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Showing articles from Credit Card Statement tag

Use Aliases with Transaction Pro Imports for QB Desktop

**QUESTION** When importing Credit Card Charges, how can the Vendor names on the Credit Card Statement be matched to the Vendor names that already exist in QuickBooks Desktop (QBDT)? **ANSWER** Transaction Pro (TPro) Importer for QBDT has an ALIASES option that allows names to be matched between the import file and…

How to Import PDFs of Bank or Credit Card Statements

**ISSUE** Most financial institutions will keep a few months of activity on their website for account holders to download as either an Excel or .csv file. What happens, however, if data is needed to be imported that is not available to download from the financial institution's website in one of Transaction Pro's acce…

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