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Join nowHi,
I'm accounts receivable at a courier company, and I just had a question about importing invoices through SaasAnt.
With the nature of some of our deliveries, we need to import Bill of Lading numbers, which we categorize as the sales description for importing to Quickbooks so that number is listed on specific jobs on the invoice. However, every time we import these with services with a new description, it creates a new service type. I.E. if we upload an invoice with a service type "Deliveries Made" with a BOL/Sales Description number "1234567" for the price of $19.99, it creates an entirely new service with those details, when preferably we would like there just to be one service type "Deliveries Made" with a generic blank description and price under products and services. This way importing doesn't create a million of the same service types just because we have the different BOL and price for it.
Is it possible to at least stop SaasAnt from creating these new service types? It's hard to explain but I'm hoping someone can help!
Did you already use the Tracking Number field for other purpose?
RefNumber | Customer | TxnDate | DueDate | ShipDate | ShipMethodName | TrackingNum | SalesTerm | Location | Class | BillAddrLine1 | BillAddrLine2 | BillAddrLine3 | BillAddrLine4 | BillAddrCity | BillAddrState | BillAddrPostalCode | BillAddrCountry | ShipAddrLine1 | ShipAddrLine2 | ShipAddrLine3 | ShipAddrLine4 | ShipAddrCity | ShipAddrState | ShipAddrPostalCode | ShipAddrCountry | PrivateNote | Msg | BillEmail | BillEmailCc | BillEmailBcc | Currency | ExchangeRate | Deposit | ToBePrinted | ToBeEmailed | AllowIPNPayment | AllowOnlineCreditCardPayment | AllowOnlineACHPayment | ShipAmt | ShipItem | DiscountAmt | DiscountRate | TaxRate | TaxAmt | DiscountTaxable | LineServiceDate | LineItem | LineDesc | LineQty | LineUnitPrice | LineAmount | LineClass | LineTaxable |
101 | Janice Johnson | 01/10/2020 | 01/12/2020 | Ground | Net 30 | 110 Main Street | Suite 2000 | Dallas | TX | 99875 | 110 Main Street | Suite 2000 | Dallas | TX | 99875 | Special Handling | Thank you for your order! | 0 | N | Y | N | N | Y | 12 | Shipping | 0.02 | Y | MP3 Player | Blue MP3 Player | 2 | 55 | TAX | |||||||||||||||||||||
101 | Janice Johnson | 01/10/2020 | 01/12/2020 | Ground | Net 30 | 110 Main Street | Suite 2000 | Dallas | TX | 99875 | 110 Main Street | Suite 2000 | Dallas | TX | 99875 | Special Handling | Thank you for your order! | 0 | N | Y | N | N | Y | 12 | Shipping | 0.02 | Y | Leather Case | Leather Case | 2 | 10 | TAX | |||||||||||||||||||||
101 | Janice Johnson | 01/10/2020 | 01/12/2020 | Ground | Net 30 | 110 Main Street | Suite 2000 | Dallas | TX | 99875 | 110 Main Street | Suite 2000 | Dallas | TX | 99875 | Special Handling | Thank you for your order! | 0 | N | Y | N | N | Y | 12 | Shipping | 0.02 | Y | Gift Cards | Gift Cards | 2 | 5 | TAX | |||||||||||||||||||||
102 | Leonard Walker Inc | 01/10/2020 | Net 30 | 9 Winding Road | Winchester | NY | 12345 | 9 Winding Road | Winchester | NY | 12345 | Thank you for your order! | 0 | Y | N | N | N | Y | Y | Handhelds | Portable Game Player | 1 | 100 | TAX |
We can also import the invoice data with TP
https://transactionpro.grsm.io/qbo
The tracking number field only seems to put the option up at the top by terms and shipping dates. Is there a column that can be added by the product/service description? We have multiple different BOL's on one invoice.
Hello there, YCS570.
When it comes to using third-party apps, QuickBooks Online (QBO) doesn't control how the items and transactions are transported in. We only receive and record the data on the system.
To ensure that the transactions sync to QBO the way you want it, I'd recommend contacting SaasAnt Customer Care Support. They can review the connection setup between SaasAnt and QBO and help you get back on track.
Let me know if you have any additional questions by using the Reply option below. I'm here to ensure your continued success. Have a great day!
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