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April 18, 2019
Question

How do I connect my credit card if it is not in the options?

  • April 18, 2019
  • 1 reply
  • 0 views

We have a Collabria Credit Card through envisions bank but it does not appear in the list so I am not sure how to link to it.  Please help.

1 reply

April 18, 2019

Hi there,

 

You've reached the right place for help. I'd happy to assist with your bank feed. 

 

Since your bank isn't an option in QuickBooks yet, I encourage you to reach out to your Financial Institution to find out more info about integrating your bank account with QuickBooks. The good thing is QuickBooks Self-Employed allows you to import your bank transactions manually and I'll show you how: 

 

If you've been keeping track of transactions in a spreadsheet, you can save or export the spreadsheet to CSV format. You'll need to map your columns to our fields during import.

 

To import transactions into our product:

  1.     Open QuickBooks Self-Employed in a web browser
  2.     Select Gear icon User-added imageat the top
  3.     Select Imports
  4.     Select the account you want to import into. Make sure it's the same account you downloaded data from
  5.     Follow the instructions to finish importing your data 

Feel free to ask questions. I'm here to help. :)