QuickBooks Online is a cloud-based platform that ensures work is completed as per the business requirements. The article will focus on how to update credit card and then import Credit- card transactions in QuickBooks Online.
Let’s start with understanding how to Update the Credit Card in QuickBooks. Before we go to the steps, it is essential to know some points beforehand.
If you are unable to locate you Bank in QuickBooks Online or you require to download credit card transactions for more than 90 days, then you have to import your credit card transactions in an Excel Format. The Excel format here is called as the ‘.CSV or the. QBO file’.
To initiate automatic Import of your Credit Card Transactions to QB Online, you require your Banking user ID & the password to Login.
Note: If unable to see your CC Company or you require to download more than 90 days of credit card transactions, then you need to ‘Upload Credit card transactions in a.CSV format.
You can download transactions for a maximum of 90 days. If you require transactions more than this time frame, then upload the transactions via CSV format.
However, if a shorter time range data is needed, then click the link that tells ‘require a shorter date range.’
Ensure to double-check the accounts that you require ‘to keep a track off.’ Do not check any undesired accounts.
Important: When you press ‘Connect,’ all the transactions will get downloaded to QuickBooks. However, there is an automatic undo feature here. If there was an error done here, you need to manually delete the unwanted transactions before deleting the credit card from QuickBooks.
Once done- click the blue ‘Connect button’ and initiate the download of your credit card transactions.
Once the download is through, you will view a display message. The next step is to download the transactions.
If you haven’t bee unsuccessful in connecting your credit card to QuickBooks, or you need credit card transactions for more than 90 days, you have to upload the ‘Credit Card transactions via an Excel (.CSV file) or. QBO file.
Hopefully, you are well aware now and can follow the procedure with the above-given steps. In case there is any issue faced, as this is a lengthy process, you should seek technical help to avoid any further issues. Speak to an expert at QuickBooks Tech Support phone number 1.877.221.952O to sort out all queries and issues related to this.