Credit Card transaction

Hi @Kiwi2021,

Thank you for dropping by here in the Community.

I recommend connecting your bank first in the Bank Feeds section. When you link an account, some banks let you download the last 90 days of transactions, and others go back as far as 24 months.

Downloaded data from your bank isn't added to the QuickBooks register automatically. We store your transactions in the Review tab from the Banking section for your approval.

From there, you can choose which data you want to include (see screenshot below).

In case you need the steps on how to add transaction from the For review tab, here's how:

1. On the left navigation bar, go to Banking.
2. Select the account.
3. Go to the For review tab.
4. Find a downloaded transaction with the Add option in the Action column.
5. Select the transaction to expand the view.
6. Review the recommended Category.
7. Change the vendor or customer as needed.
8. When everything looks good, select ​Add​.

Once done, you proceed with importing bank data from your Excel file. For the detailed steps, check out this link: Manually upload transactions into QuickBooks Online.

I've also attached an article you can use to resolve bank errors, as well as how to update your banking info in QuickBooks: What to do if you get a bank error or can't download transactions in QuickBooks Online.

Fill me in if you have more questions about connecting a bank account or importing data to QBO. I'm always here to help. Take care always.

@Kiwi2021 

Another option, utilize the trial version of SlickConnect. It is designed to import into any bank or credit card in QuickBooks Online, so there is no specific setting needed. 

https://www.moneythumb.com/?ref=110