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kjones10021
Level 1

My business credit card stopped reporting to my Quickbooks for some reason as of August 2019. Has anyone ever had this happen. How can i fix this asap??

 
1 Comment
RaymondJayO
Moderator

My business credit card stopped reporting to my Quickbooks for some reason as of August 2019. Has anyone ever had this happen. How can i fix this asap??

I've checked my resources, and there aren't any reported similar issues about this@kjones10021. But I'm here to provide the steps to get the missing transactions added to your QuickBooks Online (QBO) account since August 2019. 

 

The program depends on the financial data shared by your bank. It could be they're performing system maintenance. That's why there are no downloaded transactions since August last year.

 

I'd suggest using the WebConnect process to help fix this issue. You'll have to download transactions from your bank and manually import them into the software. There are three supported file formats for this. These are Comma-Separated Values (CSV), QuickBooks Online (QBO), and Quicken (QFX). The maximum file size is 350 KB. You can download them in smaller batches since this covers from August 2019 to the present. Once reviewed, proceed with the steps below. 

 

To download transactions from your financial institution: 

  1. Log into your bank’s website.
  2. Follow the steps to download your transactions using an acceptable file format. 
  3. Set the date range.
  4. Follow any on-screen instructions to finish the download.
  5. Reformat the file if necessary. 
  6. Save the file to your computer. 

 

To upload the file to QBO:

  1. Go to Banking from the left menu. 
  2. Select the Banking tab. 
  3. Choose the blue tile for the credit card account. 
  4. Click File upload from the Update drop-down. 
  5. Hit Browse and select the file you downloaded from your bank, then click Next
  6. From the QuickBooks account drop-down menu, choose the business credit card account. 
  7. Click Next
  8. Follow the onscreen instructions.
  9. Match the columns on the file with the banking fields in QBO, then hit Next.
  10. Choose Let's go

 

For the detailed instructions, see the second to fifth steps through this article: Manually Upload Transactions into QuickBooks Online

 

Once imported, you can edit and categorize your transactions. Just go to the For Review tab to complete this task. It helps you ensure your financial records are accurate. For more details, check out this article: Categorizing Transactions

 

In case you haven't closed your 2019 books, I recommend reconciling your account in QBO to match your credit card statement monthly. After that, I suggest partnering with your accountant to help you run year-end reports. Also, they can reclassify transactions, distribute profits from the business, and help you prepare your year-end tax return. These are the tasks you'll have to perform before you close your 2019 books. To learn more about this process, see Task 4 - 10 through this article: Year-end Guide and Checklist.

 

Please let me know if you need anything else. I'll gladly help, @kjones10021

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