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#How to import data into quickbooks 2013 update
#How to import data into quickbooks 2013 software

I made some mistakes in the Import and my QuickBooks reports got corrupted.Most of us would have some questions while moving data to your QuickBooks Online. More details about the settings related to managing list import are available in this article. This option however will delay the import. By turning this setting ON, file rows will be imported only after cleaning up all the issues in file. Pre-Import Validation: Validate the complete file before importing to QuickBooks.

#How to import data into quickbooks 2013 update

You can choose to Show Warning/ Update existing transaction in your QuickBooks. Action When a Matched List Found: If an existing list entity is found with the given name then the corresponding action to be taken.Some of the very useful settings for lists includes: This is available in the Step 3: Review & Import screen or directly under "Edit" Menu in the menubar. Name of the Sales Representative connected to this customerĪ host of powerful customisations for your file data is available with Import Settings. Name of the country for Shipping Address. Postal code (Zip code for USA and Canada) for Shipping Address. Ex: State Name for USA, Province name for Canada. Postal code (Zip code for USA and Canada)

The open balance amount or the amount unpaid by the customer. 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 "Customer".

Just follow a simple 3 step process to bulk import your customers 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 for Importing Customers into QuickBooks Follow this article for detailed installation instruction.

#How to import data into quickbooks 2013 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 Customer/ Jobs 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 Customer List into QuickBooks Desktop