Skip to main content
May 17, 2020
Question

How can I convert filed transactions from a cancelled credit card to cash so that I don't lose them when I remove the old card from my account?

  • May 17, 2020
  • 1 reply
  • 0 views
Original commenter did not share additional details

1 reply

May 18, 2020

Hi there,

 

I appreciate you reaching out to the Community. I'd be happy to share information about managing your transactions in QBO. 

 

QuickBooks makes it easy to manage your transactions which saves you time. Based on what you've described, I recommend exporting your transactions from the credit as a .CSV file so you have record of them. You can always import the same transactions into QBO by following the steps below:

  1. Select the left Banking menu and select Banking.
  2. Select File upload. If you’ve never connected an account, you can select Upload transactions manually. You can also begin your upload from the Import Data page (select Settings ⚙, under Tools select Import Data, and select Bank Data).
  3. Select Browse and choose the file you downloaded from your bank. If you haven't downloaded your CSV file yet, follow the onscreen instructions in the Upload file window to download your transactions and then select the file you downloaded.
  4. Select Open, then select Next.
  5. From the QuickBooks Account drop-down list, select the bank or credit card account then select Next.
  6. Select a Datedate formatDescription, and AccountNote: You can choose 1 column or 2 columns.
  7. Select Next.
  8. Select the checkboxes of the transactions to import and select Next.
  9. Select Yes.
  10. Select Let's go! when the Import completed notification appears.

Once the import is finished, you are directed to theBanking menu or Transactions menu where your imported transactions are displayed on the For Review tab. You can review, add, or match each transaction.

 

I encourage you to check out this helpful article for more info on how to import transactions: Import bank transactions using Excel CSV files. In case you have other questions, feel free to contact our support team using this link here.