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October 22, 2022
Question

HOW DO I ADD A CREDIT CARD

  • October 22, 2022
  • 1 reply
  • 0 views
I HAVE ONE CREDIT CARD FOR MY EXSPENSES HOW DO i ADD ANOTHER ONE

1 reply

Rubielyn_J
October 22, 2022

It's my pleasure to help add your credit card to QuickBooks Online, @amhrepair12-yaho

 

If you want to add your credit card to bank feeds, we can connect it to download your transactions. Let me show you how:

 

  1. Proceed to BookkeepingTransactions and then select Bank transactions (Take me there), or go to Banking (Take me there).
  2. Click the Link account option.
  3. In the search field, enter the name of your credit card.
  4. Select Continue. Then sign in to your bank with your user ID and password. 
  5. Follow the on-screen steps. This might include security checks your bank requires.
  6. Select the accounts you want to connect, then select the account type ▼dropdown. Choose the account type that matches your chart of accounts in QuickBooks.
  7. Select how far back you want to download transactions. Some banks let you download the last 90 days of transactions. Others can go back as far as 24 months.
  8. Click Connect.

 

Otherwise, you can manually add your credit card in the Chart of Accounts. 

 

  1. Proceed to Settings ⚙ and choose Chart of accounts.
  2. Click New
  3. Depending on your account view, you’ll either see a panel labeled New account or New category

 

For the next steps and detailed info, please check out this article: Add an account to your chart of accounts in QuickBooks Online.

 

I'm also adding these articles you can utilize to help manage your accounts in QuickBooks:

 

 

Keep me posted if you have further concerns with adding credit card in QuickBooks. I'm always around to help you. Stay safe!