Yes, you can link QuickBooks with other credit cards besides Bank of America, @locnguyen123.
If you wish to connect your Cktl Costco card with Quickbooks, you can use our bank feeds feature. This is the most helpful and time-saving feature, where QuickBooks automatically downloads and categorizes bank and credit card transactions for you.
Here's how:
- Go to the Banking menu and choose the Banking tab.
- Click Connect Account on the page if this is your first time connecting. Otherwise, select Add account or Link account if you've already created one.
- Look for your bank and click Continue.
- Input the username and password you use for your bank's website in the window.
- Follow the onscreen steps to connect.
- Choose the bank or credit card accounts you want to connect.
- For each account, you connect, choose the matching account type from the dropdowns.
- Select how far back you want to download transactions.
- Click Connect.
For detailed information about the process, please see this article: Connect bank and credit card accounts to QuickBooks Online.
If you can't find your financial institution while setting up, here are the possible reasons why this happened:
- Your bank may have multiple names on our list. Search by the banking sign-in URL to ensure you are using the exact listing.
- The bank does not connect to all types of accounts (for example, personal accounts vs. business accounts).
- Your bank is not a participating financial institution.
To resolve this, follow the steps given in this article to help you add your account in QuickBooks: Find your bank or credit card when you connect to online banking.
Once QuickBooks downloads your transactions, you'll need to approve the way it categorized them. Please open this link for the steps how on how to review and categorizing downloaded transactions.
Keep in touch if you have other questions connecting your financial institution with QuickBooks. I'll be more than happy to assist you again. Have a wonderful day!
