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Published on August 26, 2023

NEW darwin.Cloud feature: Import Credit card charges

Now, you can import your Credit card expenses into darwin.Cloud.

Now, you can import your Credit card expenses into darwin.Cloud.

There are 3 different ways to import credit card charges into darwin.Cloud. This video shows how to import credit card charges as Journal entries. Each of the 3 different ways to import credit cards have different benefits - and we will cover each of them in their own video.

No matter what credit cards you use in your company, they all offer an excel export of the statement for each billing period.  

You can download darwin’s approved template from within darwin.Cloud.  Then, it’s fast and easy to take your credit card export file - and copy & paste it into darwin’s template. 

 You’ll find that importing your credit card expenses saves hours of work each month - it’s likely that you will save this month’s credit card template and just re-use it next month - since most people tend to have mostly similar credit card charges from month-to-month.

One of the main benefits of importing credit card charges from excel is that it allows you to link each line item in the statement to a particular supplier.  This isn’t possible if you simply write a check to your credit card company.  When you just record a payment to your credit card company, then the payee is the credit card company - and you can’t run reports on how much your spent with different suppliers on that month’s statement.  Importing credit card charges, as explained in this video, let’s you track credit card spending by supplier.

Watch this short video to learn more

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