Included with every subscription
The QuickBooks import tool included with Steda
Bulk import eighteen kinds of file, from the chart of accounts to a bill payment, into QuickBooks Desktop and QuickBooks Online, staged and validated row by row, with a log of every run. It ships with every Steda subscription and is not sold separately.
Why the import tool comes with the registers
Steda keeps the month-end registers beside QuickBooks. The import tool is how each one gets in, and the same tool bulk imports invoices, bills, and journal entries into QuickBooks. Both run through the same staging and review.
A bulk import puts hundreds of documents into the books at once, from a file several people may have edited. Steda stages the file, shows every row mapped and validated, records who ran the batch and what happened to each row, and lets you undo it.
How it works
01
Upload and map
A CSV or Excel file uploads to a staging area first. Map the columns once. Nothing touches QuickBooks yet.
02
Review every row
Each row is shown mapped and validated before anything is saved or posted. Errors surface per row with the reason, not as a failed batch.
03
Post, then keep the record
Post to QuickBooks Online on click, or queue for the next Web Connector run on Desktop. Download the results file. The run stays in the log, and a posted batch can be undone.
What the tool does
Staged first
Every file uploads to a staging area first. You see each row, mapped and validated, before anything is saved or posted.
Works with both QuickBooks
Posts to QuickBooks Online through the API and to QuickBooks Desktop, including Enterprise, through the Web Connector. The same file works for either destination.
A log of everything
Every import run is recorded: who ran it, what file, which rows posted, which were skipped and why.
A results file and an undo
Each batch produces a downloadable results file with the outcome per row. A posted batch can be undone, and the undo is recorded too.
What it imports
Document and list types
- Chart of accounts
- Customers
- Vendors
- Items
- Invoices
- Credit memos
- Sales receipts
- Customer payments
- Bills
- Bill payments, check
- Bill payments, credit card
- Checks
- Credit card charges
- Credit card credits
- Vendor credits
- Purchase orders
- Deposits
- Journal entries
Into QuickBooks Online through the API, into QuickBooks Desktop, including Enterprise, through the Web Connector.
Onboarding
Your register, imported the same way
Bring any spreadsheet: CSV or Excel, from Fixed Asset Manager, a legacy system, or the workbook itself. Cost, dates, methods, and accumulated depreciation come across as they are.
Every file is staged and previewed. Errors surface per row with the reason, so nothing lands in the register that you have not looked at.
A clean export goes live the same day. A messy one is scoped as implementation work and we do it with you.
Questions
What can it import into QuickBooks?
Eighteen kinds of file: the chart of accounts, customers, vendors, items, invoices, credit memos, sales receipts, customer payments, bills, bill payments, checks, credit card charges and credits, vendor credits, purchase orders, deposits, and journal entries, from a CSV or Excel file, into QuickBooks Online or QuickBooks Desktop.
What does it not import yet?
Estimates and sales orders do not import today. A spend document takes expense lines rather than a product, so a bill for inventory is not something the tool handles yet either.
Does it work with QuickBooks Desktop Enterprise?
Yes. Desktop batches, including Enterprise, post through the Web Connector. Online batches post on click through the API. The same file works for either destination.
What happens when a row is wrong?
It is flagged in staging with the reason, before anything posts. Fix the file or the row and re-check. Rows that fail at posting time are recorded per row in the log and the results file, not as a failed batch.
Can an import be undone?
Yes. A posted batch can be undone: transactions are deleted and created names are made inactive in QuickBooks. On Desktop the undo is queued for the next Web Connector run. The batch and its history stay in Steda.
Can I buy the import tool on its own?
No. The import tool is part of Steda, included at every level, and not sold separately. If a one-off migration is all you need, book a walkthrough anyway; the implementation service may cover it.
Why does a register product include an import tool?
Because the same tool imports your register, your prepaid schedules, and your aging at onboarding. A bulk import into QuickBooks gets the same staging, review, and audit trail as a month-end close.
Related
Fixed asset software for QuickBooks Desktop →
Enterprise through the Web Connector, journal entries posted into the company file, a replacement for Fixed Asset Manager.
Fixed asset register software →
Every depreciation method, book and tax side by side, period close with an audit trail, for QuickBooks Online and Desktop.
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