Uploading Receipts In QuickBooks Software

How to Import Item Receipts into QuickBooks Desktop?

Import Item Receipts into QuickBooks Desktop

Import Item Receipts from Supported File Formats straight into QuickBooks Desktop using SaasAnt Transactions (Desktop) - # 1 user rated and Intuit trusted bulk data automation tool built exclusively for QuickBooks.

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

You can download the free trial offer regarding the software directly through the QB Website. Follow this informative article for detailed installation instruction.

For More info visit: https://www.dialsupportnumber.com/uploading-receipts-in-quickbooks-software/

Steps to Import Item Receipts into QuickBooks

Importing with SaasAnt Transaction is very simple with our simplified and powerful Import wizard. Just follow a simple 3 step process to bulk import your file data to QuickBooks.

Click Import button within the Dashboard screen or Import option through the File menu within the menubar to navigate to File Selection screen associated with Import wizard(Step 1).

Step 1 - File Selection: Select "QuickBooks Transaction Type" as "Item Receipt". "Select Your File" - You may either click "Browse File" to browse and choose the file from local computer folder or click "Sample Templates" to navigate to SaasAnt sample file in local.

Step 2 - Mapping: Set up the mapping regarding the file columns corresponding to QuickBooks fields. This step will soon be automated for your needs if you use the SaasAnt template file. Download Sample Template file.

Step 3 - Review & Import: Review your file data within the Review Grid screen and then click "Send to QuickBooks" to upload your file data to QuickBooks.

More descriptive instruction for the steps can be found in this short article.

Import Settings

A bunch of powerful customisations for the file data is available with Import Settings. This really is for sale in the Step 3: Review & Import screen or directly under "Edit" Menu when you look at the menubar. A number of the very useful settings for transaction includes:

Find Matching Transactions in QuickBooks by: Identifier to discover existing transactions in your QuickBooks.

Action When a Matched Transaction Found: If a preexisting transaction is available for the above setting identifier then your corresponding action to be taken. It is possible to choose to Duplicate/ Ignore/ Update/ Append existing transaction in your QuickBooks.

Pre-Import Validation: Validate the complete file before importing to QuickBooks. By turning this setting ON, file rows will likely be imported only after cleaning up all of the issues in file. This choice however will delay the import.

More details in regards to the settings associated with Automatic development of Items, Assigning reference number from the file, etc can be found in this short article.

Uploading Receipts In QuickBooks Software

Report Page