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Level 2

I want to add a credit card account but its Amex (UK) so I need to upload csv files of the transactions. I need to allocate these to Credit Card. How do I start?

I am using QuickBooks Simple Start.
Solved
Best answer July 28, 2020

Accepted Solutions
QuickBooks Team

I want to add a credit card account but its Amex (UK) so I need to upload csv files of the transactions. I need to allocate these to Credit Card. How do I start?

Hello Jason95, 

 

Welcome to the Community page, 

 

When you upload the CSV file on the select account page, you can add a new account this will have a small window pop up and in the account type you can select the option of credit card there and it will change it on the detail type and then you can remain the credit card on the name section then click save and close follow the steps and the transactions will upload into that account step by step below. 

 

click on banking on left-hand navigation bar>top right-click upload> select the file to upload> next>clcik on QuickBooks account drop-down arrow> click on add new> small white box will appear>account type select credit card>fill in rest of information you need>save and close> next> map the colums>next> it will show you all the transaction coming into QuickBooks make sure they are ticked> next.>yes>lets go> and it will take you back to the QuickBooks banking page with all your transactions sitting in the for reviewed ready to be reviewed. 

 

If you have any other questions please reach back out to us again. 

View solution in original post

QuickBooks Team

I want to add a credit card account but its Amex (UK) so I need to upload csv files of the transactions. I need to allocate these to Credit Card. How do I start?

Hi Jason95 👋 Yeah this is correct, it does this as it will be a liability, not an asset 😉

View solution in original post

QuickBooks Team

I want to add a credit card account but its Amex (UK) so I need to upload csv files of the transactions. I need to allocate these to Credit Card. How do I start?

Hello Jason95, 

 

If the transactions have come in the wrong way round, if you click the little box on left-hand side next to date if to tick the very top one next to date it will tick all the transactions for you>batch actions will highlight click that> exclude transactions

 

This will move them from the for review to the excluded section 

 

Then in the excluded section, you can again tick the little box on left-hand side batch actions will highlight > click batch action delete

This will then totally remove them out of your Quickbooks account so you can then re-upload the CSV transactions again into your account.

 

And to upload the transactions is the same process I told you before but this time on the mapping page if you swap the money in and money out columns round it will bring them though correctly for you. 

 

If you have any queries let us know. 

View solution in original post

5 REPLIES 5
QuickBooks Team

I want to add a credit card account but its Amex (UK) so I need to upload csv files of the transactions. I need to allocate these to Credit Card. How do I start?

Hello Jason95, 

 

Welcome to the Community page, 

 

When you upload the CSV file on the select account page, you can add a new account this will have a small window pop up and in the account type you can select the option of credit card there and it will change it on the detail type and then you can remain the credit card on the name section then click save and close follow the steps and the transactions will upload into that account step by step below. 

 

click on banking on left-hand navigation bar>top right-click upload> select the file to upload> next>clcik on QuickBooks account drop-down arrow> click on add new> small white box will appear>account type select credit card>fill in rest of information you need>save and close> next> map the colums>next> it will show you all the transaction coming into QuickBooks make sure they are ticked> next.>yes>lets go> and it will take you back to the QuickBooks banking page with all your transactions sitting in the for reviewed ready to be reviewed. 

 

If you have any other questions please reach back out to us again. 

View solution in original post

Level 2

I want to add a credit card account but its Amex (UK) so I need to upload csv files of the transactions. I need to allocate these to Credit Card. How do I start?

Thank you for that.  I have followed your instructions and it is working but  when I get to select transactions for import - where it shows me all the transactions with tick marks - I am panicking that expenditure is positive amounts and refunds/payment of the credit card bill are negative amounts.  Will QB recognise that they are "back to front" because it is a credit card statement? I dont want to hit next until I'm certain that they will import correctly.  Many thanks again for your help.

QuickBooks Team

I want to add a credit card account but its Amex (UK) so I need to upload csv files of the transactions. I need to allocate these to Credit Card. How do I start?

Hi Jason95 👋 Yeah this is correct, it does this as it will be a liability, not an asset 😉

View solution in original post

Level 2

I want to add a credit card account but its Amex (UK) so I need to upload csv files of the transactions. I need to allocate these to Credit Card. How do I start?

Argh! When I go to the American Express account (rather than our current account) the expenditure for Nespresso, Vimeo, Quickbooks (!) etc is in the "Received" column! Exactly what I was trying to avoid! No idea what to do now.Screenshot 2020-07-28 at 12.34.58.png

QuickBooks Team

I want to add a credit card account but its Amex (UK) so I need to upload csv files of the transactions. I need to allocate these to Credit Card. How do I start?

Hello Jason95, 

 

If the transactions have come in the wrong way round, if you click the little box on left-hand side next to date if to tick the very top one next to date it will tick all the transactions for you>batch actions will highlight click that> exclude transactions

 

This will move them from the for review to the excluded section 

 

Then in the excluded section, you can again tick the little box on left-hand side batch actions will highlight > click batch action delete

This will then totally remove them out of your Quickbooks account so you can then re-upload the CSV transactions again into your account.

 

And to upload the transactions is the same process I told you before but this time on the mapping page if you swap the money in and money out columns round it will bring them though correctly for you. 

 

If you have any queries let us know. 

View solution in original post