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Can I upload credit card transactions from an excel spreadsheet into Quickbooks?

 
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QuickBooks Team

Re: Can I upload credit card transactions from an excel spreadsheet into Quickbooks?

Hello, @melanie-allen.

 

Yes, you can upload credit card transactions into QuickBooks.  using the Intuit Interchange Format (.IIF) files. 

 

If you're trying to import your Chart of accounts to QuickBooks Desktop for Mac, you can do it using the Intuit Interchange Format (.IIF) files. These are ASCII text, TSV (Tab-Separated Value) files that QuickBooks Desktop uses to import or export lists or transactions. For a step-by-step instruction on how to create an IIF file, you may check out these articles: 

Here's how to import:

  1. Go to File.
  2. Choose Utilities.
  3. Select Import.
  4. Click IIF Files.
  5. Choose Ok.
  6. Click Done.

Let me know if you have other questions or concerns. I am always here to help.

Anonymous
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Re: Can I upload credit card transactions from an excel spreadsheet into Quickbooks?

hi @melanie-allen ,

As another option, you may utilize the trial period of a 3rd party migration tool to import your data.

https://transactionpro.grsm.io/qbd

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

 

Hope one of them helps.

Super Contributor *

Re: Can I upload credit card transactions from an excel spreadsheet into Quickbooks?

Hello, you can easily do it with Business Importer app. It has free trial, skip duplicates, its own template, guides and even revert feature if something goes wrong.

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