How do I bulk enter credit card charges in QBD?

amlb · ‎July 09, 2020

Currently, I have to open a separate window for each charge on each separate VISA statement; is there a way to enter an entire VISA statement at one time?

Tanya---JHC · ‎July 15, 2020

You can download the transactions on your Visa directly from your financial provider. All you have to do is log into your online banking, select the credit card that you want, and the month that you want, select for Quickbooks as the output and download the file. Once it is downloaded you will double click to open it and it will ask you to assign which account you want this to sync to - this is just one time to identify. Then once you do that you can click on review statement and then click the add multiple button on the bottom and it will allow you to go through your transactions and assign a catergory and a sales tax. If you want to charge it back to a customer you have to go in separately to that transaction and enter in the description and customer. I used to spend hours entering in all of our credit card transactions and now it is so quick and easy!

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Nick K · ‎July 09, 2020

Hi amlb,

Awesome job thinking of ways to save time like bulk entering transactions into your QuickBooks Desktop company file. Helping you save time is something we pride ourselves on and i'd be happy to help you with this.

To enter bulk transactions in your company file is something you can do in QuickBooks Desktop Accountant Edition. If you or your accountant have this version then you can follow the steps in this article on how to enter them. If you don't have the Accountant Edition and want to get it you will need to create a free QuickBooks Online account and complete the Pro Advisor test. You can read more about becoming a pro advisor and what that includes here.

Have a great day!

Fiat Lux - ASIA · ‎July 09, 2020

@amlb

Utilize one of these 3rd party importer tools

https://transactionpro.grsm.io/qbd

https://partners.saasant.com/affiliate/idevaffiliate.php?id=5051_2

Tanya---JHC · ‎July 15, 2020

You can download the transactions on your Visa directly from your financial provider. All you have to do is log into your online banking, select the credit card that you want, and the month that you want, select for Quickbooks as the output and download the file. Once it is downloaded you will double click to open it and it will ask you to assign which account you want this to sync to - this is just one time to identify. Then once you do that you can click on review statement and then click the add multiple button on the bottom and it will allow you to go through your transactions and assign a catergory and a sales tax. If you want to charge it back to a customer you have to go in separately to that transaction and enter in the description and customer. I used to spend hours entering in all of our credit card transactions and now it is so quick and easy!

amlb · ‎July 15, 2020

Thank you, we use QBO mainly but will do the Desktop test when I have some time.

amlb · ‎July 15, 2020

Thank you, this is very helpful!

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How do I bulk enter credit card charges in QBD?