Trouble Importing Credit Card Transactions into QuickBooks Desktop — QBO File Not Mapping Vendors

I appreciate you sharing all these details, Extoff. Let me break this down and offer tailored solutions to address each of your concerns.

You’re correct that QuickBooks Online (QBO) files cannot be directly edited to predefine vendors or categories, as they are an exclusive format designed for seamless use within QuickBooks.

While I can’t endorse a specific third-party solution, you can explore our QuickBooks App Store to find tools that enable you to import your credit card transactions efficiently. Navigate to the CATEGORIES section to easily find the app that best suits your needs.

Here’s a screenshot for guidance:

After importing your transactions into Bank Feeds, you can utilize the Bank Rules and Batch Actions feature in the program to assign vendors and categories efficiently.

To address your query about why the rest of your imported transactions didn't auto-match, QuickBooks Desktop (QBDT) requires specific conditions to auto-match transactions. Auto-matching occurs when QuickBooks can identify a match for check numbers, amount, date, and who paid you.

To learn more about how the match feature works in QBDT, please refer to this article: Add and match Bank Feed transactions in QuickBooks Desktop.

Please feel free to revisit this thread with any updates or further questions.

@extoffroad 

You can use TP Importer as a workaround. It's a $199 one time license.

https://get.transactionpro.com/qbd

If your company is located in the US, you can get the license for free from a partner. You can contact @Fiat Lux - ASIA for details.