How to import Credit card Transactions into QuickBooks Online

August 28, 2025

Uploading credit card transactions as expense transactions.

QuickBooks Online accounting software provides multiple options for recording credit card payments, allowing you to effectively track expenses and maintain accurate financial reports. Importing transactions with SaasAnt Transaction Online is a seamless process using our simplified and powerful Import wizard.

How does it work?

Let's assume that we have a file that contains the following credit card statement 

Date

Description

Amount

23/06/2023

Purchase #ABC REF1203

200

23/06/2023

Purchase #Mech REF1204

200

23/06/2023

Payments

-400

Note: To import charges (expenses) and refunds from vendors, it is necessary to include them in the credit card statement.

1. Credit Card Account

2. Expense Accounts

3. Customer or Vendor Names

Let's modify the file to add the above details.

Date

Description

Amount

Bank Account

 Category Account

Payee

23/06/2023

Purchase #ABC REF1203

200

Visa

Uncategorized Expense Account

Dave

23/06/2023

Purchase #Mech REF1204

200

Visa

Telephone Expense Account

Telephone Company

Key Points:

  • If a transaction has a positive amount, it will be considered as a credit or a refund.

  • If a transaction has a negative amount, it will be considered an expense or a charge.

  • You need to remove the payments made against the Credit Card company. The payments need to be created as a Transfer from your Bank Account to your Credit Card Account in QuickBooks Manually.

How to Import Credit Cards into QuickBooks Online using SaasAnt Transactions Online

1) Login into SaasAnt Transaction Online

2) Select the Bulk Upload Tab.

3)  Select the QuickBooks entity as "Credit Card Statement"

Upload Credit Card Transactions - SaaasAnt Transactions Online.png

4) Select the files you want to upload

Browse Credit card statements - SaasAnt Transactions Online.png 

5) Set up the Mapping of the columns in your Credit Card Statement

Mapping Credit card statements - SaasAnt Transactions Online.png

6) Select the "Preview Mapping" button to visualize current mapping based on QuickBooks

7) Select the Upload tab.

Final Upload Credit Card Transactions - SaasAnt Transactions Online.png

8) The data was imported successfully into QuickBooks.

For any further inquiries regarding credit card transactions, please reach out to support@saasant.com

FAQs

What file types does SaasAnt Transactions Online support for QuickBooks Online imports?

For almost all entities in QuickBooks Online, SaasAnt Transactions Online supports XLS, XLSX, XLSM, CSV, TXT, Google Sheets, and IIF. Additionally, PDF, PNG, and JPEG are supported only for Receipts, Invoices, Bank Statements, Checks, and Expenses.

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