How to Import Transactions into QuickBooks Online Using Excel Transactions Importer and Deleter?
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.
Post Your Ad Here
Comments