QuickBooks is the unanimously admired accounting software that has helped millions of small and mid-sized businesses. QuickBooks is of great help to accountants and CPAs across the globe. They are much relieved with QuickBooks regarding data entry and accounting. It simplifies the way accounting works.

But as the saying goes, every coin has the other side, QuickBooks also has some limitations in terms of bulk data importing and exporting.

Scroll down to tap into how to import an Excel file into QuickBooks.

How to Import Bulk Transactions into QuickBooks Online

The regular process of doing it is by manually inputting transaction details into QuickBooks entry one by one. You heard it right, one by one. Think of a scenario wherein you have to feed a whole lot of transactions into QuickBooks. That is really a time taking and labour intensive process.

Importing transactions manually into QuickBooks is a tedious task. It is a redundant effort. Doing the same thing, again and again, might be tiring. Also, manual data entry is highly prone to errors.

We may seek an option to bulk import transactions into QuickBooks Online from Excel. So, the easiest way you can do it is by importing Excel, with bulk transactions into QuickBooks.

Here is an easy way you can replace your stretchy process with a 5-minute import tool to move transactions in just clicks.

Connecting QuickBooks with SaasAnt Transactions Online

QuickBooks simplifies accounting for you. Excel is the popularly used spreadsheet to accommodate data and transactions. But there is a discrepancy between Excel and QuickBooks. Have you ever wondered if there is a way to bridge between Excel and QuickBooks?

We have heard you.

We have come up with a spectacular application that connects Excel with QuickBooks. It is SaasAnt Transactions and the role is to import your transaction data from excel files into QuickBooks. Not just importing, SaasAnt Transactions has a great tool for QuickBooks export to Excel as well.

Seems like a relief?

A big relief.

Read more: How to Connect SaasAnt Transactions (Online) with QuickBooks Online?

Steps for Importing Excel into QuickBooks

These steps will teach you how to import Excel into QuickBooks.

To get started, you will have to sign up with SaasAnt Transactions, which is open for a 30-day free trial.

Step 1: You have to connect your QuickBooks account with SaasAnt Transactions. Go to QuickBooks Apps Store. Type ‘SaasAnt’ in the search bar. You will find the SaasAnt Transactions application there. Click on the ‘Get the App Now’ button.

Step 2: Getting signed up for SaasAnt Transactions is not a tedious process. You can sign in with your QuickBooks credentials or your saasant login id and password. Enter your credentials to it and login for SaasAnt Transactions.

Step 3: Click on New Import from the list found on the left side of the screen.

Step 4: Now hit the Browse button and choose the desired file from your computer. Or you can drag and drop your file here.

Step 5: You will see the selected files on the screen. Now tap the Submit button to submit your files.

Step 6: Choose your file and select the sheet that you want to import. Also, select the required QuickBooks entity, wherein you have to mention if you are importing invoice, expense, refund receipt, purchase order, or others. You will have to do this individually for each sheet.

Step 7: Now we come to the mapping part. This is the most crucial step in importing, but if you observe the guidelines carefully, it is very simple.

On the left column, you can see the QuickBooks Attributes by default based on the QuickBooks entity you have selected. In the right column, you have to map your headers with respect to the QuickBooks attribute it has to go with.

For instance, let’s consider that you are importing an invoice. So, you would have uploaded the Excel sheet and selected Invoice from the QuickBooks Entities. Now, you will see the QuickBooks attributes for invoices in default on the left of your screen. One of the QuickBooks attributes is the Invoice Number. But you have the invoice numbers listed under the S.No in your Excel sheet.

This way, QuickBooks cannot understand and take in your invoice number, even though you have it. So, you will have to instruct the software by mapping the fields. You can see a drop-down box, which has your File Header from your sheet, to the right of each attribute.

Now, choose the right file header from the drop-down box to map them correctly. Repeat the process for each QuickBooks attribute.

Step 8: After you map each field, click the Review Mapping option from the bottom to see if you have made the mapping right. You can see the visual representation of your mapping. If everything seems perfect, hit Continue.

Step 9: You shall now click Review to review your mapping in the grid format. The grid is editable so that you can make changes wherever required.

Step 10: Now hit Upload if everything is at the right place. Your file will be uploaded. And you shall check the status by clicking on the Status icon, on the top of the screen, sitting left to the notification bell icon.

The number in the green brackets is the number of imports and those in the red are the number of errors.

Your file will not be imported if there is some error, to preserve accuracy and to prevent future mess. Hit the Upload Failed Lines button to import Excel to QuickBooks after correcting the errors.

Just with the above mentioned few clicks, you can eliminate hours of labour with manual data entry. Think of manually entering all the fields for a bundle of transactions. We may miss out on some values, or mistakenly enter wrong values that may ruin the whole record and inflict the credibility of your reports. 

Here is a great way to eliminate manual labour, errors and stress in data entry. Now, you don’t have to get your head struck during the financial closings to locate the error.

You can have complete peace of mind and spare your time to think of ways to enhance your business and customers.

Supported File Formats for QuickBooks Import

Though Excel is the often imported spreadsheet format, you are not damned to import only Excel files. You can also import files other than Excel into QuickBooks.

The following are the file formats supported for QuickBooks import.

Text files with .txt or .csv extension. (only comma separated delimiter supported), spreadsheets with .xls extension and the popular Excel workbook with .xlsx extension.

Read More: File Format guidelines for QuickBooks Import in SaasAnt Transactions (Online)

Transaction Types Supported by SaasAnt Transactions

File Formats for Export from QuickBooks

Using SaasAnt Exporter, you can export your transactions in the following file formats.

You can export your transactions from QuickBooks as Excel files with .xlsx or .xls extension, CSV format files.

Steps to Export Transactions from QuickBooks Online to Excel

Not just with importing, SaasAnt Transactions is always at your service for exporting as well. Most of the time, we would need to share our transactions through mail or other platforms. Or we may need the transactions for analysis in the meetings or other business purposes. That is when you are in need of an exporter.

Here are the steps that you have to follow to export from QuickBooks to Excel.

Step 1: Select the Export button from the list on the left of your screen. The Export tab appears.

The Exporter screen will have default filter options based on Entity, Date Type, and Date Range.

Step 2: Choose the Entity that you want to export from the drop-down box near the Entity. And specify the dates.

Step 3: Select the Date Type by which you prefer to search.

Some lists are created in QuickBooks on a particular date. But the actual invoice date would be some other day. So by using this search filter, you can easily pick the transaction you are looking for. 

We have the following Date Types to ease your search.

Search by Created Date - This search brings you all the transactions created on the given date in your selected entity.

Search by Transaction Date – This will fetch you all the transactions that occurred on the given date.

Search by Last Updated Date – This will get you transactions last updated on the specific date.

Step 4: Now hit the Search button. The Exporter fetches you every transaction related to the specified date and entity.

If it is still hard for you to locate the file that you are looking for, we have got you a customized filter to narrow down your search. Click the Customize button, which is on the left to the Search. The customization options change with the Entity you choose. Customize and employ your filter to easily spot your desired transaction.

Step 5: You can find the required transaction from the search results. Click and download it as a CSV file.

Read more: How to export transactions from QuickBooks using SaasAnt Transactions (Online)?

Benefits of Importing Excel into QuickBooks using SaasAnt Transactions

Simple Process

With SaasAnt Transactions, you can easily import and export your transactions in a snap.  It’s completely menu-driven and easy to use.

Unlimited Imports

SaasAnt lets you import all types of transactions and lists supported by QuickBooks. And most importantly, you can import unlimited transactions in just seconds. Bulk imports are popular with SaasAnt Transactions.

Unlimited Deletes

Not just with importing and exporting, SaasAnt Transactions lets you delete multiple transactions from your QuickBooks as well. You can remove unwanted transactions in bulk in a few clicks.

Review and Validation

It lets you review your imports and exports before it does the action. You can preview the transaction, recheck and change your preferences before you import or export.

Seamless Integration

It runs super smooth integrating with Google Drive, Box, Dropbox, FTP and SFTP. 

Conclusion

We have seen everything that you needed to know about importing and exporting transactions to and from QuickBooks. If you have not tried our application yet, please visit our product page to know more. Or feel free to drop us a line at [email protected]. We will get to you and help you with a demo to get started. You can also try using our SaasAnt Transactions with a 30-day free trial before you make a purchase.

FAQs

How to get technical help for SaasAnt Transactions (Online)?

Our team of customer support executives are ready to help in case you stuck up somewhere. We also have demo videos and support blogs to assist you offline.

How to use SaasAnt Transactions trial version?

You can start using SaasAnt Transactions with a 30 days free trial for both online and desktop versions. No credit card information needed.

What are the file formats supported by SaasAnt Transactions?

SaasAnt Transactions supports excel and text file formats with .xls, .csv and .txt extensions.

Is there sample file templates available for SaasAnt Tranasctions?

You can download the sample file template from the SaasAnt support portal. Alternatively, you can map the template’s field in SaasAnt Transactions before uploading the file.