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CathiPetrus
Level 1

I have an account already listed in my Chart of Accounts, how do I add to the Bank Transactions page?

Just trying to get a credit card account that is already in my Chart of Account to show up in the headers on the Bank Transactions page. Any advice would be greatly appreciated.

 

1 Comment 1
KayePe
QuickBooks Team

I have an account already listed in my Chart of Accounts, how do I add to the Bank Transactions page?

To ensure your credit card transactions are recognized and added to the bank tile on the Bank transactions page, @CathiPetrus, you can upload the bank statements of your credit card. I'll explain this more.


After uploading a bank statement, it will be categorized under the bank headers of your bank transactions. To begin the upload process, follow these steps:
 

  1. From the left panel, click Transactions.
  2. In the Link account dropdown, select Upload from file.
  3. After that, select the file you want to download on the Import Bank transactions page and follow the steps to proceed.
  4. Once finished, hit Done.

 

 

On the other hand, you may also categorize your bank transactions to make bank reconciliation much easier.


Once done and you still have questions about handling your bank accounts in QBO, let me know. I'm ready to help in any way. Take care! 

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