cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
NEW Connect to DBS IDEAL direct bank feeds Click here

Reply to message

View discussion in a popup

Replying to:
LeizylM
QuickBooks Team

Reply to message

Hi there, Stephanie1708.

 

When importing data from Excel, it will  overwrite existing entries in QuickBooks Online. All you need to do is connect the SaasAnt app to QBO.

 

Here’s how:

 

  1. Go to Apps.intuit.com.
  2. Enter SaasAnt or Excel Transactions Importer and Deleter in the search box, then Enter.
  3. Click Get app now, then enter your credentials in QBO.
  4. In the Intuit screen, select Authorize.
  5. You will now be redirected to the SaasAnt Excel Transactions website with success Messages.

 
This is how it works when importing a transaction using the SaasAnt app. First, upload your file (Xlsx, Xls, CSV). Second, map your file headers to QuickBooks Fields. Third, review your mapping using preview mode. And lastly, adjust your import settings and Import

 

 Additionally, you can also visit the SaasAnt Support Portal

 

In case you need tips and related articles in the future, visit our QuickBooks Community help website for reference: QBO Self-help
 
Feel free to visit us again if you have any other questions with QuickBooks. We're always here to help.