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SaasAnt Transactions has become an indispensable tool for QuickBooks users looking to streamline their workflow and save time. Users have …
Starting at $9.99 per month
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What is SaasAnt Transactions?
SaasAnt Transactions is an application designed to streamline transaction management for QuickBooks Online and QuickBooks Desktop. According to the vendor, this versatile tool is used by accounting professionals, pro advisors, and business owners of various sizes, including small businesses and large...
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$9.99
Cloud
per month
Premium
$30
Cloud
per month
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- No setup fee
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- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Product Details
- About
- Tech Details
What is SaasAnt Transactions?
SaasAnt Transactions is an application designed to streamline transaction management for QuickBooks Online and QuickBooks Desktop. According to the vendor, this versatile tool is used by accounting professionals, pro advisors, and business owners of various sizes, including small businesses and large enterprises. It is commonly utilized by accountants, bookkeepers, financial consultants, e-commerce businesses, and retail businesses to efficiently import, export, and delete transactions in bulk, potentially saving time and effort in manual data entry and data management.
Key Features
Bulk Import Transactions: According to the vendor, SaasAnt Transactions allows users to import transactions in bulk from Excel, CSV, IIF, and text files into QuickBooks Online and QuickBooks Desktop. Users can map file headers to QuickBooks fields, review the mapping using preview mode, and adjust import settings before importing the transactions, potentially saving time and effort in manual data entry.
Bulk Export Transactions: The vendor states that SaasAnt Transactions enables users to export transactions in bulk from QuickBooks Desktop. Users can select the desired transactions and export them to Excel or CSV files for further analysis or reporting purposes. This feature aims to streamline data management and reporting processes, potentially improving access to transaction data.
Bulk Delete Transactions: According to the vendor, SaasAnt Transactions provides a bulk delete feature for QuickBooks Online and QuickBooks Desktop. Users can select multiple transactions and delete them in one go, eliminating the need for time-consuming individual deletions. This feature aims to facilitate efficient data cleanup and management in QuickBooks.
Data Validation and Preview: The vendor claims that SaasAnt Transactions offers a data validation feature that allows users to preview and edit their data before importing it into QuickBooks Desktop. Users can review the data grid, validate all the details, and make necessary edits to ensure accuracy and integrity. This feature aims to help users avoid errors and discrepancies in their transaction data.
Audit History: According to the vendor, SaasAnt Transactions provides an audit history feature that keeps track of all imported or deleted QuickBooks transactions. Users can access the audit history to review and track changes made to their transaction data, potentially ensuring transparency and accountability in managing QuickBooks transactions.
Premium Support: The vendor states that SaasAnt Transactions offers dedicated support to its users, including accounting professionals and QuickBooks users. Users can reach out to the support team for assistance, personalized demos, and training. This premium support aims to provide users with expert guidance and assistance when using SaasAnt Transactions.
SaasAnt Transactions Features
- Supported: Accounts Payable
- Supported: Accounts Receivable
- Supported: Bank Reconciliation
- Supported: Billing & Invoicing
- Supported: Budgeting/Forecasting
- Supported: CPA Firms
- Supported: Expense Tracking
- Supported: Financial Reporting
- Supported: Fixed Asset Management
- Supported: For Government
- Supported: Fund Accounting
- Supported: General Ledger
- Supported: Inventory Management
- Supported: Multi-Currency
- Supported: Nonprofits
- Supported: Payroll Management
- Supported: Project Accounting
- Supported: Purchase Order Management
- Supported: Tax Management
- Supported: Data Capture and Transfer
- Supported: Data Quality Control
- Supported: Data Replication
- Supported: Data Retrieval
- Supported: Compliance Management
- Supported: Customer Engagement
- Supported: Performance Management
- Supported: Reporting/Analytics
SaasAnt Transactions Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Windows |
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- Business Problems Solved
SaasAnt Transactions has become an indispensable tool for QuickBooks users looking to streamline their workflow and save time. Users have found that the software efficiently addresses their concerns, allowing them to import credit card transactions and pull in a list of transactions directly into QuickBooks Desktop. This eliminates the need for manual data entry, saving valuable time and improving productivity.
One of the key use cases of SaasAnt Transactions is simplifying the payment process. Users appreciate how the software makes it hassle-free to upload invoicing information into QuickBooks, eliminating repetitive tasks and reducing the time spent on entering invoices and bills. By smoothly and quickly uploading spreadsheets from other programs once the mapping is set up and saved, users are able to process high volumes of client data efficiently.
In addition to its time-saving capabilities, SaasAnt Transactions also offers great value for its features. Its affordability paired with its range of capabilities has made it a widely used import tool for QuickBooks Online clients. Users find that the combination of Excel and SaasAnt Transactions creates efficiency in various repetitive tasks, such as income entry and payroll allocations. Furthermore, users have lauded the excellent customer support provided by SaasAnt, which helps solve problems quickly and adds to their positive experience with the product.
Overall, SaasAnt Transactions has consistently proven itself to be a powerful tool that not only simplifies data import but also inspires users to learn new ways to use Excel and maximize the software's capabilities. Whether it's importing credit card transactions or streamlining invoicing processes, users find immense value in this software that delivers efficiency, affordability, and outstanding customer support.