How to Import Credit Card Transactions into QuickBooks Desktop

by James Antonio

Import Credit Card Transactions into QuickBooks Desktop

QuickBooks handles the various activities which give the user a smooth way to do your business with utmost safety. It also gives you the facility to import and export the credit card transactions, either it can be single data or could be in bulk or batch you can do it simply. If you are also thinking to import the credit card transactions then you must know about the batch transaction features in the QuickBooks. It saves and manages your time efficiently. Before proceeding please remember that the batch transaction features you can get in QuickBooks Desktop accountant or QuickBooks Desktop enterprise.

Overview of Import in QuickBooks

Instead of starting from scratch, you can transfer the transaction and data to and from QuickBooks. It helps if you want to convert, upgrade, or create a new company file. You can easily import many things such as bank transactions, accountant’s changes, general journal entries, and even batch transactions. You can also import the customers and vendors.

Statement Line as Credit Card Charge

Statement Line as Credit Card Charge

Statement Line as Refund

Statement Line as Refund

Below is the list of transactions you can import:

Deposits

Checks

Cash Sales

Account beginning balance

Cash Refund to Customers

Vendor Bills

Account Transfer of Funds

Invoices

Credit Card Transactions

Payment from Customers

Estimates

Vendor Bill Refunds

Credit Memos to Customers

Credit Card Refunds to Customers

Purchase Order

General Journal Entries

To Import Multiple Credit Card Transactions through batch you can simply go as per the steps given below:

  • First, go to accountant menu >>>> then select Batch Enter Transactions
  • Now get the transaction type drop-down and select the transaction which you want to enter. You can get the option to enter multiple Checks, Deposits, Credit cards or credits, Invoices, Credit memos, bills, and bill credits in all supported versions of the QuickBooks.
  • Now select the required credit card or bank or AR/AP account from the drop-down arrow. You can also use the option Add New to start up
  • Now open the spreadsheet which is having the transactions so that it could be paste in QuickBooks
  • Next step is to arrange the columns in the spreadsheet so that it can be matched with the column order in QuickBooks Batch enter transactions screen
  • Transactional information needs to be highlighted at this step >>> do the right-click and select option copy
  • Now do the right-click the first date field in the list and select paste in the Batch enter transaction screen in QB
  • Available information from the spreadsheet will be shown in the batch enter transaction screen
  • Keep continuing to adding transactions till all transactions finished
  • Choose Save Transactions options >>> select yes to save the changes
  • Now the window shows the number of transactions that are saved. Select OK to complete the import process

QuickBooks user cant expert the Batch transactions but yes user can send or copy the multiple transactions from one company to another company which later on can be imported by using the batch transaction feature.

Importing the transactions could be very beneficial, it saves your time and helps you to transfer the data from one place to another. Importing helps you by saving your time as you don’t need to start everything from the beginning. It helps when you are upgrading the version as you don’t need to remember anything, simply import the credit card transactions and go with your work.

Features of Dancing Numbers for QuickBooks Desktop

Imports

Exports

Deletes

Customization

How Dancing Numbers Will Help You

 

Dancing Numbers is SaaS-based software that can easily be integrated with your QuickBooks account. You can import, export, and delete lists or transactions from your company file. Using Dancing Numbers you can simplify and automate the process, saving time and increasing productivity. Just fill in a few fields and apply the relevant features to complete the task.

It saves your time and money that you can invest in your business. It has no human errors, works automatically, provides a user-friendly interface (easy to use and learn), and more. You can also have access to the comprehensive features set if you use it to import, export, and delete services.

Supported Entities/Lists

Dancing Numbers supports all QuickBooks entities that are mentioned below:-

Customer Transactions

Invoice
Receive Payment
Estimate
Credit Memo/Return Receipt
Sales Receipt
Sales Order
Statement Charge

Vendor Transactions

Bill
Bill Payment
Purchase Order
Item Receipt
Vendor Credit

Banking Transactions

Check
Journal Entry
Deposit
Transfer Funds
Bank Statement
Credit Card Statement
Credit Card Charge
Credit Card Credit

Employee Transaction / List

Time Tracking
Employee Payroll
Wage Items

Others

Inventory Adjustment
Inventory Transfer
Vehicle Mileage

Technical Details

Devices Supported

  • Windows

Deployment

  • On Premise

Language Support

  • English

Pricing Model

  • Annual Subscription

Customer Types

  • Small Business
  • Medium Business

Pricing

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Importer, Exporter & Deleter

*See our Pricing for up to 3 Company Files

$199/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Unlimited Export
  • Unlimited Import
  • Unlimited Delete

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Accountant Basic

*See our Pricing for up to 10 Company Files.

$499/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer,Exporter,Deleter
  • Unlimited Users
  • Unlimited Records
  • Upto 10 companies

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Accountant Pro

*See our Pricing for up to 20 Company Files.

$899/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 20 companies

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Accountant Premium

*See our Pricing for up to 50 Company Files.

$1999/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 50 companies

Frequently Asked Questions

 
How and What all can I Export in Dancing Numbers?

You need to click "Start" to Export data From QuickBooks Desktop using Dancing Numbers, and In the export process, you need to select the type you want to export, like lists, transactions, etc. After that, apply the filters, select the fields, and then do the export.

You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop.


How can I Import in Dancing Numbers?

To use the service, you have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you have to update the Dancing Numbers file and then map the fields and import it.


How can I Delete in Dancing Numbers?

In the Delete process, select the file, lists, or transactions you want to delete, then apply the filters on the file and then click on the Delete option.


How can I import Credit Card charges into QuickBooks Desktop?

First of all, Click the Import (Start) available on the Home Screen. For selecting the file, click on "select your file," Alternatively, you can also click "Browse file" to browse and choose the desired file. You can also click on the "View sample file" to go to the Dancing Numbers sample file. Then, set up the mapping of the file column related to QuickBooks fields. To review your file data on the preview screen, just click on "next," which shows your file data.


Which file types are supported by Dancing Numbers?

XLS, XLXS, etc., are supported file formats by Dancing Numbers.


What is the pricing range of the Dancing Numbers subscription Plan?

Dancing Numbers offers four varieties of plans. The most popular one is the basic plan and the Accountant basic, the Accountant pro, and Accountant Premium.


How can I contact the customer service of Dancing Numbers if any issue arises after purchasing?

We provide you support through different channels (Email/Chat/Phone) for your issues, doubts, and queries. We are always available to resolve your issues related to Sales, Technical Queries/Issues, and ON boarding questions in real-time. You can even get the benefits of anytime availability of Premium support for all your issues.


How can I Import Price Level List into QuickBooks Desktop through Dancing Numbers?

First, click the import button on the Home Screen. Then click "Select your file" from your system. Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file.

To review your file data on the preview screen, just click on "next," which shows your file data.

Get Support

The Bulk Import, Export, and Deletion can be performed with just an easy single-click. We offer a simplified process that assures you that you will be able to focus on your core work.

Are you worried about losing your time with error-prone software? Worry no more. Our error-free add-on lets you focus on your work and boost your productivity rate to a considerable extent.

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