Quickbooks Desktop How To Download Credit Card Transactions

You can easily import credit card charges from excel to your quickbooks desktop directly through dancing numbers desktop.
Quickbooks desktop how to download credit card transactions. Importing credit card transactions to qb pro desktop for our company we have a chart of account setup as credit card. Import credit card transactions into quickbooks. Click download transactions to receive transactions. To do that select the credit card we ll be downloading click the download button on the middle right hand side of the screen. I can help you download the credit card transaction into quickbooks desktop click banking.
Dancing numbers desktop supports quickbooks premier pro accountant and enterprise editions. Select quickbooks transaction type as credit card charge. Step 1 file selection. The file type we re interested in here is a web connect for quickbooks 2017 and above file. Once you have your credit card account set up in the chart of accounts then you can start entering all the charges and or credits that would show up on your credit card statement i want to show you where to go and how to actually add those transactions.
You have to pick the accounts and type in memos but the rest of the typing is done for you. Click the import button in the dashboard screen or import option from the file menu in the menubar to navigate to the file selection screen of the import wizard step 1. Written by admin on april 27 2013. Choose sync all for this bank to connect all accounts for the same bank. Clicking that download button will prompt us to enter the transaction period as well as the file type.
From the bank accounts list choose the account you need to connect. This tool is built exclusively for quickbooks desktop. Import credit card statements from supported file formats directly into quickbooks desktop using saasant transactions desktop 1 user rated and intuit trusted bulk data automation tool built exclusively for quickbooks. Saasant transactions desktop supports quickbooks pro premier enterprise and accountant editions.