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April 7, 2024
Question

can you direct connect credit cards directly when using QuickBooks Online Simple Start.

  • April 7, 2024
  • 1 reply
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can you direct connect credit cards directly when using QuickBooks Online Simple Start.

1 reply

April 7, 2024

Yes, it is possible to directly connect your credit card account in QuickBooks Online Simple Start, bob1963p. I can help you achieve your goal, so you can keep going in managing online bank transactions.

 

To ensure the accuracy of your financial data, it's crucial that you download all entries when connecting credit card accounts in QuickBooks Online. To guide you with the process, refer to these steps:

 

  1. Go to Transactions and click Bank transactions 
  2. Select Link Account.
  3. Enter the URL or name of your bank in the Search field, then select the bank.
  4. Login and Password fields, then select Continue
  5. Choose the account that you want to connect and date to pull transactions from the dropdown ▼. Then, select Next.
  6. Select your account type on the Account type ▼ dropdown and select Credit Card.
  7. In the Account Type ▼ dropdown, select Credit Card.
  8. Give the account a name and then select Save and Close.
  9. Map the bank account in the Existing Accounts ▼ dropdown, then select Next.
  10. Select Connect, then select Done.

 

You can also utilize this guide for more details: Connect bank and credit card accounts in QuickBooks.

 

Once everything comes in handy in the future, you can start reviewing and categorizing your transactions to ensure these always match your bank and credit card statements.

 

I'll keep an eye on this thread for any additional queries you may have when connecting credit card accounts to QBO. Feel free to leave a reply below, and I'll be around to get you covered. Keep safe and have a good one!