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September 11, 2019
Question

Credit card transactions

  • September 11, 2019
  • 1 reply
  • 0 views

how do I import only transactions from my card when there is a joint cardholder? I am getting all the transactions and only want what I’ve used my card for.

1 reply

September 11, 2019

Glad to have you here in the Community, @HughesWRM!

 

You can create a new account for your credit card so you can import or upload your transactions. I'll be happy to help you accomplish this.

 

First off, here's how you can create your new account for your credit card:

  1. Go to Accounting.
  2. Select Chart of Accounts.
  3. Click New.
  4. Under Account Type, select Credit Card.
  5. On the Detail Type menu, select Credit Card.
  6. Enter the name of your new credit card account.
  7. Click Save and close.

Once done, you can go back and download your credit card transactions. After downloading them, you can now upload your credit card transactions. To do so:

  1. Go to Banking.
  2. Select File Upload.
  3. Click Browse.
  4. Find and open your download credit card transactions.
  5. Click Finish.

In addition to these steps, you can read the following articles below for additional insights:

Before we end, here's an article you can read that'll help you handle your credit card transactions after uploading them: Assign, Categorize, Edit, and Add your Downloaded Banking Transactions.

 

If you have any other concerns aside from uploading your credit card transactions, please leave it in the comment section down below. I'll be always around ready to help.