SaasAnt Translation online allows users to export transactions from QuickBooks Online within a minute. This "EXPORT" feature from SaasAnt Transactions (Online) can help you to download the transactions (invoices to journal entries) and Lists (Customer, Vendors) from QuickBooks Online.
Let us check how to export transactions from QuickBooks Online using SaasAnt Transactions step-by-step.
Table of Contents
- How to Export Transactions from QuickBooks Online?
- How to Search by Dates?
- FAQs
How to Export Transactions from QuickBooks Online?
- Select"Export" Menu
- Select the Date Range according to your needs
- Select Entity (Invoice to Journal Entries or Customer & etc) as per your requirement
- Choose Search option
- Now you can download the CSV file
Now, we will explain to you how to search for dates while exporting QuickBooks transactions. There are two types of Date search is available for QuickBooks transactions export-
How to Search By Dates?
1.Search By Transaction / List Created Date:
The given date range is used to filter the transactions CREATED on particular dates (entered in Quickbooks) originally from QuickBooks. For example, The actual invoice date would be 10-10-2015. But it would have been created on 1-10-2015. So this search works on 1-10-2015.Users are requested to select the date range from the calendar available there.
2. Search by Transaction Date:
The given date range is used to filter the transactions which are having transacted dates in the period. For example, Invoice Date, Bill Date, Payment Date.
This video will help a user to understand how to export transactions from QuickBooks using SaasAnt Transactions online. Users are requested to select the date range from the calendar available there.
https://www.youtube.com/watch?v=o3YOgO25cgo 3
FAQ's
Most of us would have some questions while moving data to your QuickBooks Online. Some of them for your reference below:
I want to import Invoices with Invoice Numbers into QuickBooks from File. Is it supported?
Yes. It is supported. More Info...
Will SaasAnt Transactions (Online) support QuickBooks Multi-Line Transactions?
Yes. It will. More Info...
I made some mistakes in the mapping. Your application imported wrongly. So my QuickBooks file got corrupted. Is there any way to undo or revert?
Sometimes it happens due to the wrong mapping. It is possible to delete the entire transactions which went wrong. Our DELETE feature is the rescue. More Info...
I want to import Invoices using SKU's. Is it supported?
Yes. It is. You need to enable a couple of settings while importing. More Info...
I want to get an email for each Import. Is it possible?
Yes. It is. You need to enable a couple of settings while importing. More Info...
Are there any specific Import Settings?
Yes. We do have a couple of important settings for import. More Info...
Does SaasAnt Transactions (Online) support taxes?
Yes. It does. Tax model for U.S Companies.
I don't want to create products automatically for my invoices. I can't create products before each upload. Is it supported?
Yes. It is. You need to enable a couple of settings while importing. However. you can control this behavior. More Info...
My file has some specific date format. I don't want to change the file. Will your product support all date formats?
Yes. You can select the specific date format as per your requirement. More Info...
Do you have any sample templates?
Yes. We do have. Sample template for Imports.
What are the file types supported by SaasAnt Transactions (Online)?
SaasAnt Transactions (Online) supports txt, csv, xls, xlsx files.
How do I report the issues if I am stuck?
Feel free to drop an email to support@saasant.com
All good or still you have any confusion regarding the transactions export from QuickBooks using SaasAnt transactions online? Feel free to drop a mail us at support@saasant.com