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Will
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 Posted: Fri Jul 04, 2008 6:19 am Post subject: Credit Card Downloads in Quickbooks |
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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.
--
Will |
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Laura
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| Posted: Fri Jul 04, 2008 7:03 am Post subject: Re: Credit Card Downloads in Quickbooks |
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"Will" <westes-usc@noemail.nospam> wrote in message
news:3t-dnf6DTMoA5_DVnZ2dnUVZ_qbinZ2d@giganews.com...
| Quote: |
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.
|
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. |
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Will
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| Posted: Fri Jul 04, 2008 8:23 am Post subject: Re: Credit Card Downloads in Quickbooks |
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"Laura" <invalid@sample.invalid> wrote in message
news:Ixfbk.93000$102.5190@bgtnsc05-news.ops.worldnet.att.net...
| Quote: |
"Will" <westes-usc@noemail.nospam> wrote in message
news:3t-dnf6DTMoA5_DVnZ2dnUVZ_qbinZ2d@giganews.com...
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.
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.
|
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.
--
Will |
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karen.magno@gmail.com
Guest
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| Posted: Fri Jul 04, 2008 12:27 pm Post subject: Re: Credit Card Downloads in Quickbooks |
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Take a look at Baystate Consulting's 01 Transaction Pro Import Wizard
which uses the QuickBooks SDK (software development kit) and not IIF
files at http://www.baystateconsulting.com/products.htm.
On Jul 3, 11:23 pm, "Will" <westes-...@noemail.nospam> wrote:
| Quote: |
"Laura" <inva...@sample.invalid> wrote in message
news:Ixfbk.93000$102.5190@bgtnsc05-news.ops.worldnet.att.net...
"Will" <westes-...@noemail.nospam> wrote in message
news:3t-dnf6DTMoA5_DVnZ2dnUVZ_qbinZ2d@giganews.com...
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.
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.
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.
--
Will |
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qbhelper@jenniferthieme.c
Guest
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| Posted: Fri Jul 04, 2008 3:45 pm Post subject: Re: Credit Card Downloads in Quickbooks |
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On Jul 3, 6:19 pm, "Will" <westes-...@noemail.nospam> wrote:
| Quote: |
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.
--
Will
|
Real time integration for downloads is available through QB Online.
It's not available w/desktop versions of QB.
For me, I rarely, if ever, have problems with downloading cc data. One
important tip is to always make a backup of the QB file before
importing data into it. This way, if the import goes haywire for some
reason, you can restore the backup to get the file back to where it
was. But in all honesty I almost never need to restore the backup
because the downloads go just fine. Also, transfering through a csv
file is cumbersome. Try to get a .qbo. If you can't get one of those,
try to get a .iif.
And, like I mentioned, backup the QB file before importing the data,
especially when working with .iif files.
Jennifer
Signup for my free QB newsletter at
http://www.jenniferthieme.com/quickbooks-help-free-ezine.html |
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Will
Guest
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| Posted: Sat Jul 05, 2008 10:53 am Post subject: Re: Credit Card Downloads in Quickbooks |
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<karen.magno@gmail.com> wrote in message
news:bda27ca9-b17f-45a4-961f-561b5cf4500b@f36g2000hsa.googlegroups.com...
Take a look at Baystate Consulting's 01 Transaction Pro Import Wizard
which uses the QuickBooks SDK (software development kit) and not IIF
files at http://www.baystateconsulting.com/products.htm.
It is just a hassle to train people to download files. You have to
designate a holding place for them. Then you have to train people who
don't understand file system concepts well how to locate it and train them
to follow naming conventions, etc.
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.
--
Will
On Jul 3, 11:23 pm, "Will" <westes-...@noemail.nospam> wrote:
| Quote: |
"Laura" <inva...@sample.invalid> wrote in message
news:Ixfbk.93000$102.5190@bgtnsc05-news.ops.worldnet.att.net...
"Will" <westes-...@noemail.nospam> wrote in message
news:3t-dnf6DTMoA5_DVnZ2dnUVZ_qbinZ2d@giganews.com...
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.
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.
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.
--
Will |
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Will
Guest
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| Posted: Sat Jul 05, 2008 11:00 am Post subject: Re: Credit Card Downloads in Quickbooks |
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"qbhelper@jenniferthieme.com" <jathieme@gmail.com> wrote in message
news:111122f9-a60d-4a51-ad50-e12759e37619@u6g2000prc.googlegroups.com...
On Jul 3, 6:19 pm, "Will" <westes-...@noemail.nospam> wrote:
| Quote: |
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.
--
Will
|
<Real time integration for downloads is available through QB Online.
<It's not available w/desktop versions of QB.
We have a five user version of Quickbooks, and both our Platinum Plus and
Citibank cards do fully integrate and download directly into Quickbooks.
I don't have problems with Platinum Plus cards. I do have problems with
Citibank cards.
Platinum Plus has the most obscenely anti-human credit analyst department I
have ever seen. They give us one third of the credit limit Citibank
does, and Platinum absolutely refuses to let you talk to a human being who
is a decision maker about this. They just keep coming back and telling us
we have enough credit - answering only one out of every three letters they
force us to FAX to them - and then they answer with form letters weeks after
the request. We have paid every balance in full for more than four
years. So Platinum is just insane, inefficient, bureaucratic, and they
don't deserve the business.
Citibank on the other hand is easy enough to work with, but their online
server simply sucks, and they apparently have stopped supporting it. I
used to be able to call them and have them reset their server. But after a
recent reorganization, all the people who knew what they were doing were
fired, and now the people you are referred to are telling us it is Intuit's
problem. So that feels like the beginning of the end for our credit card
relationship with Citibank. Intuit says it is Citibank. Citibank says it
is Intuit. No one takes responsibility and the customer gets hung out to
dry.
So I am asking if there is ANY other credit card company whose transactions
can be automatically downloaded into Quickbooks without an intermediate
file.
<For me, I rarely, if ever, have problems with downloading cc data. One
<important tip is to always make a backup of the QB file before
<importing data into it. This way, if the import goes haywire for some
<reason, you can restore the backup to get the file back to where it
<was. But in all honesty I almost never need to restore the backup
<because the downloads go just fine. Also, transfering through a csv
<file is cumbersome. Try to get a .qbo. If you can't get one of those,
<try to get a .iif.
<
<And, like I mentioned, backup the QB file before importing the data,
<especially when working with .iif files.
I cannot imagine asking people who work on our staff to backup the
Quickbooks data file. I would be terrified they would overwrite or delete
it. They are not system administrators, and I don't want them mucking with
the file system.
--
Will |
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qbhelper@jenniferthieme.c
Guest
|
| Posted: Sat Jul 05, 2008 4:09 pm Post subject: Re: Credit Card Downloads in Quickbooks |
|
|
On Jul 4, 11:02 pm, "Will" <westes-...@noemail.nospam> wrote:
| Quote: |
"qbhel...@jenniferthieme.com" <jathi...@gmail.com> wrote in message
news:111122f9-a60d-4a51-ad50-e12759e37619@u6g2000prc.googlegroups.com...
On Jul 3, 6:19 pm, "Will" <westes-...@noemail.nospam> wrote:
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.
--
Will
Real time integration for downloads is available through QB Online.
It's not available w/desktop versions of QB.
We have a five user version of Quickbooks, and both our Platinum Plus and
Citibank cards do fully integrate and download directly into Quickbooks.
I don't have problems with Platinum Plus cards. I do have problems with
Citibank cards.
Platinum Plus has the most obscenely anti-human credit analyst department I
have ever seen. They give us one third of the credit limit Citibank
does, and Platinum absolutely refuses to let you talk to a human being who
is a decision maker about this. They just keep coming back and telling us
we have enough credit - answering only one out of every three letters they
force us to FAX to them - and then they answer with form letters weeks after
the request. We have paid every balance in full for more than four
years. So Platinum is just insane, inefficient, bureaucratic, and they
don't deserve the business.
Citibank on the other hand is easy enough to work with, but their online
server simply sucks, and they apparently have stopped supporting it. I
used to be able to call them and have them reset their server. But after a
recent reorganization, all the people who knew what they were doing were
fired, and now the people you are referred to are telling us it is Intuit's
problem. So that feels like the beginning of the end for our credit card
relationship with Citibank. Intuit says it is Citibank. Citibank says it
is Intuit. No one takes responsibility and the customer gets hung out to
dry.
So I am asking if there is ANY other credit card company whose transactions
can be automatically downloaded into Quickbooks without an intermediate
file.
For me, I rarely, if ever, have problems with downloading cc data. One
important tip is to always make a backup of the QB file before
importing data into it. This way, if the import goes haywire for some
reason, you can restore the backup to get the file back to where it
was. But in all honesty I almost never need to restore the backup
because the downloads go just fine. Also, transfering through a csv
file is cumbersome. Try to get a .qbo. If you can't get one of those,
try to get a .iif.
And, like I mentioned, backup the QB file before importing the data,
especially when working with .iif files.
I cannot imagine asking people who work on our staff to backup the
Quickbooks data file. I would be terrified they would overwrite or delete
it. They are not system administrators, and I don't want them mucking with
the file system.
--
Will
|
Good morning Will,
I have a few thoughts:
1. Backups are .qbb files. The regular file that you work in from day
to day is a .qbw. So it's not possible to overwrite the .qbw with
a .qbb. So there are no worries on that particular point.
2. *Restoring* the backup is another issue and requires specific steps
in order to be done correctly.
3. Perhaps you can develop a clearly worded procedureal document for
each procedure. Since clearly defined steps must be followed, you can
include screen shots of what each step looks like in the document.
This is probably a good idea anyway, since backups should be made
regularly, and at some point you (or somebody at your business) might
need to restore one due to some emergency with the .qbw.
4. You mentioned a Platinum Plus and a Citibank card......... Are they
both QB credit cards? Just thinking out loud, but if they are both QB
credit cards, then I suspect that is why they have real time
integration. I work with a lot of different clients' credit card
companies, and if you have a card, that is:
~not a QB credit card
~offers *real time* credit card integration (w/no intermediary file
such as a qbo or iif)
~NOT via QB online, but via a QB destop version
then this is brand new information to me.
OK, ok ok....... I have a CitiBusiness account and I just signed into
it to see what you mean. And I see that we have a confusion of terms.
What you call "real time", I call, "online download"
Regardless of the terminology, we've been talking about two different
things, which is why I couldn't understand your question!
The answer to your question is Yes. There are other credit card
issuers that offer the type of download you prefer. However, I haven't
worked with one for a while. Try Chase or Wells Fargo.
5. However, if you eventually find you need to first download a file
to your desktop, then import it to QB:
Develop a specific, written, step by step, process including screen
shots that your employees will follow each and every time. Doing the
downloads is not difficult... I do it all the time and it's simply a
matter of following each step in it's proper order. It's very logical
and does not involve any decision-making if done correctly.
I hope this helps. Take care and write again if you have any questions
about what I've shared.
Jennifer
http://www.jenniferthieme.com |
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Will
Guest
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| Posted: Sun Jul 06, 2008 5:25 am Post subject: Re: Credit Card Downloads in Quickbooks |
|
|
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.
--
Will
"qbhelper@jenniferthieme.com" <jathieme@gmail.com> wrote in message
news:c08d02fd-9911-47cd-8d35-dadec693025d@s50g2000hsb.googlegroups.com...
On Jul 4, 11:02 pm, "Will" <westes-...@noemail.nospam> wrote:
| Quote: |
"qbhel...@jenniferthieme.com" <jathi...@gmail.com> wrote in message
news:111122f9-a60d-4a51-ad50-e12759e37619@u6g2000prc.googlegroups.com...
On Jul 3, 6:19 pm, "Will" <westes-...@noemail.nospam> wrote:
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.
--
Will
Real time integration for downloads is available through QB Online.
It's not available w/desktop versions of QB.
We have a five user version of Quickbooks, and both our Platinum Plus and
Citibank cards do fully integrate and download directly into Quickbooks.
I don't have problems with Platinum Plus cards. I do have problems with
Citibank cards.
Platinum Plus has the most obscenely anti-human credit analyst department
I
have ever seen. They give us one third of the credit limit Citibank
does, and Platinum absolutely refuses to let you talk to a human being who
is a decision maker about this. They just keep coming back and telling us
we have enough credit - answering only one out of every three letters they
force us to FAX to them - and then they answer with form letters weeks
after
the request. We have paid every balance in full for more than four
years. So Platinum is just insane, inefficient, bureaucratic, and they
don't deserve the business.
Citibank on the other hand is easy enough to work with, but their online
server simply sucks, and they apparently have stopped supporting it. I
used to be able to call them and have them reset their server. But after a
recent reorganization, all the people who knew what they were doing were
fired, and now the people you are referred to are telling us it is
Intuit's
problem. So that feels like the beginning of the end for our credit card
relationship with Citibank. Intuit says it is Citibank. Citibank says it
is Intuit. No one takes responsibility and the customer gets hung out to
dry.
So I am asking if there is ANY other credit card company whose
transactions
can be automatically downloaded into Quickbooks without an intermediate
file.
For me, I rarely, if ever, have problems with downloading cc data. One
important tip is to always make a backup of the QB file before
importing data into it. This way, if the import goes haywire for some
reason, you can restore the backup to get the file back to where it
was. But in all honesty I almost never need to restore the backup
because the downloads go just fine. Also, transfering through a csv
file is cumbersome. Try to get a .qbo. If you can't get one of those,
try to get a .iif.
And, like I mentioned, backup the QB file before importing the data,
especially when working with .iif files.
I cannot imagine asking people who work on our staff to backup the
Quickbooks data file. I would be terrified they would overwrite or delete
it. They are not system administrators, and I don't want them mucking with
the file system.
--
Will
|
Good morning Will,
I have a few thoughts:
1. Backups are .qbb files. The regular file that you work in from day
to day is a .qbw. So it's not possible to overwrite the .qbw with
a .qbb. So there are no worries on that particular point.
2. *Restoring* the backup is another issue and requires specific steps
in order to be done correctly.
3. Perhaps you can develop a clearly worded procedureal document for
each procedure. Since clearly defined steps must be followed, you can
include screen shots of what each step looks like in the document.
This is probably a good idea anyway, since backups should be made
regularly, and at some point you (or somebody at your business) might
need to restore one due to some emergency with the .qbw.
4. You mentioned a Platinum Plus and a Citibank card......... Are they
both QB credit cards? Just thinking out loud, but if they are both QB
credit cards, then I suspect that is why they have real time
integration. I work with a lot of different clients' credit card
companies, and if you have a card, that is:
~not a QB credit card
~offers *real time* credit card integration (w/no intermediary file
such as a qbo or iif)
~NOT via QB online, but via a QB destop version
then this is brand new information to me.
OK, ok ok....... I have a CitiBusiness account and I just signed into
it to see what you mean. And I see that we have a confusion of terms.
What you call "real time", I call, "online download"
Regardless of the terminology, we've been talking about two different
things, which is why I couldn't understand your question!
The answer to your question is Yes. There are other credit card
issuers that offer the type of download you prefer. However, I haven't
worked with one for a while. Try Chase or Wells Fargo.
5. However, if you eventually find you need to first download a file
to your desktop, then import it to QB:
Develop a specific, written, step by step, process including screen
shots that your employees will follow each and every time. Doing the
downloads is not difficult... I do it all the time and it's simply a
matter of following each step in it's proper order. It's very logical
and does not involve any decision-making if done correctly.
I hope this helps. Take care and write again if you have any questions
about what I've shared.
Jennifer
http://www.jenniferthieme.com |
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