How to Import Credit Card Transactions into QuickBooks Desktop? : SaasAnt Support Portal

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Importing Credit Card Transactions to Quickbooks Desktop Premier.How To Import Credit Card Transactions Into QuickBooks Online

 

It is free from any human errors, works automatically, and has a brilliant user-friendly interface and a lot more. If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history.

Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments. Yes, absolutely. You can use the Direct Connect Option by enrolling for the Direct Connect service which will allow you access to the small business online banking option at bankofamerica.

This feature allows you to share bills, payments, information, and much more. QuickBooks allows you to access almost all types of accounts, including but not limited to savings account, checking account, credit card accounts, and money market accounts.

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Get Support Call Now. Chat Now. Close X. If they are only able to share it in PDF format, you may need a converter app later. I am using quickbooks premier I setup bank feeds and downloaded my credit card Citi transactions for July-Dec 6 months was downloaded through the sync to my credit card. That was awesome. I still need Jan-Jun transactions. The method suggested is to import a qbo file from the credit card and import these transactions manually.

I was able to get a qbo file for these transactions from the credit card. Now I want to import them into the existing Citi credit card. There seems to be no way to do this because the import does not list Citi as an import CC option to import into as it is auto synced now. So I created a new CC as a placeholder and was able to import the transactions here.

I need to transfer all the expense transaction to Citi. How do I do that? Also, the payments made to the Credit Card from my Checking Account need to be properly applied. If I select "Add details to Payment" option to the payment, the payment is setup as a Transfer of Funds, whereas it should be a electronic check deducted from my Bank Checking Account. If I select "Add details to Credit", the payment is setup as a credit to Citi. None of these options are correct. How do I do this? If I was able to import the Jan-Jun transactions to the existing Citi account, that would solve the problem.

Any suggestions on what I need to do? We'll have to select your Citi credit card account upon importing the transactions into your QuickBooks Desktop file.

This way, the items will be automatically downloaded to that account. If the Citi bank account, is already set up in the file, you can select Use an existing QuickBooks account.

If not, you can create a new account. As for the payment made from the checking account, we can categorize them as an expense transaction. You can do that by clicking the Banking menu. I setup feeds to automatically download transactions and it downloaded 6 months of transactions. So now in the Bank Feeds center, we have. To get these transaction, we have to export a QBO file manually and import it.

For import there are 2 options:. When I choose this, Citi is not shown as an available account as it is already setup for automatic import. This is also the option you are suggesting. Maybe there is a way to get Citi show up as an available Import Account- at least I cannot find a way. Again I use Import into existing account and and import all the transactions from Jan-Jun into it. There are deposits and expenses.

I now need to move them all into Citi so that I can balance my Citi statements. We can verify if the existing Citi credit card account is active.

It's possible that it was made inactive that's how you're unable to select it when manually importing transactions. If it was made inactive, just right-click on the account and click Make Account Active. You can merge the accounts since you've created a new one.

You'll have to deactivate it from online services first for you to merge it. Just edit the old account and rename it with the new account. Follow the onscreen instructions until you've merged them successfully. If you are using QB Online, explore the trial version of SlickConnect or another converter app as I mentioned in the earlier post.

If you are using QuickBooks Desktop, we can use the Web connect. QBO files can be downloaded and saved on your computer. Then, you can import the transactions so they become available in your Bank Feeds. If your bank offers Web Connect, juts follow the steps below:. You an also download your credit card transactions using the Direct Connect feature. This is as much as QuickBooks can download depending on the bank, this can give you up to a year of historical transactions.

Feel free to visit our Banking page for more insights about managing your bank feeds in QuickBooks Desktop. I'm just one post away if you need a hand with reconciling your accounts or any QuickBooks related. I'll be here to ensure your success. You have a good one. I am relatively new to Quickbooks Online. Could someone please let me know if my receipts from American Express app will download into Quickbooks online? Congratulations on making your first post here, NorthCarolina I'd be glad to clarify your sales receipt concern from American Express App.

Once you connect your American Express account to online banking, QuickBooks Online will automatically download your transactions. These receipts appear among your other downloaded transactions on the Banking menu.

Feel free to read this handy article to know more about American Express connections. You can proceed to the last part to learn what you need to do to keep getting transactions from American Express. You can comment here if you have follow up question with managing your American Express Bank or any other banking-related concerns. I'm always around to help. The synchronize option is not visible in Premier I have 5 credit cards--one bank-one statement. It WAS working just fine synchronizing with my bank then all of a sudden it would not download anything.

I spend over an hour with QB tech--who was very difficult to understand- After having be complete steps that made no difference, his final response was that he couldn't help me because I didn't have a new QB account and he couldn't see my screen and he would email me me a way to correct it. I never received anything and I still have the same issue.

I know how difficult it is when you can't download your data. I'm here to help you with that. There are several reasons why your bank transactions aren't downloading in QuickBooks Desktop, and I've added them below:. Is it writing a check to the vendor AMEX and posting it to the credit card account? I appreciate you for getting back to us here in the Community. Allow me to chime in and help you with your questions about the credit card account in QuickBooks.

Since the credit card is already in your chart of accounts, you can now enter the charges. This way, the amount you owe will reflect in the credit card account Other Current Liability.

Yes, you can use the Write Checks option to pay your credit card company. For additional reference, you can use the following article to learn more about how the credit card balance positive, negative, and zero balance works in QuickBooks: Set up, use, and pay credit card accounts.

Fill me in if you have additional questions related to your credit card, like how to create a recurring payment. I'm always here to help. Take care always. Thank you for the explanation AlcaeusF. This replaces the need to enter the transactions manually as you detailed above, correct? I've also assigned expense accounts to all the transactions and batch approved them.

However, when I try to create the rule I get an error:. It usually indicates that there are missing details or parameters when creating the bank rule. Makes sure to select or type in the information in the drop-down list for Description.

More importantly, you also need to select the name of the customer or vendor in the drop-down list for The Payee Field To. QuickBooks will use the name in this field to rename to automatically match a transaction. You are also correct that importing data through Web Connect replaces the need to enter the transactions manually.

Let me share these articles for additional details and reference when managing bank transactions in QuickBooks:. You can always ask follow-up questions in case you need more help with QuickBooks. We're always here to guide and assist you all the way. JenoP - here is a screen shot of the rule parameters I am trying to use.

What could cause the error? Thank you for getting back to us and providing us with more details of the error you're having, scieslicki. To save this renaming rule and avoid this error, you'll also need to add a vendor or customer to associate the bank transaction with. To help you in modifying or adding transactions with renaming rules, refer to the following article: Use renaming rules for Bank Feeds. Here's everything that you need to know in setting up, downloading, and adding or matching bank feed transactions: Get started with Bank Feeds for QuickBooks Desktop.

I'm always here if you have any other concerns or follow-up questions with your bank rules. Just let me know by leaving a reply below. Take care and have a great rest of the day! MaryJoyD - thank you for the information. When you say " Set the account you'll want to associate the transaction with", can you please explain? I currently have my credit card company American Express set up as a vendor. Is this what I should be using for all my transactions?