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October 23, 2021
Question

Add a credit card to banking page

  • October 23, 2021
  • 1 reply
  • 0 views
I don't see the plus icon to add an account to the banking page

1 reply

October 23, 2021

I'll be happy to help share how you're able to add an account, @tonylafer.

 

You do not need a plus icon to do so, you can click the Link account option to add your credit card account instead. I'll show you how.

 

  1. Go to Transactions.
  2. Select Banking.
  3. Click Link account.
  4. Enter the name or website of your credit card company.
  5. Type in your online banking login credentials.
  6. Select the account you have created from your chart of accounts.
  7. Click Connect.

 

I'm adding this article to learn more about adding an account to online banking: Connect Bank and Credit Card Accounts to QuickBooks Online.

 

You may also read this reference with the steps that'll help review your downloaded credit card transactions to put them in the correct account: Categorize and Match Online Bank transactions in QuickBooks Online.

 

It'll always be my pleasure to help if you've got questions other than adding your credit card account. Use the Reply option below to leave a comment and I'll surely be here ready to assist you.