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January 4, 2024
Question

Would like to automatically import business credit card transaction

  • January 4, 2024
  • 1 reply
  • 0 views
Need to have business credit card automatically update/download transaction on QB online account

1 reply

January 4, 2024

I appreciate you for getting in touch with us. Let me assist you in importing your credit card transactions into QuickBooks Online, John.

 

When you connect your online bank in QuickBooks, the transactions automatically download and categorize. This helps you to save time in updating your bank feeds. All you have to do is to review and approve them.

 

Let's link your credit card account in QuickBooks Online. Then, refresh your bank feed to automatically bring in your transactions. Here's how:

 

  1. Navigate to Transactions, then click on Bank transactions. 
  2. Select Link Account.
  3. Type the URL or name of your bank in the Search field, then pick the bank.
  4. Enter your Sign-in information in the Login and Password fields, then click Continue.
  5. Choose the account you want to connect and the date to pull transactions from the dropdown button. Then, click Next.
  6. Select your account type on the Account type dropdown button, then hit Next.
  7. Follow the on-screen steps.

 

For more detailed information and instructions, read this article: Connect bank and credit card accounts to QuickBooks Online.

 

Read the following articles below for your reference when managing transactions: 

 

 

If you require additional assistance with your transactions or have other concerns with handling your credit card accounts, I'm ready to give you the necessary resources. Please leave a comment below, and I'll get back to you promptly.