Uploaded on May 14, 2021
Get help in importing all your credit card transactions into QuickBooks Desktop by using Dancingnumbers Software. Or you can also use the built in feature of QB known as Batch Transaction. Follow us for step by step guide to import credit card transactions into QuickBooks Desktop. https://www.dancingnumbers.com/import-credit-card-transactions-into-quickbooks-desktop
How to Import Credit Card Transactions into QuickBooks Desktop
Import Credit Card Transactions
into QuickBooks Desktop
Feature-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.
With 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.
To help in importing the file data to QuickBooks, Dancing
Numbers allows an easy yet efficient process. Let us follow the
steps below: -
• 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.
Following 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.
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