How to Import Transactions into QuickBooks Online Using Excel Transactions Importer and Deleter?

by Quickpro Accounting Quickpro accounting

Understanding QBO functionalities can be difficult sometimes, especially for users new to it. Although QB Online has numerous features and functionalities to astonish its users, unfortunately, a few built-in functionalities are missing which can be fulfilled with use of third-party apps. We will discuss one of these apps today - “Excel Transactions Importer and Deleter” developed by SaasAnt. Readers and QBO users can read further to know features of this app or just can call an expert service providing QuickBooks Support Phone Number for help.

Key Functionalities of “Excel Transactions Importer and Deleter”

● Import of transactions into QBO from CSV or Excel file

● Deletion of transactions in QB Online in batch

● Export of transactions from QBO with line-item details into an Excel file

● Easy modification of existing transactions inside QB Online in batch

Guide to Import Date to QBO Using This App

● Sign in to your QBO account, click on Apps and search for “SaasAnt”

● Select “Excel Transaction Importer and Deleter” and click on “Get App Now” for a 30-day free trial

● Now go to My Apps section select Launch from the right side arrow drop down

● Select New Import and click on BROWSE FILE to select your desired spreadsheet in the system

● Now put the entities that you need to be translated to the data in QB

* Mapping the entity page could be tricky for users. So, professional guidance from a QuickBooks Helpline Number is recommended.

● The thing to remember here is, not all the fields mentioned in your spreadsheet will match QB field. So, the user must make sure that certain crucial elements such as Customer Name, Item Being Sold, Amount, Invoice Date, etc are included.

● Then click on Import to QuickBooks

This app can definitely save hours of your valuable time when it comes to importing data. With help of this app, users can import various transaction types, which include Invoice, Estimates, Received Payments, Sales Receipts, Credit memos, Expenses, Time Activities, Journal Entries, Bank Deposits and Bank Statements, to their QB accounts. The thing to mention here is that users can also transfer QBO data to spreadsheets using this application.

Any queries and questions related to this whole process need to be handled with expert guidance from a QuickBooks Support Phone Number. Dial (1888 509 3095) today for instant QB help.

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