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February 6, 2021
Question

Need to access donwloaded credet card transactions

  • February 6, 2021
  • 1 reply
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access downloaded cc transactions

1 reply

February 7, 2021

I'll walk you through the steps on how to access your downloaded transactions,@tapcleaning.

 

Let's go to your banking page to see it. 

 

  1. In your QBO dashboard, go to Banking and then select the Banking tab.
  2. Highlight in blue tile your credit card account.
  3. Under For Review tab is your downloaded transactions.
  4. Click the Update button at the top to bring up the latest transactions into QuickBooks.

 

For more information about how to review downloaded credit card transactions, check out this guide: Categorize and match online bank transactions in QuickBooks Online.

 

 

I'm also attaching this link to help you along the way: Format CSV files in Excel to get bank transactions into QuickBooks.

 

Drop a comment anytime below if you still have questions or concerns with bank transactions. I'll be around to help. Take care and have a great weekend.