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June 19, 2021
Question

I have to add a credit card that will not allow me to connect through the internet. How do I add it manually?

  • June 19, 2021
  • 1 reply
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1 reply

June 19, 2021

You've come to the right place, @KeateLaw.

 

I can help you manually add the credit card account and import your list in QuickBooks Online (QBO).

 

Here's how:

 

1. Go to the Accounting menu.

2. Choose the Chart of Accounts.

3. Click the New button.

4. Select Credit Card from the Account Type drop-down.

5. Pick Credit Card from the Detail Type drop-down.

6. Enter the Name and Description details.

7. Click Save and Close.

 

Once done, you can now download your credit card transactions and import them to the created account. You can use either of these file formats:

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, you can start reviewing and categorizing each bank transaction. Also, you can refer to these articles for the step-by-step instructions about importing data in QuickBooks: Import bank transactions from CSV to QuickBooks.

 

Lastly, you can read through these articles to help you resolve any errors you'd encounter during the importing process:

 

 

Keep me posted if you have other questions or concerns. I'm always here to help you achieve your goals.