Batch Transactions for Quickbooks Upload Bills and Payments

Import Bills into QuickBooks Online

Y'all tin import billsfrom text files or Excel spreadsheets direct into QuickBooks Online using SaasAnt Transactions (Online) software.

Pre Requisites:

Connect your QuickBooks Online  a ccount to SaasAnt Transactions (Online) App from QuickBooks AppStore  by clicking the "Become App Now" push and get the 30 days gratuitous trial [No credit card required].

Steps to Import Bills into QuickBooks Online

To import bulk/batch bills into QuickBooks Online using the SaasAnt Transactions (Online) application, follow the steps below

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

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

Step 2: Select the QuickBooks entity every bit Bills.

Stride 3: Prepare upward the mapping of the columns in your bills import file to the respective fields in QuickBooks (Refer below Section).

Step 4: Click Import and your bills will be directly added to your QuickBooks company.

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

• Yous need to map your file headers to "SaasAnt  Transactions (Online)" fields. This mapping will enable u.s.a. to import your transactions properly in to QuickBooks company.
• In the mapping screen, we have the "Preview Mapping" push which can help y'all to visualize your current mappings as per the QuickBooks screen with your file headers.
• Please refer basics of field mappings for more than info. If you have any confusion or doubts, experience gratuitous to drib an email to support@saasant.com.

SaasAnt Transactions (Online) Fields

Field Proper name	Format	Description
Bill No	21 Characters	Reference number for the transaction.
Vendor	Characters	Name of the vendor for this transaction.
Nib Engagement	Appointment	The appointment entered by the user when this transaction occurred.
Due Date	Date	Appointment when the payment of the transaction is due.
Terms	4000 Characters	Reference to the terms for the Beak.
Mailing Address Line one	500 Characters	The first line of the address.
Mailing Address Line ii	500 Characters	The second line of the address.
Mailing Address Line 3	500 Characters	The third line of the address.
Mailing Address City	255 Characters	City name.
Mailing Address Postal Code	31 Characters	Postal code (zip code for USA and Canada).
Mailing Address Country	255 Characters	Country name.
Mailing Address State	255 Characters	The region within a land.
Memo	4000 Characters	The Annotation near the Bill Transaction.
Category  Account	Characters	Reference to the Expense Business relationship Name associated with the billing.
Category  Description	4000 Characters	Free form text description of the Expense.
Category  Line Amount	Decimal	The amount of the line item.
Category  Billable Condition	Boolean	The billable condition of the expense. Trueif Billable, FALSEif Non Billable.
Category  Markup Percent	Decimal	The Markup value in Percent for the expense.
Category  Customer	Characters	Reference to the Customer associated with the expense.
Category  Class	Characters	Reference to the Class for the Expense.
Category  Taxable	Boolean	Apply the tax if information technology is TRUE.
Line Detail or Product/Service	Characters	Reference to the Item.
Line Item Description or Product/Service	4000 Characters	Description of the Particular. It will be populated from the Item description entered in QuickBooks Online.
Line Item Quantity or Product/Service Quantity	Decimal	The quantity of the Item.
Line Item Rate or Product/Service Rate	Decimal	The unit of measurement cost of the Item.
Line Item Amount or Production/Service Amount	Decimal	The Total Corporeality of the Detail. Not required if the Line Detail Quantity & Line Detail Charge per unit are present.
Production/Service Expense Account	Characters	Expense Account Proper name or Number used in automatic production cosmos.
Line Item Billable Status or Product/Service Billable Status	Boolean	The billable status of the Item. TRUEif Billable, FauxIf Not Billable.
Line Particular Taxable or Production/Service Taxable	Boolean	Apply the revenue enhancement if information technology is True.
Line Item Markup Percent or Product/Service Markup Percent	Decimal	The Markup value in Percentage for the Detail.
Line Item Client or Billable Customer:Product/Service	Characters	The Customer proper name for the Item.
Line Item Class or Production/Service Class	Characters	The Class name for the Particular.
Location	Characters	The location of the transaction.
Currency Code	Characters	The Currency Code for this transaction.
Exchange Charge per unit	Decimal	The Exchange Rate of the given currency against the habitation currency.

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's Currency in QuickBooks & update the aforementioned currency in Currency Field.

It is possible that the Multi-Currency feature in QuickBooks could exist disabled. Please enable the feature.

Required parameter(s) missing:Line

Please provide at least one Item Line details or Expense Account Line Details to process.

Transaction amount (Sum of line amounts) must be 0 or greater

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

No matching Product/Service establish (or) could be created for the provided details

Please provide valid proper name in Product Field. You might have disabled the "Motorcar Create List Entities" Feature in Import Settings. By enabling this feature, QuickBooks will automatically create the production for the transaction.

Duplicate Document Number Fault: You lot must specify a different number. This number has already been used.

There is another Expense has the aforementioned reference number. Please utilize another reference number.

You have 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 name in the "Account" field.

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

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

The amount is missing in the asking.

The Line Particular amount is missing for the particular line item.

Required parameter Line Amount is missing in the request.

The Line Item corporeality is missing for the particular line particular.

Please cheque in QuickBooks visitor settings if the advisable preferences are enabled for the successful upload of the current information set. E.k: Aircraft, Multi-Currency, etc.

If you accept provided a Aircraft Address or Currency, then please make sure you accept enabled the "Shipping & Multi-Currency" feature in QuickBooks Online.

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

Billable Client or Expense feature is not available 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 match found for the given Customer Proper noun.

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

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

At that place is no match found for the given Vendor Name.

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

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

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

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

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

Delight enable the below features in your QuickBooks Online.

• Track expenses and items past customer
• Make expenses and items billable

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Source: https://support.saasant.com/support/solutions/articles/14000053136-how-to-import-bills-into-quickbooks-online-u-s-

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