cancel
Showing results for 
Search instead for 
Did you mean: 
palmbay
Level 1

How do I import credit card transactions that did not automatically import? The credit card number changed, which I changed manually, but the transactions won't import.

 
1 Comment 1
RenjolynC
QuickBooks Team

How do I import credit card transactions that did not automatically import? The credit card number changed, which I changed manually, but the transactions won't import.

Hi Palmbay,

 

We have the WebConnect feature that you can use to upload the transactions that were not included. Before doing so, you must download the transactions from your bank's website in a file that QuickBooks Online supports. Then, follow these steps to upload that file:

  1. On the left panel, click Banking.
  2. Click the drop-down arrow next to Update.
  3. Choose File Upload.
  4. Select the file, and click Browse.
  5. Click Next.
  6. Select the QuickBooks account, and click Next.
  7. Map the columns, and click Next.
  8. Select the transactions to import. and click Next.
  9. Click Let's go!.

Here's also an article for more information: WebConnect.

 

I'll be around if you need more help with QuickBooks. Have a great day!

Sign in for expert help
Ask questions, post replies & join our community of QuickBooks users.

Need to get in touch?

Contact us