Simple tips to Import Bank Statements into QuickBooks Desktop?
Import Bank Statements from Supported File Formats straight into QuickBooks Desktop using SaasAnt Transactions - # 1 user rated and Intuit trusted bulk data automation tool built exclusively for QuickBooks.
SaasAnt Transactions supports QuickBooks Pro, Premier, Enterprise and Accountant Editions.
You can download the trial offer of the software directly from the SaasAnt Website. Follow this short article for an in depth installation instruction.
Basic Import Steps
Importing with SaasAnt Transaction is a piece of cake with your simplified and powerful Import wizard. Just follow an easy 3 step process to bulk import your file data to QuickBooks.
Click Import button into the Dashboard screen or Import option through the File menu into the menubar to navigate to File Selection screen associated with the Import wizard(Step 1).
Step one - File Selection: Select "QuickBooks Transaction Type" as "Bank Statement". "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 2 - Mapping: Set within the mapping associated with the file columns corresponding to QuickBooks fields. This step will be automated for you personally if you utilize the SaasAnt template file. Download Sample Template file. If you want to learn about
Download Bank Statement to QuickBooks then get in touch with our tech experts.
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.
More in depth instruction associated with the steps can be purchased in this article.
A number of powerful customisations for the file information is available with Import Settings. It is obtainable in the Step 3: Review & Import screen or directly under "Edit" Menu when you look at the menubar. A number of the very helpful settings for transaction includes:
Pre-Import Validation: Validate the entire file before importing to QuickBooks. By turning this setting ON, file rows will undoubtedly be imported only after clearing up most of the issues in file. This option however will delay the import.
