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, 32-bit
Frequently asked questions
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 ( https://leftbrainlogic.com/trial-download ). 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.
When trying to connect to QuickBooks, why do I receive a "COM" error indicating "Class not registered"?
Please make sure you are running the tool in the 32-bit version of Excel. In most versions of Excel you can check your version by selecting "File", "Account", then select "About Excel".
Why is a 32-bit version of Excel required?
The interface provided by Intuit to communicate with QuickBooks is a 32-bit program. This also requires that all software that uses this interface, like Excel, is also 32-bit.