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BeenOne
Level 1

How to upload VISA expenses done in excel using Saasant software

 
2 Comments 2
JamesM4
QuickBooks Team

How to upload VISA expenses done in excel using Saasant software

Hi BeenOne,

 

It's good to learn you're using QuickBooks to streamline your work. The program offers the flexibility that allows you to connect your favourite apps so you can seamlessly sync your data. I'll be happy to steer you in the right direction. 

 

The good thing about QuickBooks is you can sync your SaasAnt transactions using a third-party app which you can find on our app store using this link here. Once you've successfully connected the app, I recommend you to check out this article which shows you how to import your transactions into QB Online

 

You can also upload Excel files into QuickBooks and I encourage you to check out this article here that shows you how. Let me know if this info here helps. I'll be here in case you have other questions. 

Fiat Lux - ASIA
Level 15

How to upload VISA expenses done in excel using Saasant software

@BeenOne 

You may prepare the Credit Card Charges data with the following template

RefNumberCreditCardPayeeTxnDateLocationAddressLine1AddressLine2AddressLine3AddressLine4AddressCityAddressStateAddressPostalCodeAddressCountryPrivateNoteCurrencyExchangeRateExpenseAccountExpenseDescExpenseAmountExpenseBillableStatusExpenseBillableEntityExpenseClassLineItemLineDescLineQtyLineUnitPriceLineAmountLineBillableStatusLineBillableEntityLineClass
101Visa AccountStarbucks01/10/2020            General SuppliesMiscellaneous12.51   Supplies  112   
102AmexCostco01/10/2020            General SuppliesOffice Supplies125           
103MasterCardStaples, Inc.01/10/2020            Office SuppliesOffice Supplies25           

 

then utilize an importer tool

https://transactionpro.grsm.io/qbo

 

As another option, you may explore this converter app

https://www.moneythumb.com/?ref=110

 

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