SaasAnt – Questions

1. What is SaasAnt Transactions?

SaasAnt Transactions is a bookkeeping automation tool that helps accountants, bookkeepers, and business owners import, export, delete, and edit large volumes of financial data in QuickBooks and Xero. It eliminates manual data entry and enhances data accuracy through features such as importing, scanning and capturing data, intelligent mapping, validation, and automation.

2. What are the key benefits of using SaasAnt Transactions?

The main benefits include:

• Saves time by automating bulk data tasks

• Reduces manual errors through validation

• Improves workflow efficiency

• Enables easy data migration

• Helps with compliance and reporting

• Reduces operational costs

3. Which accounting platforms does SaasAnt support?

SaasAnt integrates directly with:

• QuickBooks Online

• QuickBooks Desktop

• Xero

4. What file types are supported by SaasAnt for import?

SaasAnt supports a wide range of file types, including:

• Excel (XLS, XLSX)

• CSV

• TXT

• IIF

• PDF (for scanned documents)

• Image files (JPG, PNG)

5. Can I use SaasAnt to extract data from scanned receipts or PDFs?

Yes, SaasAnt uses AI-powered technology to extract data from scanned receipts, invoices, and bank statements in PDF, JPG, or PNG formats.

6. Does SaasAnt offer tools to clean up data in QuickBooks or Xero?

Yes. SaasAnt allows:

• Bulk deletion

• Live editing

• Batch modifications 

These tools help clean up historical data or fix errors in large datasets.

7. How does SaasAnt improve data accuracy?

SaasAnt has built-in features such as:

• Intelligent field mapping

• Real-time error checks

• Pre-import data validation

 This reduces the risk of incorrect entries in QuickBooks or Xero.

8. Can I schedule recurring data imports in SaasAnt?

Yes, with automated workflows, users can schedule recurring imports via:

• Email

• FTP/SFTP

• Zapier

9. What types of transactions/ lists can I import with SaasAnt?

You can import over 35+ QuickBooks/Xero data types, including:

• Invoices

• Bills

• Expenses

• Payments

• Journal Entries

• Customers, Vendors, Employees

• Chart of Accounts

• Sales Receipts, Estimates, Credit Memos, etc.

10. How does the rollback feature in SaasAnt work?

If you import a batch incorrectly, SaasAnt allows you to undo the entire import using the Rollback feature, restoring your accounting file to its previous state.

11. Can SaasAnt export data from QuickBooks?

Yes, SaasAnt supports bulk export of data from QuickBooks or Xero into formats like Excel and CSV, useful for audits, reports, or backup.

12. Is SaasAnt secure?

Yes, SaasAnt is SOC 2 certified and uses:

• SSL encryption

• User access controls

 to ensure your data remains secure and traceable.

13. Does SaasAnt support multiple companies?

Yes. SaasAnt supports multi-company management, making it ideal for bookkeepers or firms managing multiple client files.

14. Can I create custom rules in SaasAnt?

Yes. You can create workflow rules for things like:

• Auto-categorization

• Field mapping

• Import behavior based on data conditions

15. How does field mapping work in SaasAnt?

When uploading a file, SaasAnt reads your column headers and lets you map them to QuickBooks/Xero fields. It also provides AI suggestions and lets you save or customize these mappings for future use.

16. What is the typical workflow in SaasAnt?

1. Connect to your QuickBooks or Xero company

2. Choose action: Import, Export, or Delete

3. Upload your file or select data to delete/export

4. Map your fields / Set filters for delete/export

5. Review and adjust settings

6. Run the import or export

7. Review results and errors (with rollback option)

17. Can I delete existing QuickBooks data using SaasAnt?

Yes. SaasAnt offers a Bulk Delete option that enables users to bulk delete transactions or lists from QuickBooks or Xero, utilizing filters such as date range or transaction type, as well as more advanced filters based on the data being deleted.

18. What kind of support does SaasAnt offer?

SaasAnt provides multi-channel support including:

• Email

• Chat

• Phone

They also offer in-depth documentation and user guides.

19. Who is SaasAnt best suited for?

SaasAnt is built for:

• Accountants and Bookkeepers

• Small to large business owners and managers handling bookkeeping

• CPAs, Financial Controllers, Managers

• Firms managing clients with high-volume data in QuickBooks/Xero

20. Is there a difference between SaasAnt Transactions Online and Desktop?

Yes.

• SaasAnt Transactions Online connects to QuickBooks Online or Xero through a web app.

• SaasAnt Transactions Desktop is installed on your PC and connects to QuickBooks Desktop company files locally.

21. Does SaasAnt offer a free trial?

Yes. SaasAnt offers a 30-day free trial that allows new users to explore its core features, including importing, exporting, and editing transactions in QuickBooks or Xero. The trial includes access to tools like field mapping, live editing, and AI-powered data extraction from files and receipts—so users can test the platform’s value before committing to a paid plan.

22. Does SaasAnt support uploading multiple PDF/image documents at once for import?

Yes. You can upload several PDFs or images in one batch. SaasAnt reads them, shows you the extracted data together, and lets you review and prep everything before sending it to QuickBooks.

23. Is there any sample template available for SaasAnt Transactions?

Yes. SaasAnt provides sample spreadsheets so your columns match what QuickBooks Online expects.

24. What does “Live Edit” mean, and how does it work?

Live Edit lets you change QuickBooks transactions inside SaasAnt without juggling CSVs. Pick the records, edit the fields, and apply the changes in a few clicks.

25. With SaasAnt Transactions, can I modify QuickBooks Online transactions directly, or do I need to delete and re-import them?

You can modify them directly. Use Live Edit or the modify option to update existing transactions instead of deleting and re-importing.

26. How can SaasAnt Transactions assist accountants with tax season?

It cuts manual entry by handling bulk imports and exports, and keeps everything consistent. That means faster cleanup and fewer mistakes when deadlines hit.

27. Can bookkeepers use SaasAnt Transactions for multiple clients?

Yes. You can connect and manage multiple client files from one SaasAnt Transactions online account. Each client’s data stay separately so you can switch between books without mixing anything up.

28. Does SaasAnt let me upload several transaction files at once with the Multi-File Upload feature?

Yes. You can upload up to five files in one batch. Go to Bulk Upload, enable “Do you want to process Multiple Files?”, add each file, pick the sheet, set the transaction type and mapping for each, then start the import. SaasAnt processes them in the right order (for example, invoices before payments) so dependent transactions post correctly.