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May 6, 2024
Question

Manually Uploading Credit Card Transactions

  • May 6, 2024
  • 1 reply
  • 0 views

I am trying to manually upload credit card transactions but when I get to the prompt that says "Select a QuickBooks account for the bank file you want to upload" there are no accounts listed for me to choose from.  The credit card is already linked to my QuickBooks account, and I haven't had any trouble manually uploading transactions for checking/savings accounts?  

1 reply

May 6, 2024

Hello there, johnjill801.

 

I can help you manually upload transactions in QuickBooks Online (QBO).

 

Beforehand, may I know the name of your credit card account? Any information can help us resolve the problem.

 

In the meantime, let's perform basic troubleshooting steps. You may have accumulated too much historical data. Whenever you visit a website, it saves some information from the web page in its cache. These files allow the websites you visit most often to load faster. Not to worry, clearing them will do the trick.

 

First, access your account through an incognito window to rule out the possibility of a webpage issue. You can refer to these shortcut keys to open an incognito window in all supported browsers:

 

  • Chrome: Ctrl Shift N
  • Firefox: Ctrl Shift + P
  • Safari: Command Shift N

 

Once done, connect your bank again. If it works, switch back to your regular browser. Then, clear its cache. This way, you can access QuickBooks with a clean slate. You can also use a different supported one.

 

You might find the following articles helpful about adding and matching transactions in QBO: 

 

 

Keep me posted if you have any other questions about uploading bank transactions. I'll make sure to get back to you as soon as I can.