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August 17, 2021
Question

Credit card charges

  • August 17, 2021
  • 1 reply
  • 0 views

When entering credit card charges is there a way to create more than one copy of the charge at a time? My company might have 25+ of the same exact charges a day on our credit card. Is there an easier way to record all the charges besides making one copy at a time?

1 reply

Fiat Lux - ASIA
August 17, 2021

Prepare your Credit Card Charges data in this following template

RefNumberCreditCardPayeeTxnDateLocationAddressLine1AddressLine2AddressLine3AddressLine4AddressCityAddressStateAddressPostalCodeAddressCountryPrivateNoteCurrencyExchangeRateExpenseAccountExpenseDescExpenseAmountExpenseBillableStatusExpenseBillableEntityExpenseClassLineItemLineDescLineQtyLineUnitPriceLineAmountLineBillableStatusLineBillableEntityLineClass
101Visa AccountStarbucks01/10/2020            General SuppliesMiscellaneous12.51   Supplies  112   
102AmexCostco01/10/2020            General SuppliesOffice Supplies125           
103MasterCardStaples, Inc.01/10/2020            Office SuppliesOffice Supplies25           

 

then utilize an importer tool

https://transactionpro.grsm.io/qbo