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March 27, 2022
Question

Trying to import my credit card and the help section says to start at bookkeeping and then transactions. I have neither in my left NAV. where do I find it?

  • March 27, 2022
  • 1 reply
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1 reply

March 27, 2022

Nice to have you here in the Community, @userjmarrero. I’ll help you with importing credit card transactions into QuickBooks Online (QBO).

 

You can change your company's perspective by following the steps outlined below.

 

  1. Go to the Settings.
  2. Then, select Switch to Accountant view.

 

Otherwise, when adding importing credit card transactions, you can also do that by going to the Banking menu. Then, select the dropdown arrow beside Link account and select Upload from file.

 

If same thing happen, you can perform some troubleshooting steps as this concern could be a browser-related issue. Stored cache can cause unexpected behavior while using the application. To help you sort out this issue, we can perform some basic troubleshooting steps.

 

Here are the keyboard shortcuts to open a private browser:

 

  • Google Chrome: press Ctrl + Shift + N
  • Mozilla Firefox: press Ctrl + Shift + P
  • Microsoft Edge: press Ctrl + Shift + P
  • Safari: press Command + Shift +N

 

If it works, kindly proceed with clearing your cache. This helps improve the performance of the application. Then, if the issue persists, you can refer to this article for other supported browsers while using QBO.

 

Moreover, you can utilize the following articles when categorizing, matching and reconciling your account in QuickBooks Online.

 

 

Feel free to drop a comment below if you have further questions in mind regarding the importing transactions. I’m just one post away from assisting you. Have a great day!