QB Desktop importing from Excel
Can I import credit card charges to QB Desktop from an Excel CSV file? If so, will you please outline the steps necessary to accomplish this task?
Edwin E. Caryl, MS
Chester, VA 23831
There are no direct ways to do this that I can find. Perhaps search for a converter online. Convert the file from a CSV file to a QBO.
I’ve also heard some good things about IIF Transaction Creator Pro, but I haven’t personally used it.
As a side note, the online version lets you connect to your credit cards automatically without having to export/import. Maybe consider going to that version. I would ask your accountant or payroll company if you can get it through them, because they often get bulk discounts that you can’t get anywhere else. Just a thought.
The best way to import credit card charges in QB Desktop is by connecting your credit card account to your QuickBooks file so that the transactions automatically download. You can do this by going into the Bank Feeds center and clicking on Add account. Follow the on-screen instructions to see if your financial institution will connect with QuickBooks.
Keep in mind that if you will only be able to go back and download about 90 days worth of transactions. If you need more than that, I recommend that you check out an app that will allow you to import transactions. I’ve used Transaction Pro Importer with QB Desktop and it works great!
Best of luck,
Crystalynn Shelton, CPA
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