quickbooks 2015 for mac import transactions credit card charges

Quickbooks 2015 Import Transactions Credit Card Charges Software Directly From
Quickbooks 2015 Import Transactions Credit Card Charges Zip Code For

Expense Memo Text (Max Length: 4095 Characters) The Note about the expense.

SaasAnt Transactions (Desktop) supports QuickBooks Pro, Premier, Enterprise and Accountant Editions.

Quickbooks 2015 Import Transactions Credit Card Charges Software Directly From

You can download the free trial of the software directly from the SaasAnt Website.

Just follow a simple 3 step process to bulk import your file data to QuickBooks.

Click 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 ).

Step 1 - File Selection: Select QuickBooks Transaction Type as Credit Card Charge.

This step will be automated for you if you use the SaasAnt template file.

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.

More detailed instruction of the steps are available in this article.

Mapping QuickBooks Fields Field Name Format Description Reference No Text (Max Length: 20 Characters) Reference number for the transaction.

By default, this value is used only for internal processing by SaasAnt Transactions (Desktop), and QuickBooks auto-generates a new value.

Vendor Reference Text (Max Length: 41 Characters) Name of the Vendor Customer Employee for this transaction.

Reference can be matched by Full Name, First Name, Company Name, Account NO., Tax Id, Custom Field, Look up (configured via Import Settings) Date Date The date entered by the user when this transaction occurred.

Due Date Date Date when the payment of the transaction is due.

Address Line 1 Text (Max Length: 41 Characters) First line of the address.

Address Line 2 Text (Max Length: 41 Characters) Second line of the address.

State Text (Max Length: 21 Characters) Region within a country.

Quickbooks 2015 Import Transactions Credit Card Charges Zip Code For

Postal Code Text (Max Length: 13 Characters) Postal code (zip code for USA and Canada).

Credit Card Account Reference Text (Max Length: 159 Characters) Name of the Credit Card Account for this transaction.

Account Name or Number can be given Memo Text (Max Length: 4095 Characters) The Note about the Transaction.

Expense Account Reference Text (Max Length: 159 Characters) Reference to the Expense Account Name associated with the billing.

Expense Amount Decimal The amount associated with this expense.

Quickbooks 2015 For Mac Import Transactions Credit Card Charges