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Everything you need to know about banking in QuickBooks Online - Discover more
kevin-jarvis
Level 1

Our CC account is on the COA but not on the main transactions screen with the bankfeed banks.Can we import a bank statement each month and have it appear in this section?

 
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Best answer 2 weeks ago

Accepted Solutions
AnneMariee
QuickBooks Team

Our CC account is on the COA but not on the main transactions screen with the bankfeed banks.Can we import a bank statement each month and have it appear in this section?

Hi there, Kevin.

 

Yes, you can manually upload transactions to your credit card account and have them appear on your bank feeds. I'm here to show you how to do it.

 

Before your credit card account can show up on your bank feeds, it needs to have some transactions recorded. You can do this by connecting it to your bank or credit card's website or manually uploading a CSV file. I'll guide you on uploading a CSV file.

 

First, you'll need to get a CSV file from your bank or credit card provider. Once you have it, just make sure it's in the correct format. Then, follow the steps below to upload it. 

 

  1. On the left navigation panel, click Transactions.
  2. On the Bank transactions tab, click the Link account dropdown. Then, select Upload from file.
  3. Upload the file. Then, click Continue.
  4. In the QuickBooks account dropdown, choose the account you want to upload the transactions into. Then, click Continue.
  5. Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks. Then, select Continue.
  6. Select the transactions you would like to import. Then, click Continue.
  7. Click Yes, then Done.

 

After completing the process, your credit card account will be visible on your bank feeds.

 

For more info, you can refer to this article: Manually upload transactions into QuickBooks Online.

 

For future reference, here's a guide on reviewing transactions to ensure they're under the right categories: Categorise and match bank transactions in QuickBooks Online.

 

If you have any other concerns about uploading transactions to QuickBooks, please feel free to leave a reply. I'll be around to help out.

View solution in original post

3 REPLIES 3
AnneMariee
QuickBooks Team

Our CC account is on the COA but not on the main transactions screen with the bankfeed banks.Can we import a bank statement each month and have it appear in this section?

Hi there, Kevin.

 

Yes, you can manually upload transactions to your credit card account and have them appear on your bank feeds. I'm here to show you how to do it.

 

Before your credit card account can show up on your bank feeds, it needs to have some transactions recorded. You can do this by connecting it to your bank or credit card's website or manually uploading a CSV file. I'll guide you on uploading a CSV file.

 

First, you'll need to get a CSV file from your bank or credit card provider. Once you have it, just make sure it's in the correct format. Then, follow the steps below to upload it. 

 

  1. On the left navigation panel, click Transactions.
  2. On the Bank transactions tab, click the Link account dropdown. Then, select Upload from file.
  3. Upload the file. Then, click Continue.
  4. In the QuickBooks account dropdown, choose the account you want to upload the transactions into. Then, click Continue.
  5. Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks. Then, select Continue.
  6. Select the transactions you would like to import. Then, click Continue.
  7. Click Yes, then Done.

 

After completing the process, your credit card account will be visible on your bank feeds.

 

For more info, you can refer to this article: Manually upload transactions into QuickBooks Online.

 

For future reference, here's a guide on reviewing transactions to ensure they're under the right categories: Categorise and match bank transactions in QuickBooks Online.

 

If you have any other concerns about uploading transactions to QuickBooks, please feel free to leave a reply. I'll be around to help out.

kevin-jarvis
Level 1

Our CC account is on the COA but not on the main transactions screen with the bankfeed banks.Can we import a bank statement each month and have it appear in this section?

Thank you very much, that worked

Irene R
QuickBooks Team

Our CC account is on the COA but not on the main transactions screen with the bankfeed banks.Can we import a bank statement each month and have it appear in this section?

Hi there, Kevin.
 

I'm glad that my colleague was able to assist you with uploading your bank statements in your QuickBooks Online account. 
 

Don't hesitate to contact us if you need further assistance throughout the process. We'll be here to assist you at any time.

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