convert the dates in the file to the valid proper date as per QuickBooks. Find Matching Transactions in QuickBooks by. To identify the existing transactions in your QuickBooks company, you can select one of the below options.

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How to Import Estimates into QuickBooks Desktop

Details: Step 2 - Mapping: Set up the mapping of the file columns corresponding to QuickBooks fields. This step will be automated for you if you use the SaasAnt template file. Download Sample Template file. Step 3 - Review & Import: Review your file data in the Review Grid screen and click "Send to QuickBooks" to upload your file data to QuickBooks.

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How to Import Checks into QuickBooks Desktop

Details: Step 2 - Mapping: Set up the mapping of the file columns corresponding to QuickBooks fields. This step will be automated for you if you use the SaasAnt template file. Download Sample Template file. Step 3 - Review & Import: Review your file data in the Review Grid screen and click "Send to QuickBooks" to upload your file data to QuickBooks.

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QuickBooks Import File Templates for SaasAnt Transactions

Details: Sample template files for SaasAnt Transactions Online. Use the template files to easily import your bulk transactions data into QuickBooks Online. We always simplify your work in importing the data into QuickBooks Online and getting the work done in a jiffy.

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How to Import Bills into QuickBooks Desktop

Details: Step 2 - Mapping: Set up the mapping of the file columns corresponding to QuickBooks fields. This step will be automated for you if you use the SaasAnt template file. Download Sample Template file. Step 3 - Review & Import: Review your file data in the Review Grid screen and click "Send to QuickBooks" to upload your file data to QuickBooks.

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How to Import Credit Card Transactions into QuickBooks

Details: Step 2 - Mapping: Set up the mapping of the file columns corresponding to QuickBooks fields. This step will be automated for you if you use the SaasAnt template file. Download Sample Template file. Step 3 - Review & Import: Review your file data in the Review Grid screen and click "Send to QuickBooks" to upload your file data to QuickBooks.

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How to use Lookup in SaasAnt Transactions

Details: Once you have imported the lookup file, Our app will find the customer/vendor/Account details from the lookup based on the file data. How to configure Lookup? You can configure lookup mapping for Customers, Vendors, Employees, and Items. You need to follow the below simple steps to match your own file names with QuickBooks Names.

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How to Import Transactions with a file using SaasAnt

Details: Multiple files can also be uploaded. If the file contains multiple sheets, please select the sheet name. Select the QuickBooks Online Entity for the selected sheet. If you have uploaded the file based on our recommended template files (Sample template for Imports), then QuickBooks Online fields will be mapped automatically. Please map the

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Bulk Import Estimates into QuickBooks Online from Excel

Details: You can import Estimates from text files or Excel spreadsheets directly into QuickBooks Online using SaasAnt Transactions (Online) software.. Pre Requisites: Connect your QuickBooks Online a ccount to SaasAnt Transactions (Online) App from QuickBooks AppStore by clicking the "Get App Now" button and get the 30 days free trial [No credit card required].

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How to Import Employee List into QuickBooks Desktop

Details: Step 2 - Mapping: Set up the mapping of the file columns corresponding to QuickBooks fields. This step will be automated for you if you use the SaasAnt template file. Download the Sample Template file. Step 3 - Review & Import: Review your file data in the Review Grid screen and click "Send to QuickBooks" to upload your file data to QuickBooks.

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Installation Guide for SaasAnt Transactions (Desktop

Details: Follow the below steps to activate or register "SaasAnt Transactions (Desktop)". Step 1: Open the Register Window ( Subscription >> Register). Step 2: You would have received the license key via email after the successful payment.Kindly check your inbox for an email which has the subject as "SaasAnt: Your license for SaasAnt Transactions (QuickBooks Desktop)".

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How to Import Classes into QuickBooks Desktop

Details: Step 2 - Mapping: Set up the mapping of the file columns corresponding to QuickBooks fields. This step will be automated for you if you use the SaasAnt template file. Download the Sample Template file. Step 3 - Review & Import: Review your file data in the Review Grid screen and click "Send to QuickBooks" to upload your file data to QuickBooks.

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How to Import Other Names into QuickBooks Desktop

Details: Step 2 - Mapping: Set up the mapping of the file columns corresponding to QuickBooks fields. This step will be automated for you if you use the SaasAnt template file. Download the Sample Template file. Step 3 - Review & Import: Review your file data in the Review Grid screen and click "Send to QuickBooks" to upload your file data to QuickBooks.

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How to Import Invoice into QuickBooks Desktop in Bulk from

Details: Import Invoice to QuickBooks Desktop. Import bulk/batch invoices from Supported File Formats directly into QuickBooks Desktop using SaasAnt Transactions (Desktop) application - #1 user rated and Intuit trusted bulk data automation tool built exclusively for QuickBooks.. SaasAnt Transactions (Desktop) supports QuickBooks Pro, Premier, Enterprise, and Accountant Editions.

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Sample Template Files for Importing into QuickBooks

Details: The sample template files are installed within the application. QuickBooks Import Templates The Sample template files are installed within "SaasAnt Transactions (Desktop)". They can be accessed via "Help >> Sample Templates".

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How to Import Sales Receipts into QuickBooks Desktop

Details: Step 2 - Mapping: Set up the mapping of the file columns corresponding to QuickBooks fields. This step will be automated for you if you use the SaasAnt template file. Download Sample Template file. Step 3 - Review & Import: Review your file data in the Review Grid screen and click "Send to QuickBooks" to upload your file data to QuickBooks.

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How to Import Journal Entries into QuickBooks Desktop

Details: Step 2 - Mapping: Set up the mapping of the file columns corresponding to QuickBooks fields. This step will be automated for you if you use the SaasAnt template file. Download Sample Template file. Step 3 - Review & Import: Review your file data in the Review Grid screen and click "Send to QuickBooks" to upload your file data to QuickBooks.

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Bulk Import Time Activities into QuickBooks Online from

Details: You can import Time Activities from text files or Excel spreadsheets directly into QuickBooks Online using SaasAnt Transactions (Online) software.. Pre Requisites: Connect your QuickBooks Online a ccount to SaasAnt Transactions (Online) App from QuickBooks AppStore by clicking the "Get App Now" button and get the 30 days free trial [No credit card required].

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How to Map file data in SaasAnt Transactions

Details: Sometimes, you may receive the files via different channels (3rd party software, manually entered & etc.). So, you need to save the field mappings for each file types. You can save these mappings by clicking “Add / Save Mapping”. You can select the …

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Export transactions from QuickBooks Desktop to SaasAnt

Details: The SaasAnt Exporter feature allows you to download the transactions and Lists from QuickBooks Desktop as an Excel or CSV File. Steps to Export Transactions from QuickBooks: Step 1: Download and install SaasAnt Transactions from here.

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How to Import Payment Items into QuickBooks Desktop

Details: Step 2 - Mapping: Set up the mapping of the file columns corresponding to QuickBooks fields. This step will be automated for you if you use the SaasAnt template file. Download the Sample Template file. Step 3 - Review & Import: Review your file data in the Review Grid screen and click "Send to QuickBooks" to upload your file data to QuickBooks.

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How to Import Price Level List into QuickBooks Desktop

Details: Step 2 - Mapping: Set up the mapping of the file columns corresponding to QuickBooks fields. This step will be automated for you if you use the SaasAnt template file. Download the Sample Template file. Step 3 - Review & Import: Review your file data in the Review Grid screen and click "Send to QuickBooks" to upload your file data to QuickBooks.

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How to Import Sales Orders into QuickBooks Desktop

Details: Step 2 - Mapping: Set up the mapping of the file columns corresponding to QuickBooks fields. This step will be automated for you if you use the SaasAnt template file. Download Sample Template file. Step 3 - Review & Import: Review your file data in the Review Grid screen and click "Send to QuickBooks" to upload your file data to QuickBooks.

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How to Import Transfers in QuickBooks Desktop in Bulk

Details: Step 2 - Mapping: Set up the mapping of the file columns corresponding to QuickBooks fields. This step will be automated for you if you use the SaasAnt template file. Download Sample Template file. Step 3 - Review & Import: Review your file data in the Review Grid screen and click "Send to QuickBooks" to upload your file data to QuickBooks.

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How to Import Purchase Orders into QuickBooks Desktop

Details: Step 2 - Mapping: Set up the mapping of the file columns corresponding to QuickBooks fields. This step will be automated for you if you use the SaasAnt template file. Download Sample Template file. Step 3 - Review & Import: Review your file data in the Review Grid screen and click "Send to QuickBooks" to upload your file data to QuickBooks.

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How to Import Fixed Asset Items into QuickBooks Desktop

Details: Step 2 - Mapping: Set up the mapping of the file columns corresponding to QuickBooks fields. This step will be automated for you if you use the SaasAnt template file. Download the Sample Template file. Step 3 - Review & Import: Review your file data in the Review Grid screen and click "Send to QuickBooks" to upload your file data to QuickBooks.

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Features and Settings

Details: Learn how to use the features such as import settings, mapping file data, exporting transactions from QuickBooks Desktop using SaasAnt Transactions (Desktop) application. Ph: …

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Import Invoices in Bulk into QuickBooks Online from Excel

Details: Click on the "Upload File" Menu and upload your file. Step 1: Select your file and spreadsheet which has the invoice that you want to import. Step 2: Select the QuickBooks entity as an Invoice. Step 3: Set up the mapping of the columns in your invoice import file to the corresponding fields in QuickBooks (Refer below Section).

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How to Import Vendors into QuickBooks Desktop in Bulk

Details: Step 2 - Mapping: Set up the mapping of the file columns corresponding to QuickBooks fields. This step will be automated for you if you use the SaasAnt template file. Download Sample Template file. Step 3 - Review & Import: Review your file data in the Review Grid screen and click "Send to QuickBooks" to upload your file data to QuickBooks.

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How to Import Inventory into QuickBooks Desktop

Details: Step 2 - Mapping: Set up the mapping of the file columns corresponding to QuickBooks fields. This step will be automated for you if you use the SaasAnt template file. Download the Sample Template file. Step 3 - Review & Import: Review your file data in the Review Grid screen and click "Send to QuickBooks" to upload your file data to QuickBooks.

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How to Import Chart of Accounts into QuickBooks Desktop

Details: Step 2 - Mapping: Set up the mapping of the file columns corresponding to QuickBooks fields. This step will be automated for you if you use the SaasAnt template file. Download the Sample Template file. Step 3 - Review & Import: Review your file data in the Review Grid screen and click "Send to QuickBooks" to upload your file data to QuickBooks.

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How to Map a file in SaasAnt Transactions (Online)

Details: After you upload your file, you will see the field mapping screen in SaasAnt Transactions (Online). Here is an example of a field mapping screen. The left side of the page contains “QuickBooks Fields” and the Right Side of the page contains your File Headers. You need to select the “File Header ” for each QuickBooks Field if it is needed.

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Bulk Delete Transactions / Lists in QuickBooks Desktop

Details: 1. Click on "Uploaded Files" Tab in the delete screen. 2. Select the appropriate Date Range. 3. Click the Search Button. 4. Uploaded files will be listed in the grid based on search criteria. 5. Click on "Delete" icon in the grid. 6. Transactions/Lists uploaded via the selected file will be shown. 7.

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How to Import Statement Charges into QuickBooks Desktop

Details: Step 2 - Mapping: Set up the mapping of the file columns corresponding to QuickBooks fields. This step will be automated for you if you use the SaasAnt template file. Download Sample Template file. Step 3 - Review & Import: Review your file data in the Review Grid screen and click "Send to QuickBooks" to upload your file data to QuickBooks.

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How to Import Vehicle Mileage into QuickBooks Desktop

Details: Step 2 - Mapping: Set up the mapping of the file columns corresponding to QuickBooks fields. This step will be automated for you if you use the SaasAnt template file. Download the Sample Template file. Step 3 - Review & Import: Review your file data in the Review Grid screen and click "Send to QuickBooks" to upload your file data to QuickBooks.

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How to import Multiple Line transactions using Multiple

Details: Then we need to map FILE HEADERS to QuickBooks Fields. You can map upto 20 Multiple Line Product / Expense Lines using this mapping settings. You can map Product Name, Rate, Amounts etc. If the file contains only the sales amounts, you can use DEFAULT / OVERRIDE Custom functions to feed the Item Names.

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How to Import Customers/Jobs into QuickBooks Desktop

Details: Step 2 - Mapping: Set up the mapping of the file columns corresponding to QuickBooks fields. This step will be automated for you if you use the SaasAnt template file. Download the Sample Template file. Step 3 - Review & Import: Review your file data in the Review Grid screen and click "Send to QuickBooks" to upload your file data to QuickBooks.

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Bulk Import Sales Receipts into QuickBooks Online from

Details: Import Sales Receipts into QuickBooks Online. You can import Sales Receipts from text files or Excel spreadsheets directly into QuickBooks Online using SaasAnt Transactions (Online) software.. Pre Requisites: Connect your QuickBooks Online a ccount to SaasAnt Transactions (Online) App from QuickBooks AppStore by clicking the "Get App Now" button and get the 30 days free trial …

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Bulk Import Vendors List into QuickBooks Online from Excel

Details: You can import Vendors List from text files or Excel spreadsheets directly into QuickBooks Online using SaasAnt Transactions (Online) software.. Pre Requisites: Connect your QuickBooks Online a ccount to SaasAnt Transactions (Online) App from QuickBooks AppStore by clicking the "Get App Now" button and get the 30 days free trial [No credit card required].

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How to Import Deposits into QuickBooks Desktop in Bulk

Details: Step 2 - Mapping: Set up the mapping of the file columns corresponding to QuickBooks fields. This step will be automated for you if you use the SaasAnt template file. Download the Sample Template file. Step 3 - Review & Import: Review your file data in the Review Grid screen and click "Send to QuickBooks" to upload your file data to QuickBooks.

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How to Import Products/Services into QuickBooks Desktop

Details: Step 2 - Mapping: Set up the mapping of the file columns corresponding to QuickBooks fields. This step will be automated for you if you use the SaasAnt template file. Download the Sample Template file. Step 3 - Review & Import: Review your file data in the Review Grid screen and click "Send to QuickBooks" to upload your file data to QuickBooks.

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How to Import Sales Tax Group Items into QuickBooks

Details: Step 2 - Mapping: Set up the mapping of the file columns corresponding to QuickBooks fields. This step will be automated for you if you use the SaasAnt template file. Download the Sample Template file. Step 3 - Review & Import: Review your file data in the Review Grid screen and click "Send to QuickBooks" to upload your file data to QuickBooks.

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How to Import Credit Card Credits into QuickBooks Desktop

Details: Step 2 - Mapping: Set up the mapping of the file columns corresponding to QuickBooks fields. This step will be automated for you if you use the SaasAnt template file. Download Sample Template file. Step 3 - Review & Import: Review your file data in the Review Grid screen and click "Send to QuickBooks" to upload your file data to QuickBooks.

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Bulk Import Journal Entries into QuickBooks Online from

Details: Import Journal Entries into QuickBooks Online: You can import Journal Entries from text files or Excel spreadsheets directly into QuickBooks Online using SaasAnt Transactions (Online) software.. Pre Requisites: Connect your QuickBooks Online a ccount to SaasAnt Transactions (Online) App from QuickBooks AppStore by clicking the "Get App Now" button and get the 30 days free trial …

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