Downloading credit card transactions to Quickbooks securely & without user knowing CC website login?

ArtyFacts123 · ‎July 14, 2022

Greetings,

I have a client who has Quickbooks Premiere 2021. They want to be able to download credit card charges to Quickbooks - but want to be able to do it in a way that the person using Quickbooks (like a bookkeeper or office admin) won't know the logins to the credit card website. For privacy and security reasons, the client doesn't want the employees to have full access to the credit card website. What is the best way for the client to set this up in Quickbooks? Is there an initial setup from QB with the credit card user ID & pw and then going forward just click a button in QB to upload the transactions? I don't know if they will want this for their bank account too, but is it the same process? I don't use this feature in my day to day practice, so I need help in guiding my client. Thank you so much!!

BigRedConsulting · ‎July 14, 2022

Once an account is set up for bank feeds, and the password is entered for the connection, I think QuickBooks will remember it, while not showing it to the user. So the user can connect and download new data without using the password. This may vary by bank, however, depending on how QuickBooks connects to the bank (there are several ways it does this in the background) and the bank's requirements.

Also, some banks offer or require a special password just for this, which doesn't work to log into the online website.

Probably the best way to proceed is to set up the bank feeds with your CC provider and see how it works with them, in order to see if the employee will need to know the password or not.

View solution in original post

BigRedConsulting · ‎July 14, 2022

Once an account is set up for bank feeds, and the password is entered for the connection, I think QuickBooks will remember it, while not showing it to the user. So the user can connect and download new data without using the password. This may vary by bank, however, depending on how QuickBooks connects to the bank (there are several ways it does this in the background) and the bank's requirements.

Also, some banks offer or require a special password just for this, which doesn't work to log into the online website.

Probably the best way to proceed is to set up the bank feeds with your CC provider and see how it works with them, in order to see if the employee will need to know the password or not.

Topics

Training

Community

Resources

Downloading credit card transactions to Quickbooks securely & without user knowing CC website login?

Downloading credit card transactions to Quickbooks securely & without user knowing CC website login?

Downloading credit card transactions to Quickbooks securely & without user knowing CC website login?

Need to get in touch?