About importing credit card transactions

In the 4-7-7 Import Credit Card Transactions window, you can use Sage Bank Feeds to download credit card transactions automatically to Sage 100 Contractor.

You can also download credit card transactions from your bank to an Excel or CSV file, edit the data, and then copy the transactions to the 4-7-7 Import Credit Card Transactions grid, or you can type the transactions into the grid.

With downloaded transactions displayed in the grid, you can then choose which transactions to add to your company records.

Important! Bank Feeds can connect to one credit card account per card issuer (bank). If you use Bank Feeds to download transactions from a bank for which you have more than one credit card, you need to create separate card issuer accounts for each credit card number so that you can import and reconcile transactions for all the credit card accounts. For example, say you have 2 VISA credit cards from one bank, each with a unique number:

XXXXXXXXXXXX9256
XXXXXXXXXXXX9214

You could set up 2 separate card issuer accounts (in the 4-7-1 Card Issuers Accounts window), like this:

2005 – Visa 9256
2006 – Visa 9214

Then, add the corresponding credit card to each issuer account in 4-7-1 Card Issuers Accounts.

If multiple card holders share an credit card number, you do not need to set up separate general ledger accounts or separate issuers. You can import credit card transactions for a single general ledger account if there is only one credit card account number to reconcile.