QuickBooks online has introduced a great feature which will help you save a lot of time and efforts. You can now download and import credit card transactions into QuickBooks which will manage your finances and budget.
In this blog, we will describe the steps to import credit card transactions into QuickBooks Online easily. Moreover, we have provided detailed steps to download transactions in CSV format.
Things to Remember
Login using your ID and password. It may take few minutes to connect your bank with QuickBooks.
Also Read: How to Enter Expenses in QuickBooks
Click on the Connect button to download all the transactions into QuickBooks.
Note: There is no undo option once the transactions are downloaded. Therefore, make sure that you select the correct account because later you will have to delete all the transactions and downloaded it again.
Once the transactions have been downloaded, you will get a message “We successfully downloaded your transactions. Hooray!”.
1. Select the date column, then choose the date format.
2. Now go to description and click on file.
3. You will get positive and negative numbers in single column.
4. Choose the column with negative number.
Although, this article will help you import credit card transactions easily, but if you still need any technical aid then call us on QuickBooks Support Contact Number 1-877-263-2742. Talk our QuickBooks ProAdvisor and get the best solutions to all QuickBooks related issues.
Looking for help? Talk to one of our experts to quickly resolve your QuickBooks problem!