Import SettingsĪ host of powerful customisations for your file data is available with Import Settings. Income, Expense.įree form text description of the Account.Īll (*) marked fields are mandatory. Reference Text (Max Length: 11 Characters) Name of the Account.Sub Accounts can be given as "ParentAccount:SubAccount" More detailed instructions on the steps are available in this article.
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 the local computer folder or click "Sample Templates" to navigate to SaasAnt sample file locally.
Step 1 - File Selection: Select "QuickBooks Transaction Type" as "Account". Just follow a simple 3 step process to bulk import chart of accounts into QuickBooks from Excel.Ĭlick the Import button in the Dashboard screen or Import option from the File menu in the menubar to navigate to the File Selection screen of the Import Wizard ( Step 1). Importing Chart of accounts into QuickBook Desktop with SaasAnt Transactions application is a breeze with our simplified and powerful Import wizard. Steps to Import Chart of Accounts into QuickBooks Follow this article for detailed installation instruction. 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 Chart Of Accounts 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. Import Chart of Accounts into QuickBooks Desktop
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