August 28, 2025
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.
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 |
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.
1) Login into SaasAnt Transaction Online
2) Select the Bulk Upload Tab.
3) Select the QuickBooks entity as "Credit Card Statement"
4) Select the files you want to upload
5) Set up the Mapping of the columns in your Credit Card Statement
6) Select the "Preview Mapping" button to visualize current mapping based on QuickBooks
7) Select the Upload tab.
8) The data was imported successfully into QuickBooks.
For any further inquiries regarding credit card transactions, please reach out to support@saasant.com
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.