Procedure to Import Expenses into QuickBooks Desktop

1
SaasAnt Inc
PROCEDURE TO IMPORT EXPENSES INTO QUICKBOOKS
DESKTOP
www.saasant.com
2
PROCEDURE TO IMPORT EXPENSES INTO QUICKBOOKS
DESKTOP
Initial Setup and File Upload The guide starts
with downloading and installing SaasAnt
Transactions, connecting it to QuickBooks
Desktop, and uploading the Excel/CSV expense
file. Selecting Transaction Type and Mapping
Fields Users need to choose the appropriate
QuickBooks expense-related transaction type (like
expenses, bills, purchase orders) and map the
file headers with QuickBooks fields, ensuring key
fields like date, bank account, payee, and amount
are accurately mapped. Detailed Step-by-Step
Import Process The blog provides a comprehensive
guide for each step of the import process,
including launching SaasAnt Transactions,
choosing the transaction type, uploading the
file, mapping QuickBooks fields, and configuring
data mapping for accuracy. Review and Import
Completion It emphasizes the importance of
reviewing the data mapping and preferences before
finalizing the import. Users can then complete
the import process and address any errors through
the 'Error Log' section. Final Verification and
FAQs After importing, it's crucial to verify the
imported expenses in QuickBooks Desktop. The blog
also answers FAQs about importing different types
of transactions, handling files with multiple
sheets, customizing data mapping, and the
suitability of SaasAnt Transactions for various
business sizes.
1
2
3
4
5
3
FOR MORE DETAILS VISIT
Procedure to Import Expenses into QuickBooks
Desktop
www.saasant.com