entering credit card charges in quickbooks desktop pro 2017

Entering credit card charges in quickbooks desktop pro 2017 full#

Reference can be matched by Full Name, First Name, Company Name, Account NO., Tax Id, Custom Field, Look up (configured via Import Settings) Name of the Vendor / Customer / Employee for this transaction. Reference Text (Max Length: 41 Characters) This can be changed in the import settings. By default, this value is used only for internal processing by SaasAnt Transactions (Desktop), and QuickBooks auto-generates a new value. More detailed instruction of 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 local computer folder or click 'Sample Templates' to navigate to SaasAnt sample file in local. Step 1 - File Selection: Select 'QuickBooks Transaction Type' as 'Credit Card Charge'.Just follow a simple 3 step process to bulk import your file data to QuickBooks.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 with SaasAnt Transaction is a breeze with our simplified and powerful Import wizard. Steps to Import Credit Card Charges into QuickBooks Desktop 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 Credit Card Charges 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 Credit Card Charges into QuickBooks Desktop

Entering credit card charges in quickbooks desktop pro 2017