Title: How to Import Credit Card Transactions into QuickBooks Desktop
1Import Credit Card Transactions into QuickBooks
Desktop
2Feature-rich accounting software is the basic
requirement of businesses to compete with one
another. Intuit provides that software suffice
the accounting needs. They offer two products
i.e., QuickBooks Desktop and QuickBooks Online to
help manage the complete expenses with enhanced
accounting benefits.
3With the increased demand for strong accounting
concerning large businesses, QuickBooks provides
a variety of features to improve scalability. The
data of bulk credit card transactions can be
managed with the help of various software and the
data file can also be easily imported into
QuickBooks. The trial version of one of the
desktop software can be downloaded from the
Dancing Numbers website which extends its support
for QuickBooks Pro, Enterprise, Premier, and
Accountant Editions. This software allows to
import credit card transactions into QuickBooks
Desktop easily.
4To help in importing the file data to QuickBooks,
Dancing Numbers allows an easy yet efficient
process. Let us follow the steps below -
5- Select the Import option in the File menu or hit
the Import button shown in the Dashboard screen,
it allows you to navigate the File Selection
screen. - Now in the Import Wizard, choose from the
QuickBooks Transaction Type. Here, we require
Credit Card Statement as the transaction type.
Then after selecting Credit Card Statement,
select the Browse File option. It allows you to
choose the file from a local folder on your
computer. - Or you can click on Sample Templates for
navigating its sample file. - The next step is mapping in which mapping of the
file columns according to QuickBooks fields is
set up. It is done automatically when the Dancing
Numbers template file is used. Then you can
download the Sample Template file. - Then check your file data in the Review Grid
screen. After that click the Send to QuickBooks
option for uploading the data to QuickBooks.
6Following the discussed process, the importing of
credit card transactions to QuickBooks Desktop
(QBDT) can be done with ease and effectiveness.
In case, you encounter any issue with the above
steps, you can get the suggestions, required
video tutorials, and help from the QuickBooks
website. It will provide convenience and support
for using the software efficiently.