Credit Card Import (Professional)

Import Credit Card Transactions from Excel into QuickBooks Desktop (CSV Import)

Import your Credit Card transactions into QuickBooks Desktop directly from Excel.  Stop entering your monthly credit card transactions manually and instead use the convenience and speed of the tools you are familiar with in Excel, like Copy/Paste and formulas and when you are ready, just click "Post Transactions" and within seconds your Credit Card transactions are posted to QuickBooks. The Professional version adds the ability to import transactions directly from your bank CSV file and apply custom rules as they are imported.

Features

  • Copy and Paste from other systems (email, spreadsheets, etc)
  • Import your credit card transactions directly from a bank CSV file
  • Apply rules to your credit card transactions as they are imported

Requirements

  • QuickBooks Desktop for Windows version 2010 or later
  • Microsoft Excel 2013 or later (64-bit or 32-bit)