How To Add Expenses To Quickbooks Online To Register

Import Expenses into QuickBooks Online

You tin can importbulk expensesfrom text files or Excel spreadsheets directly 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 "Get App Now" push and get the 30 days gratis 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 below

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

Step 1:Select your file and spreadsheet which has the expense that y'all want to import.

Footstep 2: Select the QuickBooks entity equally an Expense.

Footstep 3: Set up the mapping of the columns in your expense import file to the corresponding fields in QuickBooks (Refer below Section).

Step 4: Click Import and your expenses volition be directly added to your QuickBooks company.

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

• You need to map your file headers to "SaasAnt  Transactions (Online)" fields. This mapping volition enable usa to import your expense transactions properly into QuickBooks visitor.
  
• In the mapping screen, we take the "Preview Mapping" push button which helps you to visualize your electric current mappings every bit per the QuickBooks screen with your file headers.
  
• Please refer basics of field mappings  for more info. If y'all take whatever confusion or doubts, feel gratis to drop an email to support@saasant.com .

SaasAnt Transactions (Online) Fields:

Field Name	Format	Clarification
Ref No	21 Characters	Reference number for the transaction.
Payee	Characters	Name of the vendor / Customer / Employee for this transaction.
Account	Characters	Proper noun of the Banking company / Credit Bill of fare / Cash Account for this transaction.
Payment Date	Date	The date entered by the user when this transaction occurred.
Memo	4000 Characters	The Annotation about the Beak Transaction.
Category Account	Characters	Reference to the Expense Account Proper name associated with the billing.
Category Description	4000 Characters	Free class text clarification of the Expense.
Category  Line Amount	Decimal	The corporeality of the line detail.
Category  Billable Status	Boolean	The billable status of the expense. Truthfulif Billable, FALSEIf Not Billable.
Category  Markup Percent	Decimal	The Markup value in Percentage for the expense.
Category  Customer	Characters	Reference to the Customer associated with the expense.
Category  Form	Characters	Reference to the Form for the Expense.
Category  Taxable	Boolean	Apply the taxation if it is Truthful.
Line Item or Production/Service	Characters	Reference to the Item.
Line Item Description or Product/Service Description	4000 Characters	Clarification of the Item. Information technology will be populated from the Particular description entered in QuickBooks Online.
Line Item Quantity or Product/Service Quantity	Decimal	The quantity of the Item.
Line Item Rate or Production/Service Rate	Decimal	The Unit Cost of the Item.
Line Detail Amount or Product/Service Amount	Decimal	The Full Amount of the Item. Not required if the Line Particular Quantity & Line Detail Rate is present.
Line Item Billable Status or Product/Service Billable Status	Boolean	The billable condition of the Item. Trueif Billable, FalseIf Not Billable.
Line Item Taxable or Product/Service Taxable	Boolean	Apply the Taxation if it is Truthful.
Line Item Markup Percent or Product/Service Markup Percent	Decimal	The Markup value in Percentage for the Detail.
Line Item Customer or Billable Client:Production/Service	Characters	The Client name for the Particular.
Line Item Form or Product/Service Class	Characters	The Class name for the Item.
Location	Characters	The location of the transaction.
Currency Code	Characters	The Currency Lawmaking for this transaction.
Exchange Charge per unit	Decimal	The exchange rate of the given currency against the dwelling currency.

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FAQ'southward

Most of us would have some questions while moving data 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?

Yes. It will. More Info...

I made some mistakes in the mapping. Your application imported wrongly. So my QuickBooks file got corrupted. Is in that location any mode to undo or revert?

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

I desire to import Invoices using SKU's. Is it supported?

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

I want to get an email for each Import. Is it possible?

Aye. It is. You need to enable a couple of settings while importing. More Info...

Are there whatever specific Import Settings?

Yes. We do have a couple of important settings for import. More Info...

Does SaasAnt Transactions (Online) back up taxes?

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

I don't want to create products automatically for my invoices. I can't create products before each upload. Is it supported?

Yes. Information technology is. You demand to enable a couple of settings while importing. Withal. you can command this behavior. More than Info...

My file has some specific date format. I don't want to change the file. Will your product back up all engagement formats?

Yep. You tin can select the specific appointment format as per your requirement. More Info...

Practice you have any sample templates?

Aye. We do take. 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 issues if I am stuck?
Feel free to drop an email to back up@saasant.com

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Possible Failures & Troubleshooting Tips

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

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

Required parameter(due south) missing:Line

Please provide at least one Particular Line details or Expense Business relationship Line Details to process.

The transaction corporeality (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 Product/Service plant (or) could be created for the provided details.

Please provide a valid proper name in Production Field. Y'all might have disabled "Auto Create List Entities" Feature in Import Settings. By enabling this characteristic, QuickBooks will automatically create the product for the transaction.

Duplicate Certificate Number Fault: Y'all must specify a different number. This number has already been used.

There is some other Expense has the same reference number. Please apply another reference number.

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

No matching reference found for this business relationship.

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

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

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

The corporeality is missing in the request.

The Line Item amount is missing for the item line item.

Required parameter Line Amount is missing in the request.

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

Please cheque in QuickBooks company settings if the appropriate preferences are enabled for the successful upload of the current information set. Eastward.k: Shipping, Multi-Currency, etc.

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

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

Billable Customer 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 constitute for this customer.

There is no match found for the given Customer Proper noun.

Please enable the "Car Cosmos of List Entities (Vendor, Customer)" feature in import settings to create the customer automatically.

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

There is no match institute for the given Vendor Name.

Please enable the "Automobile Cosmos of Listing Entities (Vendor, Client)" characteristic in import settings to create the customer automatically.

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

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

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

Business Validation Mistake: Y'all must select a client for each split line that is billable.

Please enable the below features in your QuickBooks Online.

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

Source: https://support.saasant.com/support/solutions/articles/14000052914-how-to-import-expenses-into-quickbooks-online-u-s-

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