Purchasing Card Importing Embedded in QuickBooks

We provide a simple method for your clients to import Purchasing Card transactions into QuickBooks. This includes GL accounts and all the accounting fields setup in your Purchasing Card Web Site.

Purchasing Card Importing Embedded into QuickBooks
Simple integration of Purchasing Cards data into QuickBooks

Simple to implement and Easier to use

We remove the biggest barrier to use. We make it easy for your Bank and your clients to get started and to use our QuickBooks apps. With a couple of clicks, a client can import Purchasing Card data into QuickBooks.

Robust Feature Set

Simple to use with a rich set of features for streamlining payment processes.

  • Fully integrated with QuickBooks

    Chart of accounts, lists and transactions from QuickBooks are accessible and viewable within the application

  • Import transactions directly into QuickBooks with real-time status of import

    Quickly add transactions directly into QuickBooks with the status of each transaction import displayed

  • Assign customer and billable status

    Easily track and bill customers for expenses by selecting customer and setting billable status

  • Advanced data mapping

    Quickly setup mappings to memorize QuickBooks payee, account, class and customer for transactions based upon transaction description

  • Split transactions

    Simply assign multiple expense accounts and amounts for a transaction

  • Quick Find of Accounts, Vendors, Customers and Classes

    Filtering of Accounts, Vendors, Customer and Classes filtered based on letters typed

Secure ACH File generation from QuickBooks

Designed with Security from the Start

Our QuickBooks apps are run locally on your client's computer so data is stored and secured on their systems. The system has robust auditing features built into the critical tasks.

Superior Support

We provide timely and simple support to your clients. Through phone, email or screen sharing we ensure clients are trained and supported.

Superior Support for purchasing card import into QuickBooks
15+ years of QuickBooks integration experience

We know QuickBooks

We bring over 15 years of experience helping Small Business integrate QuickBooks with Banks. Four out of the five largest Banks in the US recommend us to their clients. No other partner has the experience we do in QuickBooks and Banking.