This is available in the Step 3: Review & Import screen or directly under "Edit" Menu in the menubar. Import SettingsĪ host of powerful customisations for your file data is available with Import Settings. NEGATIVE Amount will be considered as Expense/ CheckĬustomer name associated with this deposit.Īll (*) marked fields are mandatory. POSITIVE Amount will be considered as Deposit Amount Reference to the Expense Account Name or Income Account Name associated with the transaction. Name, Account Number or Custom Field Value can be given. Reference to Vendor,Employee or Customer. The Description about the Expense or Deposit Transaction. Name of the Bank / Cash Account for this transaction.Ĭheck Number or Reference number for the transaction. If the file has separate columns for Credit and Debit, It can be be directly mapped too.
If the transaction has NEGATIVE Amount, it will be considered as Expense/ Check. If the transaction has POSITIVE Amount, it will be considered as Deposit. Now we can import this file using SaasAnt Transactions (Desktop). Let's modify the file to add above details. Dateīank statement has deposits and Expenses.To import Deposits and Expenses (Checks),we need to mention Let's assume that we have a file which contains following bank statement. More detailed instructions on the steps are available in this article. 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. This step will be automated for you if you use the SaasAnt template file. Step 2 - Mapping: Set up the mapping of the file columns corresponding to QuickBooks fields. "Select Your File" - You can either click "Browse File" to browse and select the file from the local computer folder or click "Sample Templates" to navigate to SaasAnt sample file locally. Step 1 - File Selection: Select "QuickBooks Transaction Type" as "Bank Statement". You can easily import bank transactions into QuickBooks desktop from excel.Ĭlick the Import button in the Dashboard screen or Import option from the File menu in the menubar to navigate to the File Selection screen of the Import Wizard( Step 1). Just follow a simple 3 step process to bulk import your file data to QuickBooks. Importing with SaasAnt Transaction is a breeze with our simplified and powerful Import wizard. Steps for Importing Bank Transactions to QuickBooks Desktop 
Follow this article for detailed installation instruction.
You can download the free trial of the software directly from the SaasAnt Website.
SaasAnt Transactions (Desktop) supports QuickBooks Pro, Premier, Enterprise, and Accountant Editions. Import Bank Statements from Supported File Formats directly into QuickBooks Desktop using SaasAnt Transactions (Desktop) - #1 user rated and Intuit trusted bulk data automation tool built exclusively for QuickBooks. I mport Bank Transactions into QuickBooks Desktop
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