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niagaraschoolofm
Level 1

I cannot access my bank credit card through QuickBooks but have the statements. How can I enter credit card transactions manually?

My bank will not allow downloading my credit card transactions and I need to reconcile my banking. How can I enter transactions manually?
6 Comments 6
4Gal
Level 11

I cannot access my bank credit card through QuickBooks but have the statements. How can I enter credit card transactions manually?

Do you have statements in PDF or another file format?

niagaraschoolofm
Level 1

I cannot access my bank credit card through QuickBooks but have the statements. How can I enter credit card transactions manually?

Yes, I have them in PDF format

4Gal
Level 11

I cannot access my bank credit card through QuickBooks but have the statements. How can I enter credit card transactions manually?

You can use MT Online or pdf2qbo converter tool

https://www.moneythumb.com/?ref=110

 

Trish_T
QuickBooks Team

I cannot access my bank credit card through QuickBooks but have the statements. How can I enter credit card transactions manually?

Hello niagaraschoolofm,

 

Welcome to Community.  When you connect your bank and credit card accounts to QuickBooks Online, you'll be able to automatically update your transactions.  However, you can also manually add them, if this is your preferred choice.  I suggest reviewing this helpful guide, so you can make the best choice for your business needs, and follow the steps to upload your transactions seamlessly.

 

Feel free to reach out again, if you have other questions or concerns.  We would be glad to help!

niagaraschoolofm
Level 1

I cannot access my bank credit card through QuickBooks but have the statements. How can I enter credit card transactions manually?

Thank you. The bank changed our credit cards and closed January to April statements so I cannot access them and only have them in PDF format. I have downloaded May to Dec and those are ok. 

niagaraschoolofm
Level 1

I cannot access my bank credit card through QuickBooks but have the statements. How can I enter credit card transactions manually?

thank you. I am not sure where to find pdf2qb convertor to add statements to my qb account

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