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March 20, 2021
Question

My Quickbook online not giving option to add credit card

  • March 20, 2021
  • 1 reply
  • 0 views
There is no option in the Banking tab to add credit card

1 reply

IamjuViel
March 20, 2021

Making sure you're able to connect your credit card account is my priority, @haider_rehan.

 

First, can you tell me the name of the credit card account you're trying to connect? This is for me to further check why you're unable to see it on the support bank account and credit card account list.

 

Meantime, here are some possible reasons why you can't connect your credit card:

  • Some credit card account have multiple names on our list. You might want to check and select the correct one or try all possible links.
  • The credit card account might not connect to all types of accounts (for example, personal accounts vs. business accounts).
  • The credit card account may not be a participating bank. You can contact the bank to request they establish a relationship with Intuit. 

 

You can try connecting your credit card using its URL. Here's how:

  1. Go to the Banking or Transactions menu.
  2. Choose the Banking tab.
  3. Click the Link account button. 
  4. From the Connect an account page, enter the URL of it's website. 
  5. Follow the on-screen instructions to complete the process.

 

If you're still unable to locate credit card account, you can directly add it to your chart of accounts. Here's how:

  1. Go to the  Accounting menu. 
  2. Choose the Chart of accounts tab.
  3. Select New to create an account.
  4. From the Account Type ▼ drop-down menu, select Credit Card.
  5. Give your account a name.
    This is the create a new account window on your chart of accounts.
  6. When you're finished, select Save and Close.

 

Now, you can download your transactions directly from your credit card's website then upload it. Then, import it to QuickBooks.

  1. From the left panel, click Banking.
  2. Choose File upload from the Update drop-down.
  3. Select Browse and choose the file you downloaded from your bank.
  4. Click Next.
  5. From the QuickBooks account drop-down list, select the account to which to upload the bank transactions, and select Next.
  6. When uploading a CSV file, follow the prompts to select columns from the CSV file that match QuickBooks Online banking fields.
  7. Click Next.
  8. Select Let's go! (or Finish).

 

You can read through these articles to help you manage your transactions:

Hit the Reply button anytime if you still have questions or concerns. I'll be around for you.