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How to use Lookups in SaasAnt Transactions (Online) ?

It is a very common problem that  the file used to import your Sales and Expense transactions ( invoice, Sales Receipts , Payments ,Bills , Expenses & etc) may not contain exact  names of a customer or vendor as QuickBooks Online. It could be due to following scenarios.

  1. The file is generated by 3rd party app which does not follow the same name as QuickBooks Online.
  2. The file is manually created. But we don't follow the same name as QuickBooks Online due to our business.

If you are spending countless hours to map your file data ( Customer Names, Vendor Names or Account Names )  to respective QuickBooks names, then  use "SaasAnt Transaction (On)" lookup features as described below.

Customer Lookup Feature

Vendor Lookup Feature 

Account Lookup Feature

Product / Service Lookup Feature

Tax Code Lookup Feature

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