You can import Locations/Departments from text files or Excel spreadsheets directly into QuickBooks Online using SaasAnt Transactions (Online) software.
Pre Requisites:
Connect your QuickBooks Online account to SaasAnt Transactions (Online) App from QuickBooks AppStore by clicking the "Get App Now" button and get the 30 days free trial [No credit card required].
Importing Locations/Departments List into QuickBooks Online:
To import bulk/batch locations and Department List into QuickBooks Online using the SaasAnt Transactions (Online) application, follow the steps below
Click on the "Upload File" Menu and upload your file.
Step 1: Select your file and spreadsheet which has the Locations/Departments that you want to import.
Step 2: Select the QuickBooks entity as Locations.
Step 3: Set up the mapping of the columns in your Locations/Departments import file to the corresponding fields in QuickBooks (Refer below Section).
Step 4: Click Import and your Locations/Departments will be directly added to your QuickBooks company.
The important step in the import is to map your file headers to the QuickBooks field in Step 3 of the import. Some key steps below:
- You need to map your file headers to "SaasAnt Transactions (Online)" fields. This mapping will enable us to import your transactions properly in to QuickBooks company.
- In the mapping screen, we have the "Preview Mapping" button which can help you to visualize your current mappings as per the QuickBooks screen with your file headers.
- Please refer basics of field mappings for more info. If you have any confusion or doubts, feel free to drop an email to support@saasant.com.
How to Import Locations/Departments List into QuickBooks Online (New User Interface 2.0)
1) Login into SaasAnt Transaction Online
2) Select the New Import Tab.
3) Select Transaction, List, or Attachment to upload your file into QuickBooks.
4) Select the QuickBooks entity as "Locations/Department".
5) Select the files you want to upload.
6) Set up the Mapping of the columns in your Locations/Department.
7) Select the "Preview Mapping" button to visualize current mapping based on QuickBooks.
8) Select the "Save and Continue" button to view the mapped Excel data according to the QuickBooks file headers.
9) Select the Upload tab.
10) The data was imported successfully into Quickbooks.
Let’s have a look at the SaasAnt Transactions Online Fields.
SaasAnt Transactions (Online) Fields
| Field Name | Format | Description |
|---|---|---|
| Name | Characters | Name of the Location. |
| Parent Location | Characters | Name of the Parent Location. |
Please find the Import Locations/Departments List template attached here for your reference: