# SaasAnt Transactions Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Is SaasAnt Transactions the right Data Entry solution for you? Explore 270 verified user reviews from people in industries like yours to make a confident choice.

Source: https://www.capterra.com/p/184336/SaasAnt-Transactions/reviews

---

SaasAnt Transactions

4.8 (270)

[View alternatives](https://www.capterra.com/p/184336/SaasAnt-Transactions/alternatives/)

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/)

* * *

Last updated April 6th, 2026

# Reviews of SaasAnt Transactions

Ease of use

4.7

Customer Service

4.8

## Pros and Cons in Reviews

JK

Jerry K

Chief Operating OfficerLegal Services, 11 - 50 employeesUsed the software for: Less than 6 months.

“sensitive content hidden\] was incredibly helpful at every turn, given the challenges with formatting from QB desktop 2020 to QB desktop 2024 Accountant. “

September 23, 2025

SM

Shaq M

Sr. Ops ManagerTransportation/Trucking/Railroad, 51 - 200 employeesUsed the software for: More than 2 years.

“Not really an issue with SaaSant, but quickbooks is a disaster of a software and sometimes there are issues with SaaSant syncing with QB. But they quickly resolve them.“

June 6, 2024

Krista P

CFORecreational Facilities and Services, 51 - 200 employeesUsed the software for: 1-2 years.

“The price isn't bad for a year, though I don't come close to using all my credits so I wish there was a "starter" plan.“

March 19, 2026

Krista P

CFORecreational Facilities and Services, 51 - 200 employeesUsed the software for: 1-2 years.

“The interface isn't that intuitive. “

March 19, 2026

MG

Madolen G

ControllerRetail, 11 - 50 employeesUsed the software for: 1-2 years.

“The features and functionalities offered by their software are robust, intuitive, and tailored to meet the diverse needs of modern ecommerce brands looking for an affordable option to import and export data.“

March 28, 2024

GC

Gary C

VP Finance & TransformationHospital & Health Care, 51 - 200 employeesUsed the software for: 6-12 months.

“Prior to SaasAnt Transactions we were downloading reports in QBW Enterprise as CSV and data import was problematic with legacy QB IIF file format.“

July 14, 2023

JT

Jaclyn T

Client Advisory Services ManagerAccounting, 2 - 10 employeesUsed the software for: Less than 6 months.

“It allows me to import historical data such as invoices, attach payments to them, credits, even edit customer information that already exists in QBO (my new favorite feature).“

March 20, 2024

KR

Karen R

Senior AccountantInsurance, 51 - 200 employeesUsed the software for: 6-12 months.

“Makes me think changes were made and then how I was do it no longer works. Since I keep documentation on how to create the files & the instructions get changed periodically.“

March 14, 2024

## Showing most helpful reviews

Showing 1-25 of 270 Reviews

Sort by:

Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

Shea T.  
Bookkeeper  
Accounting  
Used the software for: 6-12 months

### "Life Changing Product"

June 27, 2019

4.0

SaasAnt Transactions has changed the way I look at problems in my work. It's so useful and powerful that it has inspired me to learn new and interesting ways to use Excel, then, in turn, those skills have allowed me to get even more out of SaasAnt Transactions. We have been able to create efficiency in a number of repetitive tasks using a combination of Excel and SaasAnt. I have cut the time I spend to enter one client's weekly income from 4 hours to about 2, and have turned Payroll Allocations from a 2 hours process to a half hour. I can't imagine going back to a world without SaasAnt. Our firm was hesitant to use other Import tools as they were very expensive, and we weren't sure we would get the full value out of them. We use SaasAnt for pretty much every client we have in QuickBooks Online now, since SaasAnt is so affordable and easy to scale.

Pros

The ability to import pretty much any type of information that exists in QuickBooks Online. The ability to map existing reports to fields in QuickBooks Online. The ability to save mappings to use over and over again. Support that knows their product. Import, Export, and Delete features all rolled into one product.

Cons

There is a learning curve to using the software, for sure. You need to understand how it imports different transactions types and list items differently. You may have issues with duplicate accounts or other list items if you aren't careful to verify and validate your data.

Review Source

TS

Trina S.  
Controller  
Hospitality  
Used the software for: Less than 6 months

### "Saasant is a great option for Importing files, especially with Quickbooks Online"

April 9, 2025

5.0

Overall I am very pleased. Attempting to import the transactions without the program was tedious and with numerous errors. Upon using Saasant, the process became much simpler with easy changes if an error occurred. No comparison from before Saasant to after it.

Pros

The program is able to convert different file extensions. I am currently using for .cvs and .iff. It is able to distinguish the current field name conventions in order to match them, or you can choose a different naming convention (not sure why you would). Upon import, it then displays the transactions for review and/or change prior to posting. In the event of an error, it will advise. You can then correct it and repost.

Cons

The date format. I wish it could recognize the date format being used and then allow a mass date format change. I'm importing from two different programs using two different date formates, which then requires me to change the date format first in settings, prior to importing the files.

Alternatives considered

[Microsoft Excel](https://www.capterra.com/p/176574/Excel/)

Reason for choosing SaasAnt Transactions

Saasant provides the additional feature of reading the current field and then inserting it into the template upon import. It's more of a database design rather than spreadsheet.

Review Source

VR

Verified Reviewer  
CFO  
Recreational Facilities and Services  
Used the software for: 1-2 years

### "Works well, not super intuitive"

March 19, 2026

5.0

Overall, it simplifies my month end and increases the accuracy of my entries. I don't use it for much else but it's worth it for those things!

Pros

This doesn't have a lot of bells and whistles (or at least I don't use them if they do!) but it's great for what it is: a simple way to import journal entries or other items into QBO. The price isn't bad for a year, though I don't come close to using all my credits so I wish there was a "starter" plan.

Cons

The interface isn't that intuitive. I have to choose "Bulk Upload" to upload one entry, or if there's another way, I don't know where!

Review Source

VR

Verified Reviewer  
Finance Manager  
Information Technology and Services  
Used the software for: 1-2 years

### "It saves me a lot of time"

August 14, 2023

3.0

Overall, I like it. Mostly because it saves me time when I dont have other ways of entering these kind of transactions

Pros

I use SaaSAnt for bills that I dont have the time to split the charges into clients and SaaSant makes this really simple.

Cons

Sometimes it's not easy to map fields and It took some days to understand how it worked, but now that i am used I like it.

Review Source

sM

surjit M.  
President  
Accounting  
Used the software for: 2+ years

### "Saasant review"

April 3, 2026

5.0

Pros

i have great experience with \[sensitive content hidden\], she did really good job. fix the issue. she's the best .

Cons

easy use.

Review Source

MG

Madolen G.  
Controller  
Retail  
Used the software for: 1-2 years

### "Best Software Ever!!"

March 28, 2024

5.0

Pros

I've been utilizing the services of SaasAnt Transactions for quite some time now, and I can confidently say that they have set the gold standard when it comes to customer service and providing indispensable software solutions for ecommerce brands. First and foremost, let's talk about their customer service. The support team at SaasAnt Transactions goes above and beyond to ensure that any concerns or queries are addressed promptly and effectively. Whether it's troubleshooting technical issues or providing guidance on optimizing their software for my specific needs, they consistently deliver exceptional service with a personal touch that is truly commendable. Now, let's dive into their software. In a landscape where ecommerce platforms are a dime a dozen, SaasAnt Transaction's software stands out as a game-changer. It's not just another tool in the toolbox; it's an invaluable asset that has significantly streamlined my operations and enhanced the overall efficiency of my ecommerce business reporting. The features and functionalities offered by their software are robust, intuitive, and tailored to meet the diverse needs of modern ecommerce brands looking for an affordable option to import and export data. What truly sets SaasAnt Transactions apart, however, is their unwavering commitment to innovation and continuous improvement. They don't rest on their laurels; instead, they are constantly evolving and refining their software to stay ahead of the curve and anticipate the evolving needs of their customers. In conclusion, I cannot recommend SaasAnt Transactions highly enough. Their exceptional customer service, coupled with their indispensable software solutions, make them an indispensable partner for any ecommerce business. If you're in the market for a reliable partner who truly cares about your success, look no further than SaasAnt Transactions. They have earned my trust and loyalty, and I look forward to continuing to work with them for many years to come.

Cons

Occasionally, our account would have a few issues with errors importing. However, the customer service team was always impeccable in making sure our concerns were addressed and fixed promptly.

Review Source

KH

Kyle H.  
IT Director  
Entertainment  
Used the software for: Less than 6 months

### "The best import/export tool for QuickBooks Desktop on the market!"

August 28, 2019

5.0

Using the tool is relatively easy, once you learn about the import options and how to create templates for imports. When you get stuck, they have plenty of online videos and support articles to explain everything. If you still can't figure it out, their tech support team is top-notch. While it would be nice to pay a one-time fee instead of paying an annual subscription, that seems to be the pricing model everyone is using these days. But, the cost is still well worth it when I consider how many hours it has saved me compared to entering invoices and bills the old method. I'm still surprised that QuickBooks hasn't added an option to let you create and invoice and add payment for that invoice on a single screen. I realize that doesn't reflect the real-world process of how it's supposed to work - but we often end up entering invoices and payments all at once. But, none of that matters. Now, I can import one month's worth of invoices and payments all at once! No more carpel tunnel syndrome!

Pros

This product has everything I need to automate the import, export, modification and deletion of QuickBook Desktop Pro records. I spent over a week evaluating every tool in this category, and this was the best one. Hands down! I like that it has a modern interface (it's similar to Windows 10 applications not a Windows 95 application, like some of the other tools out there). And, the application is easy to navigate and use - with built in help and context clues (question marks that you hover over to tell you what an option is for). I also liked that the import templates use header names that match the names used in QuickBooks Desktop. This is not the case with many of the competitor products, which have template where the headers are a bit cryptic. I have also been impressed with their technical support. During regular hours, I can quickly get connected immediately to someone via chat. If I submit a ticket during after hours, they always get back to me within a few hours after they are open for business.

Cons

There are only a couple of features (which I am hoping they can fix in their next release) that I don't like. When trying to export records for a give date range you are required to use the calendar pop-up window to select the dates. I would prefer to also have the option to enter the dates by typing them in. Also, when exporting records the have built-in time periods (Lat 7 days; Last 30 days; Last 90 days; Last year) you can select from. I am hoping they add the option to export "All records". There is a way to export all records, but that requires me to enter the dates (e.g., 1/1/1900 - 12/31/2200). Because I am using this tool to update ALL of my QuickBooks records, having a feature that allowed me to export all records would make this process quicker.

Alternatives considered

[Business Importer](https://www.capterra.com/p/184214/Business-Importer/)

Reason for choosing SaasAnt Transactions

Some of the other products lacked the ability to delete records. Or, they required you to buy a separate tool for this functionality.

Switched from

[Zed Axis](https://www.capterra.com/p/162196/Zed-Axis/)

Zed-Axis had an outdated interface (it looked like it was designed back with Windows 95 was popular) and I wasn't able to save Excel files with filenames longer than 31 characters. This was presumably because their product only supports Excel 2007 - which is a rather old version of this product. When I contacted their technical support about this, their response was "We'll pass this along to our development team". That gave me the impression they weren't even aware of this limitation.

Review Source

AD

Avelino D.  
Consultant  
Accounting  
Used the software for: 1-2 years

### "Encounter a problem with connection"

February 1, 2024

5.0

I have a problem connecting Saasant with old Quickbooks version 11. . . I reach out to Saasant thru chat . . and start talking to Mr. \[sensitive content hidden\] . . . He speak very clearly , very courteous and most importantly very PATIENCE solving the problem . . . for 2 week , He keeps on trying difference solution . . . Mr. \[sensitive content hidden\] never give up . . finally , tonight. . . He successfully solve my problem . . . I'm very thank you to \[sensitive content hidden\] . . . now, I can start working easy again using Saasant Transaction . . .

Pros

Saasant Transaction help me transfer Bulk Data from Excel . . . specially Inventory with multiple site location

Cons

None. I think all Quickbooks Desktop user should have Saasant standby . . .

Alternatives considered

[QuickBooks Enterprise](https://www.capterra.com/p/174984/QuickBooks-Enterprise/)

Reason for choosing SaasAnt Transactions

Saasant Transaction . . menu is easy to understand . . easy to navigate . . . I will stick to Saasant . .

Review Source

JG

Jamie G.  
Account manager  
Staffing and Recruiting  
Used the software for: 2+ years

### "SaasAnt helps meet payroll"

May 22, 2025

5.0

Overall, SaasAnt has been great for us and helped to really streamline payroll allowing us to easily import information from our time/po to quickbooks.

Pros

SaasAnt makes accounting easy because it integrates with our Quickbooks. We can do bulk imports of info via SaasAnt and it makes it so streamlined to move info.

Cons

At this time the only con would be the times that SaasAnt is down and we are unable to process payroll until we can upload the info but normally they have it fixed fast.

Review Source

JK

Jerry K.  
Chief Operating Officer  
Legal Services  
Used the software for: Less than 6 months

### "QB 2020 to QB 2024 Desktop"

September 23, 2025

5.0

\[sensitive content hidden\] was incredibly helpful at every turn, given the challenges with formatting from QB desktop 2020 to QB desktop 2024 Accountant. He is very easy to understand and work with. Very much appreciate him and his talents.

Pros

Connectivity with QB 2020 and QB 2024. The ability to check transactions outside of QB in addition to several upload, export, import transactions, as well as, migrations from QB 2020 to QB 2024.

Cons

Nothing so far.

Review Source

AL

Andrew L.  
Business Manager  
Religious Institutions  
Used the software for: 1-2 years

### "This is the best QBD builk import tool available"

July 6, 2023

5.0

I was looking for a tool that could easily import our credit card transactions into Quickbooks Desktop. Our credit card rep informed me that I should look into Saasant, as it would allow me to pull in a list of transactions directly into Quickbooks. The first time I successfully imported our transactions, it was incredible!

Pros

Saasant is AMAZING! It has literally saved me hours of time in data entry and inputting bank and credit card transactions. Our credit card issuer is flexible and allows me to already list expense accounts and classes in the software, so all I have to do is download the spreadsheet, link the fields, and Saasant will import it directly into quickbooks and assign all the right accounts and classes.

Cons

The interface is a bit outdated, and it has a slight learning curve. But you gain far more than that in the time it saves.

Review Source

DS

Darin S.  
Consultant  
Automotive  
Used the software for: 2+ years

### "Great Product, Great Support"

March 22, 2024

5.0

When any contact with their support has been required, they are always prompt and resolve the issue completely and with as little effort as possible from our end. Very appreciated!

Pros

SaaSAnt Transactions is an intuitive and easily configured product for use in our QuickBooks integration. Performs flawlessly ever time.

Cons

There are no complaints from our end regarding SaaSAnt Transactions.

Review Source

GB

Gina B.  
Owner  
Management Consulting  
Used the software for: 2+ years

### "Excellent Help from \[sensitive content hidden\]!"

January 18, 2024

5.0

I couldn't do my job without it! While my clients don't usually know that I've used SaasAnt as a tool to integrate their data, I am excited to have had the opportunity to share my "secret" with a major client who will now be ensuring all their service reps add SaasAnt to their QBO. Again, thank you \[sensitive content hidden\]!

Pros

Whenever I set-up a new QuickBooks Online client, I use SaasAnt to transfer data from Excel to their new subscription. I've been using it for years (most of the time, the trial subscription is all I need for the client). I recently attained a client who will be setting up hundreds (yes, hundreds) of their sales agents with their own QuickBooks over the next year. They will be providing files these reps need to regular upload to their QBO. When we encountered an issue with some of the direct import features in QBO, I wondered if SaasAnt was the answer. With the help of my new friend, \[sensitive content hidden\] (and his wonderful insight), we found that the answer is YES!

Cons

When I forget to map properly (user issue, not SaasAnt's fault lol)

Review Source

KR

Karen R.  
Senior Accountant  
Insurance  
Used the software for: 6-12 months

### "Overall Good Product"

March 14, 2024

5.0

95% of the time it works great. Customer service is helpful, \[sensitive content hidden\] quickly helped me today. It's the 5% of the time when the imports fail, that frustrate me.

Pros

I can take whatever data I have, put it into their premade templates & quickly import into QBO.

Cons

I will use a spreadsheet format multiple times. Then it fails to upload. I contact support and they tell me something I've done for months is not correct & to change one thing. Then it works. Makes me think changes were made and then how I was do it no longer works. Since I keep documentation on how to create the files & the instructions get changed periodically.

Review Source

TF

TJ F.  
CEO  
Legal Services  
Used the software for: 1-2 years

### "Fantastic Data Migration Tool!"

March 7, 2024

5.0

We would highly recommend utilizing SaaSant to any company that has to deal with complex accounting issues.

Pros

The user experience is amazing. But what is even better is there customer service. When we ran into issues utilizing the product for large-scale very complex data migrations, their customer service help this through the issues to make a complex job feel easy.

Cons

No cons. Our entire experience was great.

Review Source

BF

Britt F.  
Corporate Secretary  
Accounting  
Used the software for: 2+ years

### "Mapping Issue"

March 1, 2024

5.0

Pros

Ease of use of saasant. Support is quick to respond. Good value for the function that it gives.

Cons

Mapping issue failure between old interface and new.

Review Source

MS

Marnie S.  
Chief Excellence Officer  
Accounting  
Used the software for: 2+ years

### "SaasAnt Review"

April 29, 2024

5.0

Excellent. I reached out to chat with a pretty basic import error (on my part). \[sensitive content hidden\] replied right away and walked me through the entire process. When we encountered an import error, even though there was only one, he stuck it out and figured it out. I could have easily just entered the information manually. But \[sensitive content hidden\] stuck it out and got to the bottom of the issue by trying different solutions. Fantastic customer support experience.

Pros

SaasAnt helps me import data with detail that I cannot get using the QBO import function featured in the product. I love the look of the new UI. The layout is straightforward and easy on the eyes and the colors, fonts, and graphics are well thought out.

Cons

There was nothing that I disliked during this import process. All went well.

Review Source

CB

Cam B.  
President  
Management Consulting  
Used the software for: 6-12 months

### "Great product - great service!"

February 29, 2024

5.0

Overall, a great product with a great service team. Great job, Jeslin!

Pros

SaasAnt is easy to install and has a very friendly user interface. It works well for integrating content into QBO.

Cons

Some early technical glitches - but they were resolved by your customer service team.

Reason for choosing SaasAnt Transactions

Ease of use and flexibility - very friendly user interface and the ability to reverse transactions if necessary.

Review Source

MZ

Margarita Z.  
Accounting  
Accounting  
Used the software for: 2+ years

### "Margarita Zelaya"

March 12, 2024

5.0

Pros

It is easy to use and makes importing bills/credits quickly

Cons

Nothing

Review Source

NU

Nitza U.  
Accoountant  
Consumer Services  
Used the software for: 1-2 years

### "Mapping Issue Resolve by \[sensitive content hidden\]"

March 13, 2024

4.0

Pros

\[sensitive content hidden\] answered my request for help immediately and was very careful and specific in his instructions. My issue was resolved with his help.

Cons

Nothing, the customer support is very good. I have always get the help needed from them.

Review Source

DM

Dowton M.  
Financial Controller  
Apparel & Fashion  
Used the software for: 2+ years

### "Dowton Martin "

March 26, 2024

5.0

Pros

Ease of use and User friendly application

Cons

No issues currently with the Savant applicaton

Review Source

MM

Michael M.  
Financial Controller  
Recreational Facilities and Services  
Used the software for: 1-2 years

### "9.5 out of 10!"

May 9, 2023

5.0

It has been exactly what I needed. I love it!

Pros

It does what I need it to do. I can upload journal entries, expenses, everything (except budgets).

Cons

I can't upload budgets into Quickbooks Online. That would be a game changer!

Reason for choosing SaasAnt Transactions

The IT Director at a previous employer recommended it to me. I began using it there and will continue to use it as long as I need to do large journal entries in Quickbooks Online.

Review Source

BD

Barrington D.  
Consultant  
Accounting  
Used the software for: 1-2 years

### "Barry Dolcie"

March 26, 2024

5.0

Pros

Customer Support was quick and thorough. \[sensitive content hidden\] did an amazing job resolving our issues in timely manner.

Cons

Service was 100% effective. There was nothing to dislike.

Review Source

BB

Becky B.  
manager  
Commercial Real Estate  
Used the software for: 1-2 years

### "Becky Betancourt"

April 3, 2024

5.0

Pros

was very good talked to \[sensitive content hidden\], She's a very nice lady... and she help me very quick

Cons

Review Source

AP

Angelia P.  
Finance Director  
Non-Profit Organization Management  
Used the software for: 1-2 years

### "Application support"

April 1, 2024

5.0

Pros

The software is very easy to use & easy to understand

Cons

Everything is good. I do not have any issues with the application

Review Source

Similar Products

Featured

## Related categories

[Accounting Practice Management](https://www.capterra.com/accounting-practice-management-software/)[Accounting](https://www.capterra.com/accounting-software/)[Data Entry](https://www.capterra.com/data-entry-software/)

## Send me user reviews about this product

### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.