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IMPORTING CREDIT CARD TRANSACTIONS IN INTACCT

by Chathu Amarasinghe

Problem Details:
How to import credit card transactions in Intacct

Solution:
- Go to Cash Management from the Entity level
- Select Charge-Card Transaction
- Click "Import" from the top right corner
- Click "Browse" and then select the file to import (CSV file)
- Click on "Import" to upload the file
 
CC-Import1.jpg 

 

CC-Import2.jpg

Follow below steps to create import template
- Go to Company from the top navigation bar
- Click Open Setup
- Click on Company Setup Checklist
- Go to Setup up Cash management section
- Go to Charge-Card Transactions line and click on Template
- This will Export the import template to download folder in Excel format
- Complete the Excel file
- Save as a .CSV file

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