Step 3 - Review & Import: Review your file data in the Review Grid screen and click "Send to QuickBooks" to upload your file data to QuickBooks.This step will be automated for you if you use the SaasAnt template file. Step 2 - Mapping: Set up the mapping of the file columns corresponding to QuickBooks fields."Select Your File" - You can either click "Browse File" to browse and select the file from local computer folder or click "Sample Templates" to navigate to SaasAnt sample file in local. Step 1 - File Selection: Select "QuickBooks Transaction Type" as "Estimate".Just follow a simple 3 step process to bulk import your file data to QuickBooks.Ĭlick Import button in the Dashboard screen or Import option from the File menu in the menubar to navigate to File Selection screen of the Import wizard( Step 1). Importing with SaasAnt Transaction is a breeze with our simplified and powerful Import wizard. Steps to Import Estimates into QuickBooks Desktop Follow this article for detailed installation instruction.
QUICKBOOKS DESKTOP DOWNLOAD TEMPLATE FOR UPLOADS SOFTWARE
You can download the free trial of the software directly from the SaasAnt Website. SaasAnt Transactions (Desktop) supports QuickBooks Pro, Premier, Enterprise, and Accountant Editions. Import Estimates from Supported File Formats directly into QuickBooks Desktop using SaasAnt Transactions (Desktop) - #1 user rated and Intuit trusted bulk data automation tool built exclusively for QuickBooks.
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