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Experienced Member

Importing Credit Card Transactions

I am importing a credit card file that I saved from the bank site and importing it into quickbooks.  I would like to know how to download the transactions to the 'items' tab instead of the 'expense' tab where it defaults to.  Thank you.

3 Comments
QuickBooks Team

Re: Importing Credit Card Transactions

Hello there, CMdeagen.

 

You're unable to automatically download the transactions to the items tab. You'll have to match the transaction and associate it with the item account.

 

Here's how:

  1. Click Banking.
  2. Go to Bank Feeds, then choose Bank Feeds Center.
  3. Choose the account, then click Transaction List.
  4. Choose the transaction, click the Select drop-down arrow, then choose Match to Existing Transaction.
  5. Choose the transaction which the item is associated, then click Confirm Match.

You can use the renaming rules feature in QuickBooks. This will help you automatically assign transaction to a specific payee and categories. Please check this article for the steps: Use renaming rules for Bank Feeds.

 

If you need more help from us, feel free to drop a comment below. 

Experienced Member

Re: Importing Credit Card Transactions

I appreciate your suggestion Kristine, however there isn't an existing transaction to match it to.  I am downloading new transactions.  Does that make sense?

QuickBooks Team

Re: Importing Credit Card Transactions

Hello, CMdeagen.

 

Let me address your online banking concern. 

 

In this case, you can manually create transactions in QuickBooks Desktop, then match them in the Bank Feeds window.

 

To write a check:

  1. Go to Banking.
  2. Choose Write Checks.
  3. Select a bank account. 
  4. Enter some necessary information.
  5. Click on Save & Close.

To enter a bill, please refer to this article: Enter bills.

 

Once you're done creating transactions, simply follow the steps above provided by my colleague, Kristine Mae.

 

As a reference, you can also check out this article about matching bank feed transactions for further guidance: Add and match Bank Feed transactions

 

This should point you in the right direction. Let me know if you have further questions. I'll be here to keep helping.