Using the simple integration tool, SaaSAnt, it is easy to import your Boatyard invoices into QuickBooks. This process takes just a couple of minutes and can be done in batches as frequently as you need to.
💡 Want to save time? Click here to learn more about our automatic QuickBooks integration.
Please note: Boatyard is not affiliated with SaaSAnt in any way. However, we will do our best to support you with any questions you have about using SaaSAnt as an import tool. There may be times that we will need to refer you to SaaSAnt's technical support team.
Click here to learn how to download your invoices from Boatyard to use with SaaSAnt.
How to Import Invoices Using SaaSAnt
Once you have created your SaaSAnt account and connected it to your QuickBooks account, you are ready to get started!
🤩 SaaSAnt will automatically create any new customers and services in QuickBooks from the invoices you import. You do not need to import your customers separately.
First, select "Import" from the home screen in SaaSAnt.
Next, select "Transactions".
Then select "Invoice".
On the next screen, you will be asked to upload a file. You will select your invoice export file from Boatyard.
Next, you need to map the data from Boatyard to the correct fields in QuickBooks. You will only need to do this step the first time you upload a file.
These are the following fields that you will map:
QuickBooks Field Name | Boatyard Field Name |
Invoice Number | Order ID |
Customer | Customer Name |
Invoice Date | Invoice Date |
Sales Tax Amount | Tax Amount |
Product/Service | Service Name |
Product/Service Quantity | Quantity |
Product/Service Rate | Cost |
All other fields can be left blank.
Once you have selected the fields, you can scroll to the bottom and click on "Review".
You will be given an opportunity to review the data to check that you have selected the correct fields. If everything looks good, you can click on "Upload".
And that's it! SaaSAnt will now send all your invoices into QuickBooks!
Your QuickBooks Payments integration between Boatyard and QuickBooks will push the transactions into QuickBooks for you, so then you just need to receive the payment on the invoices to mark them as paid.
⚠️Please Note: Once you've uploaded the invoices into QuickBooks you can remove them by clicking on the "Undo" button in SaaSAnt.
SaaSAnt Subscription Recommendations
If you decide to use SaaSAnt to integrate your Boatyard invoices with QuickBooks we recommend the following SaaSAnt subscription levels:
QuickBooks Online
For QuickBooks Online users, we recommend the "Launch" plan which is available for $15 per month or $100 per year.
QuickBooks Desktop
For QuickBooks Desktop users, we recommend the "Starter" plan which is available for $125 per year.