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 ( ). 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"?

The current version of the tool requires the 32-bit version of Excel. In most versions of Excel you can check your specific version by selecting "File", "Account", then select "About Excel". If you have the 64-bit version of Excel, please see the question below on "What is the status of a 64-bit version".

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 is also 32-bit. We are in the process of creating a bridge that will allow communication from 64-bit Excel to QuickBooks, if you would like to be notified when this is available please reach out to us through the Contact Us page on our website. Until the 64-bit bridge is available, you may want to consider if you really need the 64-bit version of Excel. Generally, the 64-bit version will experience more compatibility issues than the 32-bit version. In most versions of Excel, the 64-bit version is installed by default but you can change the install options and select the 32-bit version instead.

What is the status of a 64-bit version?

As of October 2021, the tools needed to communicate between 64-bit Excel and 32-bit QuickBooks has been completed. Now the Excel tools themself needs to be written in a way to utilize this new technology. We anticipate that all Excel tools will be available in a 64-bit version before the end of 2021.