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Saasant transactions desktop supports quickbooks pro premier enterprise and accountant editions.
How to download amex transactions into quickbooks desktop. If you re using quickbooks desktop. You can easily import credit card credits from excel to your quickbooks desktop directly through dancing numbers desktop. For example our quickbooks transaction has a date column and our excel spreadsheet has a date column for each transaction. Verify type of credit card transaction. Saasant transactions desktop supports quickbooks pro premier enterprise and accountant editions.
If you re connecting an account for the first time select connect on the landing page. Quickbooks also has a field for description. Go to the banking menu. Qbo files are web connect files similar to direct online download save a qbo file from your online banking and then import into quickbooks this tutorial shows all the steps for qbo import into quickbooks desktop for windows. Import credit card charges into quickbooks desktop.
Here we are asked to tell quickbooks how to interpret the data from each column and how to map that data into a transaction. Connect your american express business account. Dancing numbers desktop supports quickbooks premier pro accountant and enterprise editions. Search for and select american express business credit card. Or if you ve already connected online banking accounts in the past select add account.
The most similar column to description is column 4. Just select one of the. Take a moment to make sure that purchase charge is selected so that your credit card charge is properly recorded. Hover over bank feeds and select banking center. If you re outside of quickbooks desktop.
Quickbooks does not automatically input the downloaded transactions into your quickbooks bank register. Sign in to your bank s website to download the web connect file. This tool is built exclusively for quickbooks desktop. Instead it keeps them in a separate area for you to review and add directly to the register. You can download your recent activity and past six billing statements to quicken quickbooks or as a csv file through your online account.
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