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GolfNut72
Level 4

Importing Credit Card Transactions with QB Pro Desktop 2019

I have looked through the community for answers but all of the answers are from last year or before so I am double checking....

 

I have two years (2018 & 2019) of credit card transactions that have been created in an Excel spreadsheet.  The bank does not support QB formatting other than direct feed (at least I haven't found any other solutions on the bank's website).

 

Is there a current method, that won't cost me several hundred dollars, to import those transactions OTHER than MANUAL ENTRY.  We are using QB Desktop Pro 2019.

 

Thank you

 

EJ

Solved
Best answer May 17, 2020

Best Answers
Fiat Lux - ASIA
Level 15

Importing Credit Card Transactions with QB Pro Desktop 2019

3 Comments
Fiat Lux - ASIA
Level 15

Importing Credit Card Transactions with QB Pro Desktop 2019

BigRedConsulting
Community Champion

Importing Credit Card Transactions with QB Pro Desktop 2019

You can use our BRC IIF Transaction Creator  to convert an Excel worksheet of transactions to an IIF file you can import directly into your QB company file.

Dancing Numbers
Level 2

Importing Credit Card Transactions with QB Pro Desktop 2019

Hi @GolfNut72 ,

 

Most Important things in QuickBooks are import, export, and delete that you have to use for your data. Import and export data when required, and delete useless data to or from your QuickBooks account. So you can use Dancing Numbers importer, exporter, and deleted to process all these 3 services automatically to save your time.

The data that on which you can apply these services are:

Lists:- Chart of Accounts, Journal Entry, Class Discount Item, Employee location, Multi-Currency, Group Item, etc.
Transactions:- Vendor, Employee, Banking, Customer, etc
Other things:- Vehicle Mileage, Inventory Adjustment, Inventory Transfer, etc.

You may try the Dancing Numbers Importer free trial for your need.

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