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PC Financial Mastercard - can't create account at all, so can't import

I understand that PC Financial and Intuit are at odds over connecting online to get transaction data. PC Financial customer support is noncommittal about making it work, but says they appreciate knowing it's a wanted feature.

 

I figured I could import CSV files into Quickbooks Self-Employed (Canada). Problem is, I can't create the account to import to. PC Financial doesn't come up in the bank/credit card list when I go to add the account. Because I can't add the account, I can't import transactions. I haven't found a way to create a generic offline-only dummy account as a kludge. I'm stuck.

 

Ideas?

Solved
Best answer 03-24-2019

Accepted Solutions
Moderator

Re: PC Financial Mastercard - can't create account at all, so can't import

Hello there, bigasssuperstar.

 

Since the bank is not connected, the option to import the transactions under a specific account is unavailable. I'll go ahead and send feedback for creating an account to import bank data. For now, let's import your data under Cash Account.

 

Here's how:

  1. Select Imports.
  2. Click Import older transactions on the right side for Cash Account
  3. Follow the instructions onscreen to finish importing your data.
  4. Select Import.

Please let me know if you need anything else. 

View solution in original post

12 Comments
Moderator

Re: PC Financial Mastercard - can't create account at all, so can't import

Hello there, bigasssuperstar.

 

Since the bank is not connected, the option to import the transactions under a specific account is unavailable. I'll go ahead and send feedback for creating an account to import bank data. For now, let's import your data under Cash Account.

 

Here's how:

  1. Select Imports.
  2. Click Import older transactions on the right side for Cash Account
  3. Follow the instructions onscreen to finish importing your data.
  4. Select Import.

Please let me know if you need anything else. 

View solution in original post

Not applicable

Re: PC Financial Mastercard - can't create account at all, so can't import

Thank you. I will try this as an interim solution. I hope PC & Intuit can work something out -- I've already let PC know that I'm moving much of my purchasing to another credit card until a workable solution is available.

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Re: PC Financial Mastercard - can't create account at all, so can't import

I have the same issue and I use my PC Financial credit card exclusively for all credit card purchases, personal and business.

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Re: PC Financial Mastercard - can't create account at all, so can't import

Hey, if you're who I think y'are, we should talk about how one can use Quickbooks Self-Employed to manage life after media. Cheers!

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Re: PC Financial Mastercard - can't create account at all, so can't import

same problem here! how do I complain to?

QuickBooks Team

Re: PC Financial Mastercard - can't create account at all, so can't import

Hi there, 

 

I'm here to help. I can appreciate that the bank feed is an important aspect of your QuickBooks Online account. I'd be happy to pass along your feedback to the right team so that they're aware of your concerns. In the meantime, please follow MaryLurleenM's workaround solution and import your transactions manually. This is a great way to keep track of your transactions, and it just takes a few more additional steps. 

 

Let me know if there's anything else I can do to help. 

 

Have a great day. 

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Re: PC Financial Mastercard - can't create account at all, so can't import

the workaround is unclear. where in the site do I select "Imports" in step 1?

Anonymous
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Re: PC Financial Mastercard - can't create account at all, so can't import

Hello, @allanphoto.

 

Allow me to step in and help you with the workaround provided by my colleague.

 

Just go to the Gear Icon and select Imports. Then follow the rest of the steps provided. 

 

 

That should do it. Should you need other references for future use, you can visit our help site for information: Help articles for QBSE.

 

Please let me know if you have additional questions about the import workaround. I'm here to help.

Not applicable

Re: PC Financial Mastercard - can't create account at all, so can't import

I thing my problem is I am using QuickBooks EasyStart not self-employed. do you know how I would do this in QuickBooks EasyStart?

Moderator

Re: PC Financial Mastercard - can't create account at all, so can't import

Welcome to the Community, allanphoto.

I'm here to help you create an account and import the transactions manually into QuickBooks Online.

 

You can manually bring the transaction into QuickBooks Online using a WebConnect file. You can download the last 90 days of transactions using this feature.

 

Download transactions from your bank's website:

 

  1. Sign in to your bank's website.
  2. Follow your bank's online process to download your transactions to your computer.
  3. Depending on your bank's available features, choose transactions from specific or multiple accounts, or select a date range for transactions. If you're adding historical transactions for a connected account, make sure you specify a date range earlier than the last 90 days. If you overlap date ranges, you may end up with duplicate transactions, which you must then delete or exclude. Because QuickBooks Online only supports files sizes up to 350 KB (kilobytes), if you're downloading a lot of transactions, you may need to download smaller date ranges.
  4. Choose a supported file type for the download file. If you attempt to upload a file in an unsupported format, you will receive an error message.
  5. Note the name of the file you downloaded, and the location you downloaded it to so you can easily find it to upload.

Upload the file to your QuickBooks Online company:

 

  1. From the left menu, select Banking, and choose Banking.
  2. From the Update drop-down menu, select File Upload. If you’ve never connected an account, you can select Upload transactions manually.
  3. Select Browse and choose the file you downloaded from your bank.
  4. Select Next.
  5. From the QuickBooks account drop-down list, select the account to which to upload the bank transactions, and select Next. If you don't have an account set up yet, you can select Add New to add an account.
  6. When uploading a CSV file, follow the prompts to select columns from the CSV file that match QuickBooks Online banking fields. You can also upload CSV bank transactions through the Import Data page. To do so, select the Gear icon, and, under Tools, select Import Data, then select Bank Data.
  7. Select Next. If you attempt to upload a file in an unsupported format, you will receive an error message.
  8. Select Let's go! (or Finish).

You can get more details in this article: How to upload more than 90 days of bank transactions.

 

Also, these articles are good references as well:

 

If you need to discuss sensitive information, feel free to reach out to our QuickBooks EasyStart. To reach us, please follow these steps:

 

  1. Sign in to your QuickBooks Online company.
  2. Select Help (question mark icon) at the top right.
  3. Select Contact us to connect with a live support agent.

Let me know how it goes by leaving a reply below. Have a good one.

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Re: PC Financial Mastercard - can't create account at all, so can't import

I can download the file from pc bank, upload it here but when it wants me to assign categories they don't work. Description, Date and Amount are obvious but it also imports the time, who's card was used and if it is a debit or credit....those aren't optional categories to assign. Help...

QuickBooks Team

Re: PC Financial Mastercard - can't create account at all, so can't import

Hi there. I want to make sure you get the assistance you need with this issue. I recommend contacting the Self-Employed support team using this link here. Once you click on the link, you'll see a pop-up which will prompt you to select the Self-Employed option. Try this and let me know how you make out. I'm here to steer you in the right direction.