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August 9, 2020
Question

How do I add credit card purchases that didn't get added since I used the wrong starting date when connecting credit card statement after converting to QB online?

  • August 9, 2020
  • 1 reply
  • 6 views
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1 reply

RenjolynC
Level 9
August 9, 2020

I appreciate your time reaching out to us here, charmikeintl.

 

To add the transactions from the Banking page, you can use the WebConnect feature or upload a CSV file. To get the transactions, log in to your bank or credit card’s website. Each bank has different steps. You can follow your bank's instructions on how to download the file on your computer.

 

Once you have the information saved on your computer, you can upload it in QuickBooks by following these steps:

 

  1. Go to Banking on the left panel.
  2. Click the drop-down arrow next to Update and select File upload.
  3. Click Browse and select the file you've downloaded. Hit the Next button.
  4. Select the credit card account from the QuickBooks Account drop-down list and select Next.
  5. Map the columns and select Next.
  6. Put a check mark on the transactions you want to import and click Next.
  7. Click Yes to import and select Let's go!

I'm adding these articles for more information:

 

For other guides and articles, please feel free to browse for a topic in our general support page.

 

If you have any follow-up questions or other concerns about QuickBooks, please let me know by leaving a comment below. Take care and stay safe.