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Join nowGood morning, mike182, and welcome to the Community.
I'd be glad to provide some info so you're able to link the credit card to your QuickBooks Online account.
This can be done in just a few steps. Here's how:
1. Click the Banking tab in the left navigation panel.
2. Select the Connect Account button.
3. Search for your credit card company.
4. Choose Continue and enter the credentials you use to sign into the credit card account.
5. Select the accounts you'd like to connect.
6. Choose an Account Type for each account you linked.
7. Enter the Date Range of previous transactions you'd like to import.
8. Click Connect.
Once these steps are completed, each transaction made with the credit card will be synced with QuickBooks. I recommend checking out the following link for more info on connecting bank and credit card accounts to QuickBooks Online.
I've got a couple more articles for you that offer even more pointers on using the bank or credit card connection feature:
Please know I'm just a comment or post away if you have any other questions. I'll be here to help.
Hello, I have similar problems: On my business QBO, I have one main card with other users. The transactions on the employee cards do not download so I have to enter them manually. (Huge pain.) I also use a separate QBO account for my personal stuff. Same problem. All my transactions come through automatically, but my husbands cards on the same account, has to be entered manually. Do I have to create accounts for each extra card and log in with them to make them work? Thanks,
Hi there, hhhnh.
I'm here to share some information about how online banking works in QuickBooks Online.
Before connecting your bank account, it's recommended to determine first how your financial institution sends the downloaded transactions. If the transactions are downloaded to one account, you'll only have to connect only the main or parent account. If the transactions download to the individual accounts, you'll need to connect the subaccounts and not the parent account.
Please take note you can’t connect the parent account and its subaccounts. If you try to connect both, you’ll get a message that the account is already connected. Since the transactions on the employee cards aren't downloaded, you'll have disconnect the parent account and then connect its subaccount. Here's how:
Once you're ready to perform bank reconciliation, you'll only need to reconcile the parent account since all the transactions in the subaccounts are rolled up into it.
Alternatively, you'll want to consider uploading the bank transactions via CSV or QBO file to ease the pain of manually entering them.
I've also included some articles that help you manage your downloaded bank transactions QuickBooks Online:
I'm just a few clicks away if you any other concerns or bank-related questions. Have a great rest of the weekend.
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