Steps to Import Purchase Order into QuickBooks Desktop

1
WWW.SAASANT.COM
STEPS TO IMPORT PURCHASE ORDER INTO QUICKBOOKS
DESKTOP
2
ESSENTIAL THINGS TO KNOW

• Launching SaasAnt Transactions The first step in
  importing purchase orders into QuickBooks Desktop
  involves downloading, installing, and launching
  SaasAnt Transactions. Users need to click 'File'
  and select 'Connect to QuickBooks' to establish a
  connection between SaasAnt Transactions and
  QuickBooks Desktop.
• Uploading the Purchase Orders File The next step
  is to upload the purchase orders file by clicking
  'New Import'. SaasAnt Transactions supports
  various file formats, including Excel, CSV, and
  IIF, accommodating different types of data.
• Mapping the Fields An important part of the
  process is mapping the fields in the uploaded
  file correctly with the corresponding QuickBooks
  fields in the mapping screen. This ensures
  accurate data integration into QuickBooks
  Desktop.
• Reviewing Data Before Final Import Before
  finalizing the import, it's crucial to review the
  mapping to ensure that all data is correctly
  aligned and ready for integration into QuickBooks
  Desktop.
• Completing the Import Process The final step
  involves completing the import process. This step
  is vital for ensuring the accuracy and
  reliability of financial data. The blog also
  mentions the ability to use the revert feature in
  SaasAnt Transactions to undo the import if
  necessary.

WWW.SAASANT.COM
3
For more details visit
Steps to Import Purchase Order into QuickBooks
Desktop
WWW.SAASANT.COM