quickbooks import excel and csv toolkit credit card charges

This article has some detail about that: Set up, use, and pay credit card accounts You can even consider the Enter Credit Card Charges option. The final option in these cases is that you manually enter your transactions by using the features for entering bills, invoices, sales receipts, and all other transaction types. This article goes over the import and export options available in the program: Import and export data in QuickBooks Desktopįeel free to explore third-party file converters to see if you can find something to transform your CSV file into an IIF or QBO file type. They cannot be used for importing transactions like an IIF or QBO file can. An IIF file is specific to QuickBooks Desktop, which you can read more about here: Export, import, and edit IIF files.ĬSV files are an Excel file type and in QuickBooks Desktop, you can use them to import list information such as customer and vendor lists. I'll start by clarifying some of the details in your question. Since MBNA Credit Card doesn't give you this file type and doesn't link with the program, it'll mean using alternative methods to get this information into QuickBooks. Learn more here: Download Bank Feed transactions in QuickBooks Desktop QBO file type, which is available for banks that do have the option to connect to QuickBooks Desktop. For both of these methods, you'd need to have a. Uploading bank feed transactions into QuickBooks Desktop is handled through a bank feed connection or using the QuickBooks Web Connector to import the files. Getting the CSV file is a good place to start and I can help you from here. It's great to hear that you've been doing some research into what you need to do to load your banking information into QuickBooks Desktop.

Quickbooks import excel and csv toolkit credit card charges