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

How to link credit card to the account

 
1 Comment
Highlighted
QuickBooks Team

How to link credit card to the account

I can help you connect your credit card account, rshanon1. 

 

Once our account is connected via Online Banking, we automatically download and categorize your credit card transactions based from what the bank provides. 

 

We can connect your bank in two ways, it can be through the Chart of Accounts or from the Banking page.

 

I'll show you how to connect via the banking page:

  1. Go to the Banking menu. 
  2. At the upper-right, click Add account if you have the old interface and Link account for the new one. 
  3. Enter your bank name or the bank's URL. 
  4. Click Continue and enter your bank details. 
  5. Follow the onscreen instructions.
  6. In the Which accounts do you want to connect? page, select the existing credit card account from the drop-down arrow. 
  7. Select Connect

Once the transactions are already available in your bank feeds, we can categorize them. 

 

Let me know if you need anything else. Thanks!

Need to get in touch?

Contact us