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July 27, 2024
Question

How to link credit card to quick books?

  • July 27, 2024
  • 1 reply
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How can I link my Discover credit card to quick books

1 reply

July 27, 2024

You can connect your credit card account by going to the Bank Transactions page. I'll guide you how to accomplish this, customchanges.

 

  1. Go to the Transactions menu and select Bank transactions.
  2. Click Link Account.
  3. Enter the URL or name of your bank (Discover credit card) in the Search field. 
  4. Enter your sign in info in the Log in and Password field.
  5. Click Continue and follow the on-screen instructions to complete the process.

 

Additionally, you can visit these articles for tips about categorizing transactions in QBO:

 

 

Please let me know if you have more concerns about managing bank account and bank transactions. I'll be around to help you anytime.