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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

Utilize the trial period of these importer tools for free.

https:// transactionpro.grsm.io/qbd

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

 

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2 Comments
Fiat Lux - ASIA
Level 15

Importing Credit Card Transactions with QB Pro Desktop 2019

Utilize the trial period of these importer tools for free.

https:// transactionpro.grsm.io/qbd

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

 

View solution in original post

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.

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