Import excel to quickbooks online

Import excel to quickbooks online DEFAULT

Using Microsoft Query in Excel to Connect to QuickBooks Online

The CData ODBC driver for QuickBooks Online uses the standard ODBC interface to link QuickBooks Online data with applications like Microsoft Access and Excel. Follow the steps below to use Microsoft Query to import QuickBooks Online data into a spreadsheet and provide values to a parameterized query from cells in a spreadsheet.

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

QuickBooks Online uses the OAuth authentication standard. OAuth requires the authenticating user to log in through the browser. To authenticate using OAuth, you can use the embedded OAuthClientId, OAuthClientSecret, and CallbackURL or you can obtain your own by registering an app with Intuit. Additionally, if you want to connect to sandbox data, set UseSandbox to true.

See the Getting Started chapter of the help documentation for a guide to using OAuth.

You can then work with live QuickBooks Online data in Excel.

  1. In Excel, open the Data tab and choose From Other Sources -> From Microsoft Query.
  2. Choose the QuickBooksOnline DSN. Select the option to use Query Wizard to create/edit queries.
  3. In the Query Wizard, expand the node for the table you would like to import into your spreadsheet. Select the columns you want to import and click the arrow to add them to your query. Alternatively, select the table name to add all columns for that table.
  4. The Filter Data page allows you to specify criteria. For example, you can limit results by setting a date range.
  5. If you want to use parameters in your query, select the option to edit the query in Microsoft Query.
  6. To set a parameter in the query, you will need to modify the SQL statement directly. To do this, click the SQL button in the Query Editor. If you set filter criteria earlier, you should have a WHERE clause already in the query.

    To use a parameter, use a "?" character as the wildcard character for a field's value in the WHERE clause. For example, if you are importing the Customers, you can set "FullyQualifiedName=?".

  7. Close the SQL dialog when you are finished editing the SQL statement. You will be prompted to enter a parameter value. In the next step, you will select a cell to provide this value. So, leave the box in the dialog blank.
  8. Close Microsoft Query. The Import Data dialog is displayed. Enter a cell where results should be imported.

  9. Close the Import Data dialog. You will be prompted to enter a parameter value. Click the button next to the parameter box to select a cell. Select the option to automatically refresh the spreadsheet when the value changes.
The data is now imported into Excel. When you change the value in cell B1, the data will be filtered by the specified search criteria.
Sours: https://www.cdata.com/kb/tech/qbonline-odbc-excel-query.rst
    quickbooks

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    QuickBooks Online

    Import, Delete & Export QuickBooks Transactions from Excel,CSV,IIF & Text Files

    SaasAnt Transactions Online

    SaasAnt Transactions for QuickBooks Online

    Upload ,Map your file and Import transactions into QuickBooks

    Simple process
    Upload File,Map your file and Import
    transactions into your QuickBooks from excel.

    Unlimited Imports
    Supports all type of QuickBooks
    Transactions & Lists.You can import unlimited transactions

    Unlimited Deletes
    you can delete all the QuickBooks
    Transactions & Lists.This could
    help you if you have imported
    the wrong data.

    Great insights
    SaasAnt Transactions lets you
    preview and edit your data
    from the uploaded Transactions & Lists.

    Preview & Validation
    SaasAnt Transactions lets you preview and edit your data online with our simple and powerful data grid. This also validates pre-uploaded data and maps all the QuickBooks errors post-upload to the specific cell.

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    offers you complete control over your data.

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    How to import transactions into QuickBooks Online ?

    STEP 1

    Upload your file (Xlsx,xls or CSV)

    STEP 3

    Review your mapping using preview mode

    STEP 4

    Adjust your import settings and Import.

    Why Choose SaasAnt Transactions Online?


    SaasAnt Transactions Online application is an efficient, time saving, and a must have tool for Accountants, Pro-advisors and Small Business owners using QuickBooks Online. And thus it stands as a strong base for your accounting system.

    SaasAnt Transactions Online comes with a free trial of 30 days. You can try using it and only if you find helpful, you can extend the monthly or yearly subscription. Trusted by more than 50,+ QuickBooks Pro-advisors, CPAs and Small Business owners worldwide.

    You can import/export/delete a complete batch into QuickBooks without any manual work. SaasAnt Transactions Online is power-backed with a myriad feature including data validation, cent percent reliability, without-any shuffles/mismatches.

    Supported Transactions & Lists

    CUSTOMER TRANSACTIONS

    1. Invoice
    2. Receive Payment
    3. Estimate
    4. Credit Memo
    5. Sales Receipt
    6. Refund Receipt

    VENDOR TRANSACTIONS

    1. Expense
    2. Check
    3. Bill
    4. Bill Payment
    5. Purchase Order
    6. Vendor Credit
    7. Credit Card Credit

    OTHER TRANSACTIONS

    1. Journal Entry
    2. Time Activity

    LISTS

    1. Customer
    2. Vendor
    3. Employee
    4. Location
    5. Product/ Service
    6. Chart Of Accounts

    Supported QuickBooks Online Versions


    supported versions

    SaasAnt Transactions supports all versions of QuickBooks

    United States
    Canada
    Australia
    United Kingdom
    Singapore
    India
    Other Countries

    Integrations

    ftp

    FTP

    sftp

    SFTP

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    Feature Comparison of SaasAnt Transactions with Competitors

    SaasAnt Transactions

    Competitors

    Dashboard 
    Imports : Transactions & List Entities
    Imports : General Expenses,Employee 
    Delete Transactions
    Export Transactions / Lists 
    QuickBooks Preview (Simulation) 
    Asynchronous Processing 
    Import History 
    Monthly Price$$
    Yearly Price$$

    * Available only as a separate product

    Trusted by businesses & accounting professionals globally

    Here's why our customers choose SaasAnt

    ZERO problems with this software!

    We recently switched to QBO and using a new POS system. The bad - our POS won't upload to QBO - so I tried SaasAnt on the recommendation of my CPA. Wow! Amazing. Before I was having to enter all our receipts by hand, and all the payments by hand. Taking me about two hours to complete. Now I just download my receipts and payments to a csv file from my POS and upload it through SaasAnt which uploads it to QBO. Takes me about 10 minutes! Love that if I've made a mistake, SaasAnt points it out very quickly. I have had ZERO problems with this software and LOVE it!

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    I've used many importer type systems and this one stands on the top of the list. I was able to import my whole accounting system by using this product from an older out dated system and it worked like a charm. Their customer service was quick to return my emails when I did run into an issue with one of my files. Thanks SaasAnt!

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    How To Import Transactions From Excel Into QuickBooks Online

    Have you ever needed to import data from Excel into Quickbooks? 

    In this scenario, we&#;re going to assume that maybe you intermingled some personal and business expenses on a personal credit card. You then went on to download the transactions from your credit card company as an Excel sheet and deleted all the transactions that weren&#;t business related. This will leave you with an Excel file of business transactions that will need to be imported into QuickBooks. You can accomplish this in a handful of ways but we&#;re going to show you just one here.

    The first thing we need to do is clean up our excel file a little bit. Some Credit Card Companies add headings that can throw off the mechanism that QuickBooks uses to parse the banking file.

    Transaction Excel Sheet

    You might notice that the file we&#;re working with is an XLS file. This will not be usable by QuickBooks &#; we need it to be in CSV format. Converting the file is pretty straight forward. All you need to do is click, File and Save As and change the file type to CSV.

    Use CSV file so Quickbooks can use it as an import.

    Now that we have our file set up, we need to choose which account we want to add the file to. For this example, we&#;re going to choose the Petty Cash account.

    Select petty cash

    Once we click on Petty Cash, we&#;ll be taken to the accounts screen and we&#;ll be able to upload our file. Click downward pointing arrow next to the Updated button in the upper right-hand part of the screen. That will drop down a menu and we&#;ll be able to click on &#;File Upload&#; from there.

    On the next screen, we need to tell QuickBooks where we&#;re getting our data from. It will want to know if we&#;re giving it a file local on our computer or uploading directly from our banking institution. In this example, we exported our CSV previously and that file lives locally on our computer.

    Browse for file or connect your bank.
    Select our register.csv file

    Now that we&#;ve located our file, we need to work with QuickBooks to tell it how to use this file and where it needs to go. On the next page, you&#;ll be presented with a prompt that says &#;Select a QuickBooks account for the bank file you want to upload.&#; In our example, we&#;re going to assign register.csv to our Petty Cash register. You don&#;t always have to assign an existing register, you can always &#;add new&#; and make a new account for your situation.

    Map to petty cash account

    The next step is a bit more tricky but once you do it a couple of times, it will become second nature. Here, we are asked to tell QuickBooks how to interpret the data from each column and how to map that data into a transaction. For example, our QuickBooks transaction has a Date column and our excel spreadsheet has a date column for each transaction. QuickBooks also has a field for Description. The most similar column to description is Column 4, Memo. Finally and possibly the most important part is the data for the amount of the transaction. QuickBooks is smart enough to know that some times banks separate payments and deposits into different columns and sometimes banks lump all the figures into one column and use negative and positive values to distinguish the two types of transactions.

    Identify column names

    The next step is to assist QuickBooks in parsing through the transactions. We&#;ll click next and in the subsequent screen, QuickBooks will present all our transaction data to us as it has been interpreted. You&#;ll see the matching dates, descriptions, and amounts and if everything looks good, you can click next and begin the import.

    Confirm import of transactions

    If everything looks good, we accept the import by clicking &#;let&#;s go.&#;

    Accept transactions

    We still have some work to do after we finish the import as these items do not get put away automatically. We&#;ll be able to confirm this by looking at our Petty Cash tile in our register list. The dollar value for Petty Cash is still zero and we have 44 items in our to-do list.

    View items in the to-do list

    So there you have it! Now you know how to batch import your transactions into QuickBooks Online from a banking file. The remaining steps on how to process these transactions now that they&#;re in QuickBooks can be found in my How to Code Banking in QuickBooks Online article.

    If you&#;d like to see a video walk-through of this information, please see below.

    Sours: https://www.gentlefrog.com/how-to-import-transactions-from-excel-into-quickbooks-online/
    How To Import Transactions From Excel Into QuickBooks Online

    Import or export MS Excel files

    For items

    Follow the steps below if you are importing items and you do not have an Excel or CSV file yet.

    Reminders:

    • Existing inventory items: you CANNOT update their Quantity On Hand (QOH), the value on hand (VOH), or average cost.
    • New inventory items: you can set up a Quantity On Hand (QOH) and a Value on Hand (VOH) and establish an average cost. QuickBooks enters an Adjust Quantity/Value on Hand debiting the item's asset account and crediting Opening Balance Equity.
    • If you want to import item quantities or values and you have Advanced Inventory and Multiple Inventory Sites enabled, you must disable Multiple Inventory Sites before importing.
    • Before importing any data, Back up the QuickBooks company file without overwriting any previous backups.
    • You cannot import Subtotal, Payment, and Sales tax items via the Advanced Import function, but you can import them in an IIF file. For details, refer to Export or import IIF files.

    Step 1: Turn on inventory preferences

    1. Sign in to your company file as Admin.
    2. Make sure you are on the Single-user mode.
      Note: On the File menu, an option to Switch to Multi-user Mode should be available. If not, select Switch to Single-user Mode.
    3. From the QuickBooks Edit menu, select Preferences.
    4. Select Items & Inventory on the left pane, then go to the Company Preferences tab.
    5. Select the Inventory and Purchase Orders are Active checkbox, then select OK.

    Step 2: Set up accounts in your data file

    1. From the Lists menu, select Chart of Accounts.
    2. Right-click anywhere in the Chart of Accounts then select New.
    3. Select Account Type. For this step, you need to create the following account types:
      • Income Account to track sales.
      • Cost Of Goods Sold (COGS) Account.*
      • Inventory Asset Account.*

    Step 3: Create your data with the following for each item:

    • Item Name: Name you want on your item list.
      1. If you are importing Sub-Items, the Parent item must either already exist in the Item List or be above the Sub-item, in the list order, on the spreadsheet you are importing.
      2. If you are importing Sub-Items, the Item Name would be formatted with the Parent separated from the Sub-Item by a colon.

        Example:
        Widgets
        Widgets:Widget
        Widgets:Widget
        Widgets:Widget

    • Item Type: Include the type of item, i.e. inventory part, service, etc. Item name must be spelled out just as you see it in QuickBooks.
    • Description of the Item: Written description of the item that will appear in the Item List, Sales Orders, Sales Receipts, and Invoices.
    • Income Account: Name of the Income Account in which sales of the item will be recorded.
    • Inventory Asset Account: Name of the Asset Account in which the inventory value will be recorded.
    • Name of the COGS Account: Name of the COGS Account in which purchases of the item will be recorded.
    • On Hand Quantity: The Quantity On Hand of the Item (Inventory Items only).
    • Cost of Item: The Cost of the Item.
    • Sales Price: Sales Price of the Item.
    • Total Value: The Total Value of the Item (New Inventory Items only).
    • As Of Date: When the Item was last purchased (New Inventory Items only).
    • Is Passed Thru: Be sure that you put a Y in this column so you can track both the cost and price of the item.

    IMPORTANT: You must use the same name, spelling, and capitalization as it appears in the Chart of Accounts.

    Optional Information:

    • Manufacturers Part Number or SKU: You can also import the part/SKU number of an item.
    • Reorder Point: Once the Item On Hand count reaches this amount, QuickBooks will prompt you to reorder more Items.

    Step 4: Create the spreadsheet

    Create the spreadsheet using these tables as guides:

    User-added image

    User-added image

    User-added image

    Step 5: Prepare to import

    Make sure you know the location of the Excel spreadsheet file. QuickBooks will sync with the spreadsheet during the process.

    1. Start QuickBooks.
    2. Open your company data file.
    3. Back up the QuickBooks company file without overwriting any previous backup.

    Step 6: Import the spreadsheet

    1. Go to the File menu, select Utilities then Import and then  Excel Files.
    2. On the Add/Edit Multiple List Entries, select No.
    3. Select Advanced Import.
    4. Setup a mapping.
      1. Select Browse and choose the Excel file.
      2. Choose the correct sheet in the Excel workbook.
      3. Select the This data file has header rows checkbox to identify the available headers from your file.
      4. On the Choose a mapping dropdown, select Add New.
    5. On the Mappings window:
      1. On the mapping name field, type a name to easily identify the mapping (Customer, Vendors, etc…).
      2. From the Import type dropdown, choose the data you are importing.
      3. Match the QuickBooks and Import Data columns, then select Save.
        Note: QuickBooks column displays the available customer fields in QuickBooks and Import Data column displays the available row headers on your Excel file. If you don’t have data from your file that will match the fields in QuickBooks, leave it blank.
      4. Select Preview to verify the mapping.
      5. Select Import to complete the import.
    6. If you receive the Duplicate Record Found error, you will be presented with these options:
      • Keep the existing data and discard the import data.
      • Replace the existing data with import data, ignoring blank fields.
      • Replace the existing data with import data, including blank fields.

      To fix the errors:

      1. Choose the appropriate option.
      2. Select Apply or Apply to all.
      3. You will receive a notification indicating the number of successful imports and the number of errors. If you have errors, select Save for the error log and review it to determine the necessary action to resolve the errors.
      4. Re-import list as needed.

    For customers, vendors, and other lists data

    Use this option if you are importing Customers, Vendors, Items and other lists data and you have an Excel file or CSV data already formatted for QuickBooks.

    1. From the File menu, select Utilities then Import and then  Excel Files.
    2. On the Add/Edit Multiple List Entries, select No.
    3. Select Advanced Import.
    4. Set up a mapping.
      1. Select Browse and choose the Excel file.
      2. Choose the correct sheet in the Excel workbook.
      3. Select the This data file has header rows checkbox to identify the available headers from your file.
      4. On the Choose a mapping dropdown, select Add New.
    5. On the Mappings window:
      1. On the mapping name field, type a name to easily identify the mapping (Customer, Vendors, etc…)
      2. From the Import type dropdown, choose the data you are importing.
      3. Match the QuickBooks and Import Data columns, then select Save.
        Note: QuickBooks column displays the available customer fields in QuickBooks and Import Data column displays the available row headers on your Excel file. If you don’t have data from your file that will match the fields in QuickBooks, leave it blank.
      4. Select Preview to verify the mapping.
      5. Select Import to complete the import.
    6. If you receive the Duplicate Record Found error, you will be presented with these options:
      • Keep existing data and discard import data.
      • Replace existing data with import data, ignoring blank fields.
      • Replace existing data with import data, including blank fields.

      To fix the errors:

      1. Choose the appropriate option.
      2. Select Apply or Apply to all.
      3. You will receive a notification indicating the number of successful imports and the number of errors. If you have errors, select Save for the error log and review it to determine the necessary action to resolve the errors.
      4. Re-import list as needed.
    Sours: https://quickbooks.intuit.com/learn-support/en-us/manage-lists/import-or-export-ms-excel-files/00/

    Excel quickbooks online to import

    QuickBooks is the unanimously admired accounting software that has helped millions of small and mid-sized businesses. QuickBooks is of great help to accountants and CPAs across the globe. They are much relieved with QuickBooks regarding data entry and accounting. It simplifies the way accounting works.

    But as the saying goes, every coin has the other side, QuickBooks also has some limitations in terms of bulk data importing and exporting.

    Scroll down to tap into how to import an Excel file into QuickBooks.

    How to Import Bulk Transactions into QuickBooks Online

    The regular process of doing it is by manually inputting transaction details into QuickBooks entry one by one. You heard it right, one by one. Think of a scenario wherein you have to feed a whole lot of transactions into QuickBooks. That is really a time taking and labour intensive process.

    Importing transactions manually into QuickBooks is a tedious task. It is a redundant effort. Doing the same thing, again and again, might be tiring. Also, manual data entry is highly prone to errors.

    We may seek an option to bulk import transactions into QuickBooks Online from Excel. So, the easiest way you can do it is by importing Excel, with bulk transactions into QuickBooks.

    Here is an easy way you can replace your stretchy process with a 5-minute import tool to move transactions in just clicks.

    Connecting QuickBooks with SaasAnt Transactions Online

    QuickBooks simplifies accounting for you. Excel is the popularly used spreadsheet to accommodate data and transactions. But there is a discrepancy between Excel and QuickBooks. Have you ever wondered if there is a way to bridge between Excel and QuickBooks?

    We have heard you.

    We have come up with a spectacular application that connects Excel with QuickBooks. It is SaasAnt Transactions and the role is to import your transaction data from excel files into QuickBooks. Not just importing, SaasAnt Transactions has a great tool for QuickBooks export to Excel as well.

    Seems like a relief?

    A big relief.

    Read more:How to Connect SaasAnt Transactions (Online) with QuickBooks Online?

    Steps for Importing Excel into QuickBooks

    These steps will teach you how to import Excel into QuickBooks.

    To get started, you will have to sign up with SaasAnt Transactions, which is open for a day free trial.

    Step 1: You have to connect your QuickBooks account with SaasAnt Transactions. Go to QuickBooks Apps Store. Type ‘SaasAnt’ in the search bar. You will find the SaasAnt Transactions application there. Click on the ‘Get the App Now’ button.

    Step 2: Getting signed up for SaasAnt Transactions is not a tedious process. You can sign in with your QuickBooks credentials or your saasant login id and password. Enter your credentials to it and login for SaasAnt Transactions.

    Step 3: Click on New Import from the list found on the left side of the screen.

    Step 4: Now hit the Browse button and choose the desired file from your computer. Or you can drag and drop your file here.

    QuickBooks import transactions

    Step 5: You will see the selected files on the screen. Now tap the Submit button to submit your files.

    Step 6: Choose your file and select the sheet that you want to import. Also, select the required QuickBooks entity, wherein you have to mention if you are importing invoice, expense, refund receipt, purchase order, or others. You will have to do this individually for each sheet.

    quickbooks online transactions import

    Step 7: Now we come to the mapping part. This is the most crucial step in importing, but if you observe the guidelines carefully, it is very simple.

    quickbooks field mapping classic

    On the left column, you can see the QuickBooks Attributes by default based on the QuickBooks entity you have selected. In the right column, you have to map your headers with respect to the QuickBooks attribute it has to go with.

    For instance, let’s consider that you are importing an invoice. So, you would have uploaded the Excel sheet and selected Invoice from the QuickBooks Entities. Now, you will see the QuickBooks attributes for invoices in default on the left of your screen. One of the QuickBooks attributes is the Invoice Number. But you have the invoice numbers listed under the S.No in your Excel sheet.

    This way, QuickBooks cannot understand and take in your invoice number, even though you have it. So, you will have to instruct the software by mapping the fields. You can see a drop-down box, which has your File Header from your sheet, to the right of each attribute.

    Now, choose the right file header from the drop-down box to map them correctly. Repeat the process for each QuickBooks attribute.

    Step 8: After you map each field, click the Review Mapping option from the bottom to see if you have made the mapping right. You can see the visual representation of your mapping. If everything seems perfect, hit Continue.

    quickbooks field mapping configuration

    Step 9: You shall now click Review to review your mapping in the grid format. The grid is editable so that you can make changes wherever required.

    Step Now hit Upload if everything is at the right place. Your file will be uploaded. And you shall check the status by clicking on the Status icon, on the top of the screen, sitting left to the notification bell icon.

    The number in the green brackets is the number of imports and those in the red are the number of errors.

    Your file will not be imported if there is some error, to preserve accuracy and to prevent future mess. Hit the Upload Failed Lines button to import Excel to QuickBooks after correcting the errors.

    Just with the above mentioned few clicks, you can eliminate hours of labour with manual data entry. Think of manually entering all the fields for a bundle of transactions. We may miss out on some values, or mistakenly enter wrong values that may ruin the whole record and inflict the credibility of your reports. 

    Here is a great way to eliminate manual labour, errors and stress in data entry. Now, you don’t have to get your head struck during the financial closings to locate the error.

    You can have complete peace of mind and spare your time to think of ways to enhance your business and customers.

    Supported File Formats for QuickBooks Import

    Though Excel is the often imported spreadsheet format, you are not damned to import only Excel files. You can also import files other than Excel into QuickBooks.

    The following are the file formats supported for QuickBooks import.

    Text files with .txt or .csv extension. (only comma separated delimiter supported), spreadsheets with .xls extension and the popular Excel workbook with .xlsx extension.

    Read More:File Format guidelines for QuickBooks Import in SaasAnt Transactions (Online)

    Transaction Types Supported by SaasAnt Transactions

    Customer TransactionsInvoice, Credit Memo, Sales Receipt, Refund Receipt, Estimate, Receive Payment
    Vendor TransactionsCheck, Bill, Bill Payment, Credit Card Credit, Purchase Order, Expense, Vendor Credit
    Other TransactionsTime Activity, Journal Entry
    ListsVendor, Customer, Location, Product/ Service, Employee, Chart of Accounts.

    File Formats for Export from QuickBooks

    Using SaasAnt Exporter, you can export your transactions in the following file formats.

    You can export your transactions from QuickBooks as Excel files with .xlsx or .xls extension, CSV format files.

    Steps to Export Transactions from QuickBooks Online to Excel

    Not just with importing, SaasAnt Transactions is always at your service for exporting as well. Most of the time, we would need to share our transactions through mail or other platforms. Or we may need the transactions for analysis in the meetings or other business purposes. That is when you are in need of an exporter.

    Here are the steps that you have to follow to export from QuickBooks to Excel.

    Step 1: Select the Export button from the list on the left of your screen. The Export tab appears.

    exporting transactions from quickbooks desktop

    The Exporter screen will have default filter options based on Entity, Date Type, and Date Range.

    Step 2: Choose the Entity that you want to export from the drop-down box near the Entity. And specify the dates.

    Step 3: Select the Date Type by which you prefer to search.

    saasant transactions exporter

    Some lists are created in QuickBooks on a particular date. But the actual invoice date would be some other day. So by using this search filter, you can easily pick the transaction you are looking for. 

    We have the following Date Types to ease your search.

    Search by Created Date &#; This search brings you all the transactions created on the given date in your selected entity.

    Search by Transaction Date – This will fetch you all the transactions that occurred on the given date.

    Search by Last Updated Date – This will get you transactions last updated on the specific date.

    Step 4: Now hit the Search button. The Exporter fetches you every transaction related to the specified date and entity.

    If it is still hard for you to locate the file that you are looking for, we have got you a customized filter to narrow down your search. Click the Customize button, which is on the left to the Search. The customization options change with the Entity you choose. Customize and employ your filter to easily spot your desired transaction.

    Step 5: You can find the required transaction from the search results. Click and download it as a CSV file.

    Read more:How to export transactions from QuickBooks using SaasAnt Transactions (Online)?

    Benefits of Importing Excel into QuickBooks using SaasAnt Transactions

    Simple Process

    With SaasAnt Transactions, you can easily import and export your transactions in a snap.  It’s completely menu-driven and easy to use.

    Unlimited Imports

    SaasAnt lets you import all types of transactions and lists supported by QuickBooks. And most importantly, you can import unlimited transactions in just seconds. Bulk imports are popular with SaasAnt Transactions.

    Unlimited Deletes

    Not just with importing and exporting, SaasAnt Transactions lets you delete multiple transactions from your QuickBooks as well. You can remove unwanted transactions in bulk in a few clicks.

    Review and Validation

    It lets you review your imports and exports before it does the action. You can preview the transaction, recheck and change your preferences before you import or export.

    Seamless Integration

    It runs super smooth integrating with Google Drive, Box, Dropbox, FTP and SFTP. 

    Conclusion

    We have seen everything that you needed to know about importing and exporting transactions to and from QuickBooks. If you have not tried our application yet, please visit our product page to know more. Or feel free to drop us a line at [email protected] We will get to you and help you with a demo to get started. You can also try using our SaasAnt Transactions with a day free trial before you make a purchase.

    Start Your Free Trial Now

    No Credit card Information Required. No sales calls.

    FAQs

    How to get technical help for SaasAnt Transactions (Online)?

    Our team of customer support executives are ready to help in case you stuck up somewhere. We also have demo videos and support blogs to assist you offline.

    How to use SaasAnt Transactions trial version?

    You can start using SaasAnt Transactions with a 30 days free trial for both online and desktop versions. No credit card information needed.

    What are the file formats supported by SaasAnt Transactions?

    SaasAnt Transactions supports excel and text file formats with .xls, .csv and .txt extensions.

    Is there sample file templates available for SaasAnt Tranasctions?

    You can download the sample file template from the SaasAnt support portal. Alternatively, you can map the template’s field in SaasAnt Transactions before uploading the file.

    Sours: https://www.saasant.com/blog/how-to-import-transactions-into-quickbooks-from-excel/
    How to Import Data from Excel into QuickBooks Online

    how to import transactions from excel to quickbooks online

    Hello, @MROCA

     

    Allow me to share with you some information about why you're seeing the negative expense amount in your Profit and Loss after importing. 

     

    The negative value appearing in the expense section means that there are Expense transactions (or perhaps Journal Entries) which were credited for an expense account or debited it for a negative value. I'll walk you through on how to check this:

     

    1. Go to the Reports tab. 
    2. Click on the Profit and Loss report in the Business Overview section.
    3. On the line with the negative amount, choose the number to open a Transaction Report having the items with that amount.
    4. Click on the report to open and review any transaction.

     

    I'm adding a brief video to display the process:

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    Learn more on how to import files in QuickBooks Online by checking out these articles:

     

    Get back here in the Community if you've got more questions about importing your files in QuickBooks Online. I'll be around to help. Have a great day and take care always!

    Sours: https://quickbooks.intuit.com/learn-support/en-us/reports-and-accounting/how-to-import-transactions-from-excel-to-quickbooks-online/00/

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