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Anonymous
Not applicable

Credit Card Imports

We purchased and began using QuickBook's Online in January, of 2018.   The Accountant and I just finished setting-up the Chart of Accounts and now I am going back, reviewing, and allocating all the bank and credit transactions.

 

Our bank and credit cards have been linked since the first of the year.  However, I noticed that the last time our credit card information was imported was over 100 days ago (the end of July).  There are no messages to update the sign-in information.  

 

Why did these stop importing and how do I reactivate the import so all year-to-date transactions appear in QuickBooks?

 

Thank you!

 

 

 

 

Solved
Best answer 10-26-2018

Accepted Solutions
QuickBooks Team

Re: Credit Card Imports

We appreciate you choosing QuickBooks Online in managing your business, @kdhpmc2.

 

I can help you import your credit card transactions in QuickBooks Online.

 

After syncing your bank, only those transactions less than 90 days will get into QuickBooks. In order for all the year-to-date transactions to appear in QuickBooks, you will need to use the Webconnect Tool:

 

  1. Download transactions from your bank's website.
  2. Login to your QBO account, select Banking from the left menu.
  3. Select the drop-down arrow next to Update at the top right, click File upload.
  4. Select Browse to find and select the file to upload, and then select Open.
  5. Select Next.
  6. Continue the prompts.

WebCon1.png WebCon2.png

For more details, you can refer to this article: Connect bank accounts and manage imported transactions.

 

There you have it. Don't hesitate to leave a comment if you have follow up questions about banking. Have a wonderful day ahead!

View solution in original post

3 Comments
QuickBooks Team

Re: Credit Card Imports

We appreciate you choosing QuickBooks Online in managing your business, @kdhpmc2.

 

I can help you import your credit card transactions in QuickBooks Online.

 

After syncing your bank, only those transactions less than 90 days will get into QuickBooks. In order for all the year-to-date transactions to appear in QuickBooks, you will need to use the Webconnect Tool:

 

  1. Download transactions from your bank's website.
  2. Login to your QBO account, select Banking from the left menu.
  3. Select the drop-down arrow next to Update at the top right, click File upload.
  4. Select Browse to find and select the file to upload, and then select Open.
  5. Select Next.
  6. Continue the prompts.

WebCon1.png WebCon2.png

For more details, you can refer to this article: Connect bank accounts and manage imported transactions.

 

There you have it. Don't hesitate to leave a comment if you have follow up questions about banking. Have a wonderful day ahead!

View solution in original post

Anonymous
Not applicable

Re: Credit Card Imports

I synced the bank accounts and the credits cards 12/31/17.  The credit card transactions stopped importing into QuickBooks 7/28/18.  Do I follow your instructions to import the transactions from 7/29/18 to current or is there another way to fix this?  (The bank account syncs to QuickBooks daily).  Thank you!

Content Leader

Re: Credit Card Imports

Greetings, @Anonymous.

 

You are correct, the WebConnect process explained above is the ideal method for obtaining those transactions. When you set up a bank account sync for DirectConnect, where transactions are automatically downloaded to QuickBooks Online daily, banks are only capable of sending over a limited amount of prior transactions. Because of this limitation, the steps for obtaining the file and importing it under File Upload are the best way to get those missing items.

 

Please be sure to let me know if you have any additional questions or concerns, I want to make sure you're taken care of. Thanks for coming to the Community, wishing you the best!

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