Skip to main content
December 20, 2022
Question

connecting to credit card

  • December 20, 2022
  • 1 reply
  • 0 views

I have connected my bank to QB.  My savings and checking accounts are visible, but I do not see the bank credit card.  How would I go about linking the bank credit card so that I can see the transactions?

1 reply

December 20, 2022

I can help connect your bank to QuickBooks Online (QBO), @Heather_m.

 

First, may I know what specific bank you are trying to connect with? Also, have you tried using a private browser when connecting your bank with QuickBooks? Any details can help us narrow things down so I can provide an accurate resolution.

 

Additionally, QuickBooks depends on the data provided by your financial institution. There are banks that don't connect to all types of accounts. It could be why only your savings and checking account are displayed.

 

I'd suggest reaching your bank to request or connect your credit card. If it goes well, select the correct bank name when linking the account.

 

In the meantime, you may consider manually uploading your credit card transaction in QBO. I'll show you how.

 

  1. Sign in to your bank or credit card website.
  2. Follow your bank institution to get or download CSV files of transactions.
  3. Log in to QuickBooks Online and go to the Banking menu.
  4. Hit the Upload transactions button.
  5. Click Browse, then choose the file you downloaded from your bank.
  6. Select the account you want to upload the transactions into from the QuickBooks account drop-down arrow, then hit Next.
  7. Follow the on-screen instructions, and click Next.
  8. Select Let's go.

 

You can check this article to learn more about adding bank and credit card accounts: Connect bank and credit card accounts to QuickBooks Online.

 

Once you have them on your banking page, you can then match and categorize them.

 

Let me know if you need further assistance with banking. I'll be right here to help. Take care.

Heather_mAuthor
December 20, 2022

My bank is BECU, and i'm already connected to the bank.  My checking and saving accounts are visible in QB, it is only my credit card that is not showing up in QB.  The credit card is through my same bank.