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natashaadkins30-
Level 1

How do I add my business credit card into quickbooks?

 
1 Comment 1
ShiellaGraceA
QuickBooks Team

How do I add my business credit card into quickbooks?

Hi @natashaadkins30-,

 

You can connect your credit card account by following these easy steps.

 

  1. Go to Banking, then select Link account or Add account.
  2. Search your bank from the field. Then, Continue.
  3. Enter your user name and password you use for your bank's website.
  4. Choose the accounts you want to connect (savings, current, or credit card) to QuickBooks. For each account, select the account type from the drop-down. These are accounts currently on your chart of accounts.
  5. Select the date range for the download. Some banks download the last 90 days of transactions; others go back as far as 24 months.
  6. Click Connect.

Once done, QuickBooks will automatically download transactions so you don't have to enter them manually. You'll want to review and approve the QuickBooks categorizes them. Please check this article to review and categorizing downloaded transactions.

 

You can see the details about connecting account at this link here: Connect bank and credit card accounts to QuickBooks Online.

 

We also have a guide on reconciling an account that I'm sure you'll find helpful. It has step-by-step instructions that'll walk you through in matching your bank and credit card transactions.

 

Please know that we're always here if you have other questions or concerns, so don't hesitate to swing by anytime. Thanks for reaching out today and I wish you have a wonderful day ahead.

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