SaasAnt Transactions (Online) application helps you to import the invoices effortlessly. Refer to the below link to know more.
Importing Invoices into QuickBooks Online:
You can refer to the below links for detailed steps to import invoices into QuickBooks Online.
Imports Your Invoices for U.S Companies
Imports Your Invoices for CA/AU/UK/IN & Other Global Companies
After the invoices, we run behind the payments. Again “SaasAnt Transactions (Online)” is a rescue when you need to import hundreds of Payments.
Importing Payments into QuickBooks Online:
You can refer to the below links for detailed steps to import payments into QuickBooks Online.
Imports Your Payments for U.S Companies
Imports Your Payments for CA/AU/UK/IN & Other Global Companies
In QuickBooks, once the payment made against an Invoice, the PAYMENT status of the invoice becomes “PAID”. Sometimes it becomes “Partially Paid” when the payment made is less than the invoice amount.
To balance out our books, you may want to make sure that the payment amount should be the same as the Invoice Amount.
How is it possible to validate each payment amount manually in QuickBooks?
SaasAnt Transactions (Online) application has settings to prevent the payments when it does not have the same amount of an Invoice.
You can open up “Import Settings” from Settings Menu or you can click on the “Settings” button.
Navigate to the “Advanced” tab and enable “Notify mismatching amount in Received Payment and Bill Payment for the corresponding Invoice and Bill respectively”.
If the amounts are mismatched (Invoice Amount and Payment Amount), you will get an error message on the Import Result Screen.