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CHECK MEMO FIELD IMPORTING TRANSACTIONS INTO QUICKBOOKS FULL
CHECK MEMO FIELD IMPORTING TRANSACTIONS INTO QUICKBOOKS SOFTWARE
CHECK MEMO FIELD IMPORTING TRANSACTIONS INTO QUICKBOOKS CODE

Reference to the Item BIN corresponding to the Site. Reference Text (Max Length: 31 Characters)

CHECK MEMO FIELD IMPORTING TRANSACTIONS INTO QUICKBOOKS FULL

Item reference can be matched by Full Name, Custom Field, Look up (configured via Import Settings) Reference to the Customer associated with the expense.Ĭustomer reference can be matched by Full Name, First Name, Company Name, Account NO., Resale NO., Custom Field, Look up(configured via Import Settings)

Reference Text (Max Length: 209 Characters) Reference to the Expense Account Name associated with the billing. Name of the Bank / Credit Card / Cash Account for this transaction. Reference Text (Max Length: 159 Characters)

CHECK MEMO FIELD IMPORTING TRANSACTIONS INTO QUICKBOOKS CODE

Postal code (zip code for USA and Canada). The date entered by the user when this transaction occurred.ĭate when the payment of the transaction is due. Name of the Vendor / Customer / Employee for this transaction.įull Name, First Name, Company Name, Account NO., Tax Id, Custom Field, Look up (configured via Import Settings) Reference Text (Max Length: 41 Characters) This can be changed in the import settings. More detailed instruction of the steps are available in this article.īy default, this value is used only for internal processing by SaasAnt Transactions (Desktop), and QuickBooks auto-generates a new value. 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 in local. Step 1 - File Selection: Select "QuickBooks Transaction Type" as "Check.Just follow a simple 3 step process to bulk import your file data 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 to Import Checks into QuickBooks Desktop: Follow this article for detailed installation instruction.

CHECK MEMO FIELD IMPORTING TRANSACTIONS INTO QUICKBOOKS 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.

eZ Account Import and eZ Credit Card Import become first banking integration applications to pass Intuit's Developers Network certification program.Import Checks 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.

Zachary Systems passes milestone.Zachary Systems partners with Expert Accounting Systems, a top 10 distributer of QuickBooks in South Africa, to resell eZ Account Import and eZ Credit Card Import to small businesses in South Africa.

Zachary Systems passes milestone.Zachary Systems announces the launch of eZ Payment Import for QuickBooks enabling Small Businesses to simply and quickly apply payment data from remote deposit capture and other bank receivable systems to customers and invoices in QuickBooks.

Whether it is importing information for account reconciliation or exporting issued checks for Positive Pay, Zachary Systems has you covered! ZSI’s suite of products makes it easy to import and/or export data from QuickBooks to their financial institution.

ZSI reaches the 10,000 integration mark! ZSI is pleased to announce it has implemented over 10,000 QuickBooks integrations for small business clients.