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credit card statements stopped syncing

Forum|Forum|3 years ago
March 23, 2023
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So two of my credit cards have stopped syncing. I can see the PDF for some of the statements but they are not importing to QB.

A QB rep told me that I need to get a "file" from the credit card company to download transactions into QB.

Seriously? Have you ever tried to do that? I've spent the morning talking to visa card people who keep sending me to yet another clueless person who can't help.

Isn't there a way to add each transaction into QB as a credit card transaction?

I'm not a big company just a small, semi-retired person running out of patience and wondering why on earth I pay for this system.

QuickBooks Online

Best answer by Angelyn_T

My pleasure to have you back. I can definitely help you add each of your transactions in QuickBooks Online (QBO), @KrisTalk.

You can enter your transaction manually through the +New icon. Then, select the transaction type you want to record from the options available.

Go to the +New icon.
Choose the transaction you want to record under Customers, Vendors, Employees, and Other.
Fill in the details, then save.

Alternatively, you can add them directly to your register.

Tap on Chart of Accounts from the Accounting menu.
Hit New.
Click on View register under Action.
Enter your transactions from there.

I'm also adding this article as your reference: Manually add transactions to account registers in QuickBooks Online.

If you wish to, you can also prepare an Excel CSV file for your bank data, then upload them to QBO. These materials will guide you through the process:

Once your transactions are available in QuickBooks, it's time for you to review and categorize them so you can proceed with your reconciliation.

Please let me know if there's anything else you need from me while working with your credit card entries. Just leave a comment below. Have a good one!

R

Rea_M

I'm here to ensure you're able to get your bank feeds working again, @KrisTalk. This way, you can keep your accounts updated and manage your transactions accordingly.

Before we start, I want to make sure I've got everything covered. Can you share the name of your financial institution and any error message you've encountered while downloading your bank transactions? This way, I can provide the exact solution for this matter.

Your credit card company is either performing system maintenance, or there are notifications on their website that need your attention. That's why they stop syncing transactions in QuickBooks Online (QBO).

When your financial institution performs system maintenance, you can manually update your account. This refreshes the connection between your bank and the program. Here's how:

Go to the Banking or Transactions menu.
Select the blue tile for your credit card account.
Click the Update button.
(Optional) Follow the on-screen instructions to complete the process.

Then, you can sign in to your credit card's website. This is to check your account page for messages or alerts that need your attention. Once you make changes on the website (for example, login credentials and account information), you'll have to update QuickBooks as well. Here's how:

Go to the Banking or Transactions menu.
Select the blue tile for your credit card account.
Click the Edit icon.
Choose either Edit sign-in info or Edit account info.
Enter all the necessary details and follow the on-screen instructions to complete the process.

Once your transactions are downloaded, all you have to do is review and/or match them to the existing entries in QuickBooks. This will keep your account updated.

Also, I encourage you to reconcile your accounts in QBO regularly (every month). This helps monitor your income and expense transactions and detect possible errors accordingly. You may want to check out this article as your reference to guide you in doing and fixing reconciliations in QBO: Learn the reconcile workflow in QuickBooks.

I'm all ears if you have other banking concerns or questions about managing transactions in QBO. You can drop a comment below, and I'll gladly help. Take care always, @KrisTalk.

K

KrisTalkAuthor

I need to know how to add each individual transaction since they didn't download. I do not have many, so it is not a problem. I just cannot figure out how to add them.

Thank you inadvance.

Angelyn_TAnswer