Skip to main content
November 3, 2022
Question

How do I make my credit card account show up in the Banking section?

  • November 3, 2022
  • 1 reply
  • 0 views
I have my credit card account setup in the chart of accounts. I would like to see it in the banking section for quick access. I do not want to setup a direct feed link from my bank as I need to reconcile by credit card number for each authorized user and plan to upload transactions manually into sub accounts.

1 reply

November 3, 2022

Hello there. Now that I'm here, I'll share some details on how you can make your bank account appear in your Banking tab in QuickBooks Online (QBO) account.

 

Please know that for a bank account to show in the Banking tab, you need to connect it to your QBO company. Doing this lets you categorize and match transactions so you can reconcile them seamlessly. If you wish to continue with this method, I'll gladly input the steps below so you can proceed. To begin, here's how:

 

  1. Access your QuickBooks Online company.
  2. On the left navigational bar, go to the Banking tab.
  3. If this is the first bank account you’ve set up, select Connect account. Or select Link account if you already created one.
  4. In the search field, enter the name for your bank, credit card, or credit union.
  5. Select Continue. Then sign in to your bank with your user ID and password.
  6. Follow the on-screen steps. This might include security checks your bank requires. It could take a few minutes to connect.
  7. Select the accounts you want to connect, then select the account type ▼dropdown. Choose the account type that matches your chart of accounts in QuickBooks.

 

Visit this article for more information about how to link a bank to QBO: Connect bank and credit card accounts to QuickBooks Online.

 

You can also manually upload the transactions from your bank into your bank account in the chart of accounts, and then from there, you can reconcile them manually. I'll also input the steps below in case you want to proceed with this method. Here's how:

 

  1. Download the transactions from your bank.
  2. Review the file and format size.
  3. Go to the Banking tab, and then select Upload transactions.
  4. Select Drag and drop or select files and select the file you downloaded from your bank. Then select Continue.
  5. In the QuickBooks account ▼ dropdown, select the account you want to upload the transactions into. Then select Continue.
  6. Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks. Then select Continue.
  7. Select the transactions you would like to import. Then select Continue.
  8. Click Yes and when you accept your transactions, select Done.

 

For further details, see this page: Manually upload transactions into QuickBooks Online.

 

Additionally, I've got you this article in case you encounter issues when reconciling transactions in QBO: Fix issues at the end of a reconciliation in QuickBooks Online.

 

Also, see this page if you want to remove a transaction in your reconciliation: Undo or remove transactions from reconciliations in QuickBooks Online.

 

Don't hesitate to click the REPLY button if you need further assistance managing bank transactions in QuickBooks. You can also post here again since the Community space is open 24/7. I'll be more than happy to help you out again. Take care.