How to Import Bank Statements into QuickBooks Desktop?

Import Bank Statements from Supported File Formats straight into QuickBooks Desktop using SaasAnt Transactions - # 1 user rated and Intuit trusted bulk data automation tool built exclusively for QuickBooks.

SaasAnt Transactions supports QuickBooks Pro, Premier, Enterprise and Accountant Editions.

You can download the free trial offer of the software directly from the SaasAnt Website. Follow this short article for an in depth installation instruction.

Basic Import Steps
Importing with SaasAnt Transaction is very simple with your simplified and powerful Import wizard. Just follow a simple 3 step process to bulk import your file data to QuickBooks.

Click Import button into the Dashboard screen or Import option through the File menu into the menubar to navigate to File Selection screen of the Import wizard(Step 1).

Step one - File Selection: Select "QuickBooks Transaction Type" as "Bank Statement". "Select Your File" - You may either click "Browse File" to browse and choose the file from local computer folder or click "Sample Templates" to navigate to SaasAnt sample file in local.
Step 2 - Mapping: Set up the mapping associated with the file columns corresponding to QuickBooks fields. This step will likely be automated for you personally by using the SaasAnt template file. Download Sample Template file.
Step three - Review & Import: Review your file data into the Review Grid screen and then click "Send to QuickBooks" to upload your file data to QuickBooks.
More in depth instruction of the steps can be found in this article.

A host of powerful customisations for your file data is available with Import Settings. This is for sale in the Step 3: Review & Import screen or directly under "Edit" Menu when you look at the menubar. Some of the very useful settings for transaction includes:

Pre-Import Validation: Validate the whole file before importing to QuickBooks. By turning this setting ON, file rows may be imported only after clearing up all the issues in file. This method however will delay the import. If you want to learn about Download Bank Statement to QuickBooks then get in touch with our tech experts.