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February 7, 2021
Question

How to Connecting a new credit card ? I connected a cc. I thought I selected the option to add all 2020 transactions for the card but only see 2021. Any Advise ?

  • February 7, 2021
  • 1 reply
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1 reply

IamjuViel
February 8, 2021

Greetings, @sprayguy46-gmail.

 

Let me share some information on how QuickBooks manages your credit card transactions.

 

When you connect your financial institution to QuickBooks, the system depends on the data your bank shares with us. However, it automatically downloads 90-days worth of your transactions during the first time you connect it.

 

You can download your 2020 credit card transactions and import them to QuickBooks. Here's a screenshot of the sample file format that you can use: 

 

3 Columns

 

4 Columns

 

Once the CSV file is prepared, you can start the importing process. Here's how:

  1. Go to the Gear Icon.
  2. Choose Import data.
  3. Select Bank Data.
  4. Click the Browse button.
  5. Locate the CSV file that you want to import then, click Open.
  6. Hit the Next button.
  7. Pick the account where you want to record the transactions, then click Next.
  8. Map your file with the QuickBooks fields then click Next.
  9. Review the list of transactions again then click Next.
  10. Click Yes.

Now, your transactions will be displayed in the For Review tab. You can start reviewing and assigning expense categories to each imported transactions. 

 

I've added these articles to help you resolve any errors you'd encounter during the importing process:

Know that the Community and I are always here to help you achieve your goals. Feel free to leave a comment below.