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YCS570
Level 1

Import Invoices & Service Type

Hi,

 

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!

3 Comments 3
Fiat Lux - ASIA
Level 15

Import Invoices & Service Type

Did you already use the Tracking Number field for other purpose?

 

RefNumberCustomerTxnDateDueDateShipDateShipMethodNameTrackingNumSalesTermLocationClassBillAddrLine1BillAddrLine2BillAddrLine3BillAddrLine4BillAddrCityBillAddrStateBillAddrPostalCodeBillAddrCountryShipAddrLine1ShipAddrLine2ShipAddrLine3ShipAddrLine4ShipAddrCityShipAddrStateShipAddrPostalCodeShipAddrCountryPrivateNoteMsgBillEmailBillEmailCcBillEmailBccCurrencyExchangeRateDepositToBePrintedToBeEmailedAllowIPNPaymentAllowOnlineCreditCardPaymentAllowOnlineACHPaymentShipAmtShipItemDiscountAmtDiscountRateTaxRateTaxAmtDiscountTaxableLineServiceDateLineItemLineDescLineQtyLineUnitPriceLineAmountLineClassLineTaxable
101Janice Johnson01/10/2020 01/12/2020Ground Net 30  110 Main StreetSuite 2000  DallasTX99875 110 Main StreetSuite 2000  DallasTX99875 Special HandlingThank you for your order!     0NYNNY12Shipping 0.02  Y MP3 PlayerBlue MP3 Player255  TAX
101Janice Johnson01/10/2020 01/12/2020Ground Net 30  110 Main StreetSuite 2000  DallasTX99875 110 Main StreetSuite 2000  DallasTX99875 Special HandlingThank you for your order!     0NYNNY12Shipping 0.02  Y Leather CaseLeather Case210  TAX
101Janice Johnson01/10/2020 01/12/2020Ground Net 30  110 Main StreetSuite 2000  DallasTX99875 110 Main StreetSuite 2000  DallasTX99875 Special HandlingThank you for your order!     0NYNNY12Shipping 0.02  Y Gift CardsGift Cards25  TAX
102Leonard Walker Inc01/10/2020    Net 30  9 Winding Road   WinchesterNY12345 9 Winding Road   WinchesterNY12345  Thank you for your order!     0YNNNY      Y HandheldsPortable Game Player1100  TAX

 

We can also import the invoice data with TP

https://transactionpro.grsm.io/qbo

 

YCS570
Level 1

Import Invoices & Service Type

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. 

MirriamM
Moderator

Import Invoices & Service Type

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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