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gerdgoebel
October 20, 2023
Question

I somebody using Savant Bank Statement import into QBD 2020?

  • October 20, 2023
  • 2 replies
  • 0 views

I am using QBD 2020 Prem.

I was hoping that somebody is using SaasAnt Importer to import bank statements into QBD.

I tried it with the latest version of the app, the import works, but for deposits the payee and the number is not updated. Account, amount and memo fields are updated correctly.

If I go into the deposit itself I see who it was from, but on the bank register the payee is not updated.

Everything works for payments.

Has anybody had the same problem and did you find a solution for it?

2 replies

G
gerdgoebelAuthor
October 20, 2023

Sorry, the the tile is wrong.

I am using the SaasAnt Desktop Importer.

G
gerdgoebelAuthor
October 20, 2023

Sorry, the the title is wrong.

I am using the SaasAnt Desktop Importer.

Fiat Lux - ASIA
Fiat Lux - ASIA
October 21, 2023

Have you tried TP?

https://get.transactionpro.com/qbd

 

G
gerdgoebelAuthor
October 22, 2023

Thanks for your reply, Fiat Lux - ASIA

 

I had tested it for my other imports but after it does not support importing Build Assemblies, I chose Business Importer as my main import app. But this has some other issues with importing bank transaction. All other imports work just fine.

 

The strange thing is, that the issue happens only for deposits, but if I go directly into the deposit I see the payee and the transaction number, but I don't see either one on the bank register. Currently, I add the missing fields manually.

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