Ph: +1 (619) 377-0977 (9 A.M to 5 P.M EST)

SaasAnt Support Portal

Submit a ticket My Tickets Blog
Login  Sign up

How to import Credit Card Statements into QuickBooks Online?

QuickBooks Online accounting software offers multiple options for recording credit card transactions, enabling you to effectively track expenses and maintain accurate financial reports. Importing transactions with SaasAnt Transaction is a seamless process, thanks to our simplified and powerful Import wizard. We have introduced a new feature to import your credit card statements

How does it work?

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

23/06/2023Purchase #ABC REF1203200
23/06/2023Purchase #Mech REF1204200

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

DateDescriptionAmountBank AccountCategory AccountPayee
Credit Card Account
23/06/2023Purchase #ABC REF1203200
Uncategorized Expense AccountElvisCredit card account
23/06/2023Purchase #Mech REF1204200
Telephone Expense AccountTelephone Company
23/06/2023Payments-400Checking Account
Credit card companyCredit card account
Purchase expenseJohnCredit card account

Key Points:

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

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

  • If a payment is made against the credit card company from your bank account, it will be considered a transfer transaction.

Note: If you want the freedom to record transactions based on their respective transaction types, you can choose to add a column named "Transaction Type" to the statement. In this column, you can specify the transaction type as "Expense," "Credit Card Credit," or "Transfer" for each row.

How to import the Credit card statement?

Step 1)  Log in to the SaasAnt Transaction Online   

Step 2)  Select on the New Import Menu.

Step 3) Click on 'Transactions' and then select the entity as Credit Card Statement.

Step 4)  Select the files you want to upload 

Step 5) Set up the Mapping of the columns in your Credit card statement.

Step 6) Select the "Review" button to view the mapped Excel data according to the QuickBooks file headers.  

Step 7) Select the Upload tab. 

Step 8 ) The data was imported successfully into Quickbooks. 

For any further inquiries regarding credit card Statements, please reach out to

Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.