how to import transactions from excel to quickbooks

HOW TO IMPORT TRANSACTIONS FROM EXCEL TO QUICKBOOKS SOFTWARE

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.

HOW TO IMPORT TRANSACTIONS FROM EXCEL TO QUICKBOOKS SOFTWARE

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

How to import transactions from excel to quickbooks