User entered, organization-private note about the transaction. The date entered by the user when this transaction occurred. Here is a small How-to guide that will help you to prepare your Excel properly and create correct mapping: QuickBooks Field
How-to Guide – How to import Credit Card Charges into QuickBooks online See your Credit Card Charges import result in your e-mail or in Scheduled import tab. Don’t wait until it’s done – you will be notified by e-mail. Review if the information is entered correctly and click on the Next button. Select Company (you want to import to) and Entity ( Credit Card Charge), and connect Provider’s labels to Your Labels. Choose the list in your Excel, which contains Credit Card Charges you want to import into QuickBooks Online.
Valid values: Billable, NotBillable, HasBeenBilled.ģ. Line: Billable status – The billable status of the expense. Allowed values are: Ta圎xcluded, TaxInclusive, and NotApplicable. Global tax calculation Method – represents a method in which tax is applied. Use our Number AutoGeneration function.Ĭredit – If false-it represents a charge. You can write your DocNumbers in your Excel file, or 2. Line: Account – please, provide a valid Expense account, or create a new one in your QuickBooks Online account. You can use our accounts autocreation function – read how to create accounts automatically during transactions import.ĭocNumber (Credit card Charges Reference number)– There are 2 options: 1. You can use our accounts autocreation function – read how to create accounts automatically in QuickBooks Online during transactions import. Or create a new one in your QuickiBooks Online account. *Important Notes for your Credit Card Charges lists:ĬC account – please, provide a valid Credit Card account. Upload your Excel file or paste the DropBox or Google.Drive link. Sign in to Business Importer and connect it to QuickBooks.Ģ. To import Credit Card Charges into QuickBooks Online, please, follow 5 simple steps:ġ. How to import Credit Card Charges into QuickBooks Online: 5 steps Using Business Importer, you can easily and fast import Credit Card Charges into QuickBooks Online. How to import Credit Card Charges into QuickBooks Online