How to Import Item Receipts into QuickBooks Desktop?
Import Item Receipts into QuickBooks Desktop
Import Item Receipts from Supported File Formats directly into QuickBooks Desktop using SaasAnt Transactions (Desktop) - number 1 user rated and Intuit trusted bulk data automation tool built exclusively for QuickBooks.
SaasAnt Transactions (Desktop) supports QuickBooks Pro, Premier, Enterprise, and Accountant Editions.
You can download the trial offer of this software directly from the SaasAnt Website. Follow this article for detailed installation instruction.
If You want to know about Uploading Receipts In QuickBooks Software then Contact our Proadvisors.
Steps to Import Item Receipts into QuickBooks
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 in the menubar to navigate to File Selection screen of this Import wizard(Step 1).
Step one - File Selection: Select "QuickBooks Transaction Type" as "Item Receipt". "Select Your File" - You may 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.
Related Post: https://globelaccountant.weebly.com/blogs/uploading-receipts-in-quickbooks-software
Step two - Mapping: Set up the mapping associated with file columns corresponding to QuickBooks fields. This step is supposed to be automated for you if you are using the SaasAnt template file. Download Sample Template file.
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 steps can be purchased in this informative article.
Import Settings
A number of powerful customisations for your file data is available with Import Settings. This might be for sale in the Step 3: Review & Import screen or directly under "Edit" Menu into the menubar. A number of the very useful settings for transaction includes:
Find Matching Transactions in QuickBooks by: Identifier to discover existing transactions in your QuickBooks.
Action When a Matched Transaction Found: If a current transaction is available for the above setting identifier then the corresponding action you need to take. You can easily decide to Duplicate/ Ignore/ Update/ Append existing transaction in your QuickBooks.
Pre-Import Validation: Validate the entire file before importing to QuickBooks. By turning this setting ON, file rows will soon be imported only after cleaning up most of the issues in file. This program however will delay the import.
Additional information concerning the settings associated with Automatic creation of Items, Assigning reference number through the file, etc can be found in this article.
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