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Credit Card Import

Import Credit Card Transactions from Excel into QuickBooks


Import your Credit Card transactions into QuickBooks Desktop directly from Excel.  Stop entering your monthly credit card transactions manually and instead use the convenience and speed of the tools you are familiar with in Excel, like Copy/Paste and formulas and when you are ready, just click "Post Transactions" and within seconds your Credit Card transactions are posted to QuickBooks

This customization was built to meet the needs of most QuickBooks desktop users, but if you have a unique need, contact us​ and let's talk about a custom solution!

A Trial version of this Excel Customization is available with limited Journal Entry rows to test functionality.

Follow this link to download!


  • QuickBooks Desktop for Windows version 2010 or later

  • Microsoft Excel 2013 or later (64-bit or 32-bit)

  • Does this tool work in a hosted environment?
    Every hosted environment is managed according to their own business model and as security and up-time are generally high on their list of priorities, they will likely require any software to be certified before they will allow it to be installed. A trial version is available for testing if needed ( ). That said, all of our Excel Customizations will work in a hosted environment that meets the minimum system requirements, just make sure the tool is installed and running in the hosted environment and not the local desktop.
  • What if I need to upload many Journal Entries at the same time?
    The JE Entry Tool is desiged to upload a single journal entry at a time which is perfect for most uses; however, if you need a tool that can upload multiple journal entries in a single push, consider the "Pro" version of the tool. More information on that tool can be found here:
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