Quickly Getting Credit Card Data into QuickBooks

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Uploaded by on Jan 4, 2010

Here's a Quick Tip on how to enter credit card transactions into QuickBooks! You'll just need Excel. In no time at all, you can have an entire year's worth of transactions into your QuickBooks data file.

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Education

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Standard YouTube License

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Uploader Comments (debbiekilz)

  • Thank You!!! Do you have anything in mind I could help you with? I am always open to new ideas for new videos!

    All the videos I have created are requests from clients and colleagues. So please ask away!

    Debbie

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  • for instance I might have 100 entries per month per credit card, obviously many for automotive expense like fuel, etc etc.... do you just rekey them as they appear on the statement and the ifsum totals each like expense to the total of that G/L # ?

    Also did you come up with a way to extract tax from the purchase if the tax is a deductible tax that can be claimed as an input tax credit ? (you may not have to deal with that element)

  • @debbiekilz

    Thanks for this excel tip! the ifsum is pretty cool. as a followup I have a question....

    how do you post multiple entries that are the same account in the G/L? do you sum them in another excel spreadsheet?

  • This video was over my head but I realize that you have a great voice for this.

    Please make more QB Videos.

  • Great tutorial!!! Thank you for teaching about SUMIF too!

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