Import Bank Transactions - PowerPoint PPT Presentation

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Import Bank Transactions

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Title: Import Bank Transactions


1
SaasAnt Inc
HOW TO IMPORT BANK TRANSACTIONS INTO QUICKBOOKS
DESKTOP?
www.saasant.com
2
HOW TO IMPORT BANK TRANSACTIONS INTO QUICKBOOKS
DESKTOP
Launch QuickBooks Desktop
1
  • Log in to QuickBooks Desktop software.
  • Choose QuickBooks Transaction Type as Bank
  • Statement.
  • Browse and select your file from your computer or
    use SaasAnt's sample templates.
  • Set up column mapping between your file and
    QuickBooks fields.
  • Automation available with SaasAnts template
    file.
  • Review your file data in the Review Grid screen.
  • Click "Send to QuickBooks" to upload your data to
    QuickBooks.

2
File Selection
3
Mapping

4
Review Import
3
FOR MORE DETAILS VISIT
How to Import Bank Transactions into QuickBooks
Desktop?
www.saasant.com
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