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Steps to Import Transactions into QuickBooks Desktop from Excel

Are you using QuickBooks Desktop for your Accounting and Bookkeeping? If yes, you would likely manage to import data from multiple sources. QuickBooks Desktop is incredible accounting software that comes with two different versions namely QuickBooks Pro and QuickBooks Premier which makes your accounting experience excellent.

There might be a few circumstances in which you need to import bulk transaction data from external sources.

1. Why do you need to import from excel to QB Desktop?

In general, most information-based systems consider exporting data into excel or CSV files. While trying to import multiple transactions into QuickBooks Desktop, you might come across challenges such as transferring the transaction data in bulk to QuickBooks directly. The process of importing transactions into QuickBooks Desktop from excel may vary based on the existing systems that you’re currently using.

2. How to import bulk transactions into QuickBooks Desktop?

In this article, we are going to discuss the steps to Import Transactions into QuickBooks Desktop from Excel. You can import or export the transactional data into Excel or CSV files simply by using any third-party utilities along with QuickBooks efficiently. To further simplify the process, we are going to use the QuickBooks automation tool, SaasAnt Transactions Desktop built exclusively for QuickBooks Desktop. Using SaasAnt Transactions, you can import, export, and delete bulk transaction data from your QuickBooks Desktop in a click.

3. Steps to Import Transactions into QuickBooks Desktop from Excel

Getting started, you are required to install the SaasAnt Transactions (Desktop) application. The good news is that it comes with a free trial for 30 days. Where you can try it and if you find it simplifying your business process, then you can continue buying with a monthly or yearly subscription pack.

SaasAnt Transactions (Desktop) application supports QuickBooks Pro, QuickBooks Premier, QuickBooks Enterprise, and QuickBooks Accountant Editions.

Importing transactions from excel or CSV to QuickBooks Desktop with SaasAnt Transaction is a breeze with the simplified yet powerful Import wizard.

To import data to QuickBooks from your Excel or CSV file, Follow the below steps:

Step 1: After downloading the latest version of the application, install the application from the “SaasAntTransactions-Setup.exe” file and follow the instructions provided.

Step 2: Start the application and you will see the dashboard on the screen. The trial version would be valid for 30 days.

Step 3: Selecting the file: First select the desired QuickBooks transaction or list type and select the file that you need to import. You can proceed by selecting the desired sheet with the file chosen (for Excel files). Now press the “Next” button.

Step 4: Once your file has been uploaded, the screen for field mapping will appear. Then you will be required to select the File Header against respective QuickBooks Fields if required. This step could be ignored if you use the “SaasAnt Template” file. Now you can save the mappings by clicking Add/Save Mapping. Proceed by clicking the next button.

Step 5: After mapping the fields, you will see the Review & Import screen. Here you can review the data from your excel file before importing it to your QuickBooks company. Once your file is successfully imported, a “QB link” will appear in the list. You can click the link to open the imported transactions/lists in your QuickBooks.

4. Transaction Types Supported by SaasAnt Transactions Desktop

There are multiple types of QuickBooks transactions & lists supported by SaasAnt Transactions Desktop.

  • Customer Transactions: Invoice, Receive Payment, Estimate, Credit Memo, Sales Receipt, Refund Receipt
  • Vendor Transactions: Check, Bill, Bill Payment, Purchase Order, Item Receipt, Item Receipt With Bill, Credit Card Charge, Credit Card Credit
  • Other Transactions: Journal Entry, Time Tracking, Deposit, Transfer, Bank Statement, Credit Card Statement, Inventory Adjustment, Inventory Transfer, Vehicle Mileage
  • Lists: Chart Of Accounts, Customer, Vendor, Employee, Location, Item, Item Discount, Item Payment, Inventory Item, Inventory Assembly, Fixed Asset, Item Group, Price Level, Other Name, Sales Tax, Sales Tax Group, Class

Why should you use SaasAnt Transactions?

Easy to Use: With the easy-to-use interface, just Upload the File, Map your fields and start Importing to QB Desktop. There you go.

Unlimited Imports: Import unlimited transactions from Excel, and CSV to QuickBooks Desktop. SaasAnt Transactions supports all types of QuickBooks Transactions & Lists.

Unlimited Exports: Using SaasAnt Transactions Desktop, Export Unlimited records and fields from your QuickBooks Desktop into Excel or CSV files.

Unlimited Deletes: If you have mistakenly imported the wrong data, no worries. You can easily delete multiple transactions within a click by using SaasAnt Transactions.

Preview & Validation: SaasAnt Transactions lets you preview and edit your import data with a simple yet powerful data grid. Also, it validates the pre-uploaded transactions and maps all the QuickBooks fields after importing.

User Friendly: The user interface and dashboard are built with the best industry standards for an excellent user experience.

Premium Support: If you get caught in a situation, where you are expected to deal with any issues by yourself, the SaasAnt support team will always be available. The SaasAnt team of experts will help you right away when you need it.

What’s more, SaasAnt Transactions will help take so many hours off your work schedule, giving you more time to relax or focus on your Small/Medium business growth.

Read more: Salary Slip Format: Download Salary Slip Format In Excel, Word & PDF

To Conclude

To sum it up, this QuickBooks automation tool is time-saving, stress-relieving, and efficient and it is a must-have tool for QuickBooks accounting and bookkeeping. And thus it makes a strong foundation for your accounting system. There cannot be any other way to describe it.

Ajeet Sharma, the founder of Financegab and a well-known name in the field of financial blogging. Blogging since 2017, he has the expertise and excellent knowledge about personal finance. Financegab is all about personal finance which aims to create awareness among people about personal finance and help them to make smart, well-informed financial decisions.


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