How to Import CSV into QuickBooks Desktop

Manually entering invoices and transactions into QuickBooks Desktop can be tedious, especially when handling large amounts of financial data. Whether you're an accountant, bookkeeper, or small business owner, finding a reliable way to import CSV files directly into QuickBooks Desktop can streamline your workflow and enhance accuracy.

This blog will walk you through importing CSV files into QuickBooks Desktop using SaasAnt Transactions Desktop.

Also Read: How to Import CSV into QuickBooks Online

This blog is ideal for accountants, bookkeepers, small business owners, and QuickBooks Desktop users who want to import CSV files efficiently, automate financial data entry, and reduce errors using SaasAnt Transactions Desktop.

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Import CSV into QuickBooks Desktop: Quick Instructions

• Connect SaasAnt Transactions from the QuickBooks Desktop.

• Upload your CSV file

• Check and Import.

• Rollback (undo) if needed.

How to Import CSV into QuickBooks Desktop: Step-By-Step Guide

Follow the steps below to import the Invoice in CSV file format in QuickBooks Desktop using SaasAnt Transactions Desktop.

Step 1: Install and Connect SaasAnt Transactions

• Download the latest SaaSAnt Transactions Desktop version.

• Run SaasAntTransactions-Setup.exe as an administrator.

• Accept the license agreement and complete the installation.

• Open the app, go to Subscription > Register.

• Enter the license key from your confirmation email.

• Keep your internet connection active.

Step 2: Launch SaasAnt Transactions Desktop

• Start by opening the SaasAnt Transactions Desktop app on your system.

• Ensure that QuickBooks Desktop is open and connected to your company file before proceeding.

Step 3: Connect to QuickBooks Desktop

To access Journal Entries, you need to connect the SaasAnt Transactions Desktop with QuickBooks Desktop. Here's how:

• Go to the ‘File’ menu in the top-left corner of SaasAnt Transactions Desktop.

• Click ‘Connect to QuickBooks’ from the dropdown.

Step 4: Open SaasAnt Transactions

On the SaasAnt dashboard:

• On the top left side of the SaasAnt Transactions dashboard, you can see the menu bar with various options.

• Select “Edit,” and select “Import” under the edit dropdown.

• The Dashboard appears as shown in the image below.

• Select “Invoice” from the SaasAnt Transaction Type dropdown and upload your CSV file.

• Select “SaasAnt Default Mapping” under the Saved Mapping dropdown.

Note: You can import various file formats, including XLS, XLSX, CSV, IIF, text files.IFF, .QIF, .OFX, .ACCDB, .MDB, .XLSM, .XLSB and XLS. Below is a detailed list of the transactions and list types that are supported:

Step 5: Mapping Fields

• Ensures the mapping of essential fields, including invoice number, customer, invoice date, etc.

• Select “Next” at the bottom right of the dashboard.

Step 6: Review and Import the Data

• Click the “Send to QuickBooks” option at the bottom right of the dashboard, as shown in the image below.

• SaasAnt will now push your Invoice in CSV file format into your connected QuickBooks Desktop account. 

• The Invoice is reflected in the dashboard. 

• At the bottom right, click the “More” dropdown and select the option to download your Invoice for reference. 

• Additionally, next to the download option, you can see “Undo”, which allows you to roll back your “Invoice”.

Step 7: Verify in QuickBooks Desktop

• Open QuickBooks Desktop, go to the “Customers” menu, and select “Customer Centre”.

• Search for the customer name you imported. 

This final step ensures that your data is accurate and appropriately reconciled within QuickBooks.

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Also Read: How to Import Invoices into QuickBooks Desktop

Wrap Up

Importing CSV files into QuickBooks Desktop is not as hard as it seems. With SaasAnt Transactions Desktop, you can automate the import of data, cut down on manual efforts, and maintain clean and consistent financial records. This improves your accounting efficiency and gives you more time to concentrate on essential business tasks. Whether you are working with invoices, bills, or journal entries, SaasAnt simplifies and strengthens your import process.

By leveraging trustworthy platforms like QuickBooks for your accounting processes and SaasAnt for transaction management and automation, you can enhance the overall workflow, minimize errors, save time, and acquire greater financial insight. 

If you have inquiries regarding our products, features, trial, or pricing, or if you require a personalized demo, contact our team today. We are ready to help you find the ideal solution for your QuickBooks workflow.

Frequently Asked Questions

1)  Can I import other entities besides invoices using SaasAnt?

Yes, SaasAnt Transactions allows you to import various other entities such as bills, journal entries, payments, credit memos, and others.

2) Do I need to open QuickBooks Desktop while importing?

Yes, you need to have QuickBooks Desktop open and connected to your company file while importing.

3) Can I undo an import if I made a mistake?

Certainly. SaasAnt has an "Undo" option that allows you to easily revert imported transactions.

4) What happens if there's a mismatch in the CSV data?

SaasAnt will notify you about errors in the mapping or review process, allowing you to resolve them before the final import.

5)  What are the file types supported by SaasAnt Transactions Desktop?

SaasAnt Transactions Desktop supports various file formats, including XLS, XLSX, CSV, IIF, text files.IFF, .QIF, .OFX, .ACCDB, .MDB, .XLSM, .XLSB and XLS.