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Business Central forum

Transaction upload from excel

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I would like to move a number of clients/entities with hundreds and some thousands of transactions per day from Quickbooks with SAASANT upload tool, to Dynamics 365 Business. Is there a tool for Dynamics the same as Saasant for. Quickbooks?  My clients/entities are already on sharepoint/office365/exchange, etc. but can't move to dynamics business as it would mean employing accounting teams for hundreds of thousands whereas the saasant app for uploading transactions from excel to quickbooks costs $40 per month.  Perhaps there is an app/feature being built or recently built for dynamics business?

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  • JVDB Profile Picture
    on at

    Have a look at the Saasant app for quickbooks online and download their excel template - you will see that any type of import (journal, expense, invoice,  payment, etc) is possible. This is the sort of tool that is needed for dynamics 365 to work with SMEs as sme's are interacting with their suppliers, customers and sales channels via spreadsheets.

  • JVDB Profile Picture
    on at

    No response from Microsoft

  • Mary Myers Profile Picture
    2 on at

    What was the outcome of this?  I have a client that has aprox. 18months worth of transactions from QB that they want exported to BC.  Of course you can use the extension to upload balances, but they would like transaction level details. 

  • Community Member Profile Picture
    on at

    To understand your question better, are the transactions historical (already in QuickBooks) or are these new new transactions occurring each day that need to be brought into Business Central? What kind of transactions are these? PM me, I may be able to help.

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