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April 13, 2021
Question

What is the csv format to upload manual credit card transactions?

  • April 13, 2021
  • 2 replies
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2 replies

Fiat Lux - ASIA
April 13, 2021

Prepare the Credit Card Charges with the 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

 

April 13, 2021

Hi ernesto-correa-m,

 

It's great to hear from you again. Manually uploading transactions is one of the great options available for simplifying your data entry, and I can appreciate wanting to make sure your file is formatted correctly before diving in. I can show you some resources that can help with formatting your CSV to manually upload your transactions in QuickBooks Online.

 

Apart from third-party apps like Fiat Lux mentions, you can also use the built-in import features to manually upload your credit card transactions. It sounds to me like that's what you're looking to do, and you'd just like to first confirm the formatting for the file. I've got an article here that breaks it down so you can get started: Format CSV files in Excel to get bank transactions into QuickBooks

 

Once you've got the file formatted, you can use the steps in the article Manually upload transactions into QuickBooks Online to upload the information. You can use these steps even if you've created your own file rather than getting one from the bank. If you'd like a full overview of the import options for QuickBooks Online, check out this article: Common questions about importing data to QuickBooks Online

 

You're also welcome to explore third-party app options if you'd prefer. The Apps tab in your account is useful for researching available options, seeing information about them, and even reviews from other customers to make sure you've got a good fit.

 

Feel free to ask more questions if you have them!