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Level 1

QBO-Using Excel Transactions Importer and Deleter from SAASAnt

Hello! I have a client who runs all their checks through VersaCheck and then sends me a monthly spreadsheet file of the transactions. Since there are typically 400+ checks per month I opted to subscribe to use an importing app from SAASAnt to streamline my process. I format the data per their template and every looks perfect when I import it. But when I match the bank downloads to the checks I've imported the check numbers vanish off the transactions. My only guess is that the bank information is overriding my posted checks (some of the transactions import without check numbers from the bank). The only solution I've come up with is to exclude the checks that import from the bank.

 

Any suggestions on what I might be missing? I appreciate any insights, this has me stumped!

 

 

1 Comment
Anonymous
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QBO-Using Excel Transactions Importer and Deleter from SAASAnt

Hey @CarenC,

 

Welcome to the community. I've never used SAASAnt, but most import issues into QuickBooks are usually the result of formatting - there's line where it shouldn't be or a character/typo that is making the import tool misread the data.

 

I dug up this troubleshooting guide on importing checks into QuickBooks Online - scan the Excel formatting requirements and make sure everything matches. Give that a try and let me know if you still run into issues!

 

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