This is available in the Step 3: Review & Import screen or directly under "Edit" Menu in the menubar. The number of home currency units it takes to equal one unit of currency specified under CurrencyĪ host of powerful customisations for your file data is available with Import Settings. Reference to the Currency in which all amounts on the associated transaction are expressedĭefault is 1, applicable if multi-currency is enabled for the company. Linked Invoice transaction reference numberĪccounts Receivable account reference to this Payment Reference Text (Max Length: 31 Characters) Linked Statement Charge transaction reference number Reference Text (Max Length: 41 Characters)Ĭustomer Look up Strategies with Import Settings- Full Name, First Name, Company Name, Account NO., Resale NO., Custom Field, Look up More detailed instruction of 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 local computer folder or click "Sample Templates" to navigate to SaasAnt sample file in local. Step 1 - File Selection: Select "QuickBooks Transaction Type" as "Payment".Just follow a simple 3 step process to bulk import your receive payments to QuickBooks.Ĭlick Import button in the Dashboard screen or Import option from the File menu in the menubar to navigate to File Selection screen of the Import wizard( Step 1). Importing with SaasAnt Transaction is a breeze with our simplified and powerful Import wizard. Steps for Importing Receive Payments into QuickBooks Follow this article for a detailed installation instruction.
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 Receive Payments 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. Import Receive Payments into QuickBooks Desktop
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