How To Upload Expenses In Quickbooks

Import Expenses into QuickBooks Online

You lot tin importbulk expensesfrom text files or Excel spreadsheets direct into QuickBooks Online using the SaasAnt Transactions (Online) application.

Pre Requisites:

Connect your QuickBooks Online a ccount to SaasAnt Transactions (Online) App from QuickBooks AppStore by clicking the "Become App Now" push and become the xxx days free trial [No credit card required].

Steps for Importing Expenses into QuickBooks Online:

To import expenses into QuickBooks Online in bulk using the SaasAnt Transactions (Online) application, follow the steps beneath

Click on the "Upload File" Menu and upload your file.

Pace one:Select your file and spreadsheet which has the expense that you want to import.

Step 2: Select the QuickBooks entity as an Expense.

Footstep three: Set up the mapping of the columns in your expense import file to the respective fields in QuickBooks (Refer below Section).

Footstep four: Click Import and your expenses will be directly added to your QuickBooks company.

The important pace in the import is to map your file headers to the QuickBooks field in Step 3 of the import. Some key steps below:

Y'all need to map your file headers to "SaasAnt Transactions (Online)" fields. This mapping will enable us to import your expense transactions properly into QuickBooks visitor.
In the mapping screen, nosotros have the "Preview Mapping" push button which helps you to visualize your current mappings equally per the QuickBooks screen with your file headers.
Please refer basics of field mappings for more info. If yous take any confusion or doubts, feel gratis to drop an email to support@saasant.com .

Import Expenses into QuickBooks Online

SaasAnt Transactions (Online) Fields:

Field Proper noun	Format	Description
Ref No	21 Characters	Reference number for the transaction.
Payee	Characters	Proper name of the vendor / Customer / Employee for this transaction.
Account	Characters	Name of the Depository financial institution / Credit Card / Greenbacks Account for this transaction.
Payment Appointment	Date	The date entered past the user when this transaction occurred.
Memo	4000 Characters	The Note about the Bill Transaction.
Category Account	Characters	Reference to the Expense Account Proper name associated with the billing.
Category Description	4000 Characters	Free grade text description of the Expense.
Category Line Amount	Decimal	The corporeality of the line particular.
Category Billable Condition	Boolean	The billable condition of the expense. Trueif Billable, FauxIf Not Billable.
Category Markup Pct	Decimal	The Markup value in Percentage for the expense.
Category Customer	Characters	Reference to the Customer associated with the expense.
Category Class	Characters	Reference to the Course for the Expense.
Category Taxable	Boolean	Use the revenue enhancement if information technology is Truthful.
Line Item or Production/Service	Characters	Reference to the Item.
Line Particular Clarification or Product/Service Clarification	4000 Characters	Description of the Item. Information technology will be populated from the Detail clarification entered in QuickBooks Online.
Line Item Quantity or Production/Service Quantity	Decimal	The quantity of the Item.
Line Particular Rate or Product/Service Charge per unit	Decimal	The Unit Cost of the Item.
Line Item Corporeality or Product/Service Amount	Decimal	The Total Amount of the Detail. Not required if the Line Item Quantity & Line Particular Rate is present.
Line Item Billable Status or Production/Service Billable Status	Boolean	The billable status of the Item. Truthfulif Billable, FauxIf Non Billable.
Line Item Taxable or Product/Service Taxable	Boolean	Apply the Taxation if information technology is True.
Line Item Markup Percentage or Product/Service Markup Pct	Decimal	The Markup value in Percentage for the Particular.
Line Item Customer or Billable Customer:Production/Service	Characters	The Customer name for the Item.
Line Item Class or Product/Service Grade	Characters	The Class proper noun for the Item.
Location	Characters	The location of the transaction.
Currency Lawmaking	Characters	The Currency Code for this transaction.
Exchange Charge per unit	Decimal	The exchange charge per unit of the given currency against the dwelling house currency.

FAQ'due south

Well-nigh of us would have some questions while moving information to your QuickBooks Online. Some of them for your reference below:

I want to import Invoices with Invoice Numbers into QuickBooks from File. Is it supported?

Yes. It is supported. More Info...

Will SaasAnt Transactions (Online) support QuickBooks Multi-Line Transactions?

Aye. Information technology volition. More Info...

I made some mistakes in the mapping. Your application imported wrongly. And so my QuickBooks file got corrupted. Is there whatsoever mode to undo or revert?

Sometimes it happens due to the wrong mapping. It is possible to delete the entire transactions which went incorrect. Our DELETE feature is the rescue. More Info...

I want to import Invoices using SKU's. Is information technology supported?

Yep. It is. You demand to enable a couple of settings while importing. More than Info...

I want to become an email for each Import. Is information technology possible?

Yes. It is. Yous need to enable a couple of settings while importing. More Info...

Are there any specific Import Settings?

Yes. We practise take a couple of important settings for import. More Info...

Does SaasAnt Transactions (Online) support taxes?

Yes. It does. Tax model for U.S Companies.

I don't desire to create products automatically for my invoices. I can't create products before each upload. Is information technology supported?

Yes. It is. Yous demand to enable a couple of settings while importing. Even so. you lot tin can control this beliefs. More Info...

My file has some specific date format. I don't desire to change the file. Will your product support all date formats?

Yeah. Y'all can select the specific date format every bit per your requirement. More than Info...

Do you have any sample templates?

Aye. We do have. Sample template for Imports.

What are the file types supported by SaasAnt Transactions (Online)?

SaasAnt Transactions (Online) supports txt, csv, xls, xlsx files.

How do I report the bug if I am stuck?
Feel free to drop an email to support@saasant.com

Possible Failures & Troubleshooting Tips

The currency of the transaction is invalid for customer/vendor/account.

The given Currency is different than the default currency of the vendor. Please refer to the Vendor'southward Currency in QuickBooks & update the same currency in Currency Field. Information technology is possible that Multi Currency characteristic in QuickBooks could be disabled. Delight enable the feature.

Required parameter(s) missing:Line

Please provide at to the lowest degree 1 Item Line details or Expense Business relationship Line Details to procedure.

The transaction amount (Sum of line amounts) must exist 0 or greater.

Please provide the valid (Non Negative) amounts in Line Item Amount and Expense Amount.

No matching Production/Service found (or) could be created for the provided details.

Delight provide a valid proper name in Product Field. You might take disabled "Auto Create List Entities" Feature in Import Settings. By enabling this characteristic, QuickBooks will automatically create the production for the transaction.

Duplicate Document Number Error: Yous must specify a different number. This number has already been used.

There is another Expense has the same reference number. Delight use another reference number.

You accept disabled "Assign Transaction Numbers from file" in Import Settings. By enabling this feature, QuickBooks will automatically assign numbers for the transaction.

No matching reference found for this account.

Delight provide a valid Expense account proper noun in the "Account" field.

Invalid account blazon: You demand to select a different type of business relationship for this transaction.

Please provide a valid Expense account proper name in the "Account" field.

The amount is missing in the request.

The Line Particular corporeality is missing for the particular line detail.

Required parameter Line Amount is missing in the asking.

The Line Detail amount is missing for the detail line item.

Image result for error Delight cheque in QuickBooks company settings if the appropriate preferences are enabled for the successful upload of the electric current data ready. E.thousand: Shipping, Multi-Currency, etc.

If you accept provided a Shipping Address or Currency, then please brand sure you lot have enabled the "Shipping & Multi-Currency" characteristic in QuickBooks Online.

The requested entity/characteristic (Billable Expense) is not supported by QuickBooks per your subscription.

Billable Customer or Expense feature is non bachelor for your QuickBooks Online Subscription. Please remove the values in Billable Fields (Expense Billable, Line Item Billable)

No matching reference found for this customer.

There is no friction match found for the given Client Name.

Please enable the "Auto Creation of List Entities (Vendor, Customer)" feature in import settings to create the client automatically.

No matching vendor found (or) could be created for the provided details.

There is no match found for the given Vendor Name.

Please enable the "Auto Creation of List Entities (Vendor, Customer)" characteristic in import settings to create the client automatically.

If the currency field has some value, Please enable Multi Currency feature in QuickBooks .

Business organisation Validation Error: There is no account associated with the item "XXXXX". Is information technology marked for purchase, and has an business relationship associated with it?

Please assign the Expense Account for Product / Service "XXXXX" in your QuickBooks Online.

Business Validation Error: You lot must select a customer for each split line that is billable.

Please enable the below features in your QuickBooks Online.