Import credit card purchases into QuickBooks Online

You can import credit card expenses into QuickBooks Online from text, Excel and IIF files using Zed Axis.
 
 
import credit card expense into qbo
 
QuickBooks Online Field Format Description
DocNumber Str 21 MANDATORY FIELD - Credit Card Purchase reference number, duplicate DocNumbers are accepted in QuickBooks, see also Auto Numbering
Txn Date date The date of the credit card purchase, if you leave TxnDate out the mapping, the current date in QuickBooks Online will be used.
PrivateNote Str 4000 User entered, organization-private note about the transaction. This note will not appear on the transaction records by default. Maps to memo field on credit card purchase
Department Ref Str The name of the department or location, must match the full name location list held in QuickBooks Online
Currency Ref Currency type The name of the currency used on the check, ie USD, CAD, EUR, AUD, GBP - default is the home currency
Exchange Rate Decimal The number of home currency units equal to one unit of the Currency specified
Line Description Str 4000 Description for the item purchased
Line Amount Num 10.5 MANDATORY FIELD - The Amount of the line item ie Qty x Unit Price
Line Item Ref Str Full Name of the item purchased
Line Class Ref Str Class associated with the item purchased
Line Item Qty Decimal Number of items purchased
Line Item Unit Price Decimal Price of the item purchased
Line Item Tax Code Str Tax code associated with the item purchased
Line Customer Ref Str Customer associated with the item purchased
Line Billable Status Enum Billable status of the item purchased values Billable, NotBillable,HasBeenBilled
Line Account Description Str 4000 Description for the Expense Account
Line Account Amount Num 10.5 MANDATORY FIELD - The Amount of the expense purchase
Line Account Customer Str Customer associated with the expense
Line Account Class Str Class for the expense
Line Account Ref Str Expense account
Line Account Billable Status Enum Billable status of the expense values Billable, NotBillable, HasBeenBilled
Line Account TaxCode Ref Str Tax Code associated with the purchase
TxnTaxCode Ref Str The Tax Code used on the footer of the transaction (non US editions only)
Total Tax Num Total tax calculated
Tax Line Amount Decimal Amount of tax on the line
Tax Percent Based Enum Whether the tax line is percent based (value True or False)
Tax Percent   Tax percent rate
Account Ref   The credit card account the purchase is made from (Credit Card account type in QBO)
Entity Type Enum MANDATORY FIELD - Type of Payee (values Customer, Vendor or Employee)
Entity Ref Str MANDATORY FIELD - Full name of the payee (Vendor, Employee etc..)
Credit   Whether a charge or a refund (values True or False) (only valid for Credit Card payments)
Global Tax Calculation   Method to which tax is applied - TaxExcluded, TaxInclusive or NotApplicable

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