If you have several hard copies of invoices to upload into QuickBooks, doing it manually can take a long time and lead to errors. While QuickBooks offers a native feature, it often causes problems like duplicate uploads or stops working altogether.
That’s why using reliable Invoice Scanning Software for QuickBooks is important. SaasAnt Transactions is an affordable, CPA-recommended Invoice Scanning Software for QuickBooks, rated 4.9 in the QuickBooks app store for its reliability.
In this blog, we’ll guide you step-by-step on how to use SaasAnt for easy invoice scanning into QuickBooks. Let’s get started!
Take pictures of the invoices and simply convert your check images to PDFs with free online tools. Then, follow the easy instructions to integrate SaasAnt with QuickBooks.
Assuming you have converted the check image to PDF, you can start with a 30-day free trial immediately.
Integrate SaasAnt Transactions from the QuickBooks app store.
Upload the PDF file, and SaasAnt will read your PDF.
Map the file fields to QuickBooks fields.
Review and Import.
Rollback (undo) if needed.
Find SaasAnt Transactions in the QuickBooks App Store and connect it to your QuickBooks account. This certified, secure app keeps your data safe and well-managed.
Go to the SaasAnt Transactions dashboard, select "New Import," and choose “Invoice." Browse and upload your PDF file. [This feature allows you to upload Invoices, Sales Receipts, Expenses, Checks, Bills, and Bank Statements]
This feature will map the fields in your PDF file to the fields of QuickBooks.
Review the data mapped to avoid mistakes and ensure the accurate alignment of all details. SaasAnt facilitates data review and corrections, helping you identify and resolve errors. Upon confirming the data accuracy, click ‘Upload’ to import your file into QuickBooks Online.
The uploaded invoices will appear with their reference number upon successful import. Click on the reference number to verify whether that transaction has been uploaded into QuickBooks. You can also roll back (undo) the imported data if needed.
If you want to simplify the import process even further, consider automating the bulk upload of your financial statements. With SaasAnt Transactions, you can automate this task using Email, FTP/SFTP, or Zapier. This approach can save time and reduce manual effort, making your workflow more efficient.
Related Reading: Here’s a detailed article on Email, FTP/SFTP, or Zapier automation.
We've discussed all the essentials of how the invoice scanning software for QuickBooks works in SaasAnt. This practical application overcomes QuickBooks' challenges with bulk data imports, providing a quick, error-free, and time-saving solution. Plus, you can start immediately with a 30-day free trial, and there's no need to enter credit card information. If you are facing any trouble, you can always email support@saasant.com.
Invoice Scanning Software for QuickBooks, like SaasAnt Transactions, simplifies the process of uploading hard copy invoices into QuickBooks. It allows users to upload the PDFs of the scanned invoices and automatically extract relevant details, reducing manual entry errors and saving time. SaasAnt is a CPA-recommended solution, rated 4.9 in the QuickBooks app store for its reliability.
To start using SaasAnt Transactions, first take pictures of your invoices and convert them to PDFs. Then, integrate SaasAnt with QuickBooks from the app store. You can begin with a 30-day free trial, upload your PDF files, map the fields to QuickBooks, review the data, and import it easily. This makes it an effective Invoice Scanning Software for QuickBooks.
Yes, SaasAnt Transactions offers automation features that allow you to simplify the invoice upload process. You can automate bulk uploads of financial statements using Email, FTP/SFTP, or Zapier. This capability not only saves time but also reduces manual effort, enhancing your overall workflow with this Invoice Scanning Software for QuickBooks.
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