Credit Card Downloads in Quickbooks

Besides the Platinum Plus downloads (Intuit's "Quickbooks Credit Card"), does anyone know of banks that have good real time integration with Quickbooks that allow you to download the charges from a server directly to your credit card accounts, and NOT transfer that information indirectly through a CSV file? I want the person reconciling those accounts to go through the standard Quickbooks UI for reconciling downloaded charges.

Reply to
Will
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You might be better off having your client manually enter the transactions into QB rather than using the download process. Many people have reported that the download process does not always work well. There seems to be something different with the credit card downloading process that makes it error prone. As a result, transactions don't always download or worse, duplicate transactions happen. Unless you are talking a massive amount of transactions then entering the data manually is usually safer.

Banks are also starting to discontinue supporting downloads into QB or are now charging a fee to do so.

Reply to
Laura

Some of our individual cards have 50+ transactions per month, and to re-enter it all by hand is hours of work by someone who makes $35/hour and is error prone as well. So paying a bank $20 to $30/month for a

*reliable* data download is very much in budget for us.
Reply to
Will

Then there is the issue of designing a business process to prevent the same transactions getting entered twice.

Then there is the issue of where do you store files when the transactions have been entered.

Then there is the issue of how do you determine when transactions have been missed.

Using any form of intermediate file always means more hassle and more potential for errors.

Reply to
Will

Reply to
Will

As suddenly as it broke, today the Citibank Quickbooks downloads started to work again.

Very frustrating that there doesn't seem to be a person you can actually talk to at either Intuit or Quickbooks to get support on that.

Reply to
Will

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