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February 11, 2020
Question

I manually entered a new credit card and I want it to appear on my banking page. How do I add this function? The account is active.

  • February 11, 2020
  • 1 reply
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1 reply

JoesemM
February 11, 2020

 

Hi there, @AccountingDepartment1A.

 

I'll be happy to walk you through the process of how your credit card will show up on your banking page:

  1. Go to Banking on the left menu.
  2. Choose Banking at the top then click File Upload. If you’ve never connected an account, select Upload transactions manually at the bottom of the screen.
  3. Click Browse and choose the file you saved in Step 1.
  4. Hit Next.
  5. From the QuickBooks account drop-down, select the account you want to upload the bank data and then click Next.
  6. If you're uploading a CSV file, you're prompted to select columns from the CSV file that match QuickBooks Online banking fields.
  7. Click Next when you're done.
  8. Select Let's go! or Finish depending on what you see.

Once you've done, we can go to the Banking menu to match and categorise the transactions.

 

I'll add this article for the detailed process: Manually upload transactions into QuickBooks Online.

 

Also, I've shared this article on how to reconcile account to match your bank and credit card statements for future reference: Reconcile an account in QuickBooks Online.

 

Leave a comment below if you have any other questions on uploading bank transactions in QuickBooks. I'll be happy to assist. All the best.