How to Import Credit Card Transactions into QuickBooks Online?

by James Antonio

In QuickBooks Online, you can easily import and manage your credit card transactions without much hassle. If in case you want to download historical transactions i.e.; transactions that occurred before 90 days, then you can use the import through excel or CSV format file. This functionality in QuickBooks online helps saving lots of time and effort. In the next section, we will look into the step-wise step process of importing credit card transactions into QuickBooks Online.

Process for Importing Credit Card Transactions into QuickBooks Online

Step 1. You need to first click on transactions > then Banking from the left menu bar in QuickBooks Online, refer below image for reference purpose:

Step 2. Now if you are connecting your credit card account for the first time, then you will see a ‘connect account’ button and you need to click on it to link your account. And if you have already connected your account the screen will take you to the Banking centre.

Step 3. In this step, select your credit card account and login by entering your credentials. And link your credit card to the QuickBooks GL in the chart of account to download the transactions into.

Step 4. Now select the date range for importing the transactions, and click on transactions that you want to download, and click on Next. This will download your credit card transactions.

Step 5. You can review your downloaded transactions in Banking centre > for review tab.

Once the credit card is connected or linked to QuickBooks Online, the transactions will be downloaded automatically on a daily basis, if you want any transactions to be downloaded on an immediate basis then you can do so by clicking on update at the top right corner of the screen.


How can I import Credit Card Statements in QuickBooks Online?

You need to go to the Lists in the top menu > chart of accounts > choose credit card > continue. Then you should enter the credit card name in the ‘Add new account window’ and select an option for the time when you want to start tracking your credit card transactions.

Can you Advise Regarding the 3 main ways to get information in QuickBooks Online?

The three main ways to get or import data in QuickBooks online are using the Import data tool, manual upload of the data in QuickBooks online using excel or CSV format, and lastly converting data from existing QuickBooks table file after checking registers.

How can I put Cash Basis as default in QuickBooks Online?

You need to first go to the Gear icon > click company settings under settings > click edit on Accounting method section and choose cash basis as reporting method and click Done.

How can I set up Multiple Companies with one Subscription in QuickBooks?

Click open the company file you want to use in QuickBooks and click on File menu > and point to open the previous company. Now enter the number under the Set number of previous companies at the bottom of the menu option. Lastly, click OK to apply the changes.

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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