The QuickBooks import tool included with Steda
Bulk import eighteen kinds of file into QuickBooks Desktop and QuickBooks Online, staged and validated row by row, with a log of every run. Included with every Steda subscription.
Sample Company · Import run, bills.csv
Staged, nothing postedRows
5
Valid
4
Flagged
1
| Row | Vendor | Amount | Check |
|---|---|---|---|
| 2 | Cobalt Packaging | 4,820.00 | Valid |
| 3 | Redfern Electric | 1,275.00 | Valid |
| 4 | Westmark Staffing | Amount is missing | |
| 5 | Tallgrass Utilities | 9,880.00 | Valid |
| 6 | Juniper Print Works | 2,640.00 | Valid |
Why it comes with Steda
The people who close the month are usually the ones asked to load a year of bills or a new chart of accounts into QuickBooks, so the tool is included with Steda.
A bulk import puts hundreds of documents into the books at once. Steda stages the file, 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, and you map the columns once. Nothing is sent to QuickBooks yet.
02
Review every row
Each row is shown mapped and validated before anything is saved or posted. An error shows on its own row, with the reason.
03
Post and keep the record
Post to QuickBooks Online on click, or queue for the next Web Connector run on Desktop. The run stays in the log with a downloadable results file, and a posted batch can be undone.
What the tool does
Staged 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 every run
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.
Registers load through a separate import
A register loads into Steda, not into QuickBooks, so it needs no connection. Each one has a template: fill it from Fixed Asset Manager, a legacy system, or the workbook, and upload it as a CSV.
Every row is checked before anything is saved. One bad row rejects the whole file with its row number, and the same file cannot load twice.
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?
What does it not import yet?
Does it work with QuickBooks Desktop Enterprise?
What happens when a row is wrong?
Can an import be undone?
Can I buy the import tool on its own?
Does it need a QuickBooks connection?
Is this how the registers get loaded?
Related
- Fixed asset software for QuickBooks DesktopEnterprise through the Web Connector, journal entries posted into the company file, a replacement for Fixed Asset Manager.
- Fixed asset register softwareBook and tax depreciation side by side, period close with an audit trail, for QuickBooks Online and Desktop.
- Lease accounting software for QuickBooksRight-of-use asset and lease liability under Accounting Standards Codification 842, on the same effective interest schedule as your notes payable.
- Texas property tax rendition softwareRenditions built from the fixed asset register, on the Comptroller percent-good schedule for the year, ready before 15 April.
- Accounts receivable software for QuickBooks DesktopA ranked worklist from your aging, reminder runs you approve, and disputes, for Desktop including Enterprise.
- Customer payment portal for QuickBooksYour own subdomain and your own Stripe account, with the payment written back to the invoice and the payout reconciled.
See also the product, pricing, and articles.