Hi susanchampion,
Welcome to the Community! It's crucial that you're able to import all of your credit card transactions into QuickBooks Online. I can help you get the rest of your expenses entered.
QuickBooks Online allows you to manually import transactions into your bank feed. This can be done by downloading a CSV/Excel file from your online banking website and then importing it into the program. The steps to download the file will vary between different financial institutions. One thing to note is that since the your file will download transactions for a set date range and not the expenses exclusively, you'll need to open the Excel file and remove any payments towards the credit card that are already in QuickBooks Online to avoid duplicates (Note: If you don't do this step first that's ok, you can just use the Exclude function within the banking screen to remove any duplicates). Here's how to import the file containing the transactions to QuickBooks Online:
- Navigate to the Banking tab and click on the blue tile for the credit card account that these transactions below to.
- Select the Link account dropdown menu and then Upload from file.
- Click Browse to find the file you downloaded from your bank and then select Next.
- In the QuickBooks account dropdown menu, select the account you want to upload the transactions into, then select Next.
- Follow the onscreen steps to match the columns in the file with the correct fields in QuickBooks and click Next.
- When you're ready, select Let's go.
You credit card expenses will then be imported into the For review tab of the Banking screen for you to match or add as needed. You can learn more about this process in the following Community article: Manually upload transactions into QuickBooks Online
If you have any other questions please don't hesitate to ask!
