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Quickbooks Tip #5

Importing Credit Card & Bank Transactions – These tools allow credit card and bank transaction data to be imported directly into Quickbooks. This saves time and errors compared to manual entry of an entire statement. This feature can also automatically match expenditures with appropriate vendor and account numbers for efficient processing. – To access the credit card tool, go to Banking > Enter Credit Card Charges and click the ‘Download credit Card Charges’ option at the top of the page. – To access the bank transaction import tool, go to Banking > Online Banking > Import Web Connect File.


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