Quickbooks
June 15, 2017

How to import credit card transactions into QuickBooks Online

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In this week’s video I walk you through the steps to import bank and credit card transactions into QuickBooks Online where a direct connection is not available.

By logging into your bank account you can download a csv file and import it into QuickBooks Online in order to then process the transactions and reconcile the accounts.  If you follow the steps in the video you will have your records up to date in no time, and avoid some of the more common pitfalls.

My next two videos will show you how to match or add the transactions, and then how to reconcile the account in QuickBooks.

As always, I would love to hear your questions and comments.

In this week’s video I walk you through the steps to import bank and credit card transactions into QuickBooks Online where a direct connection is not available.

By logging into your bank account you can download a csv file and import it into QuickBooks Online in order to then process the transactions and reconcile the accounts.  If you follow the steps in the video you will have your records up to date in no time, and avoid some of the more common pitfalls.

My next two videos will show you how to match or add the transactions, and then how to reconcile the account in QuickBooks.

As always, I would love to hear your questions and comments.

Still need help?
Check this out.

Let's go!

Still need help?

We have what you need. Check out our courses and free resources to get more help managing your finances.

Let's go!