How to (manually?) add a credit card account to the banking feed

Hello there, @creece26. I'm here to help you connect the credit card account in QuickBooks Online (QBO) bank feeds.

To start, the bank connected to the bank feeds will show on the Banking page of your QBO company. While those accounts you disconnect won't be able to show there. 

To connect a credit card account to bank feeds, please refer to these steps:

1. Navigate to the Bookkeeping menu and select Transactions. Then, click Bank Transactions.
2. Select Connect account, if this is the first bank account you’ve set up. Or select Link account if you already created one.
3. Next, in the search field, enter the name of the credit card.
4. Then, click Continue. Sign into your bank with your user ID and password.
5. Follow the on-screen steps. This might include security checks your bank requires. It could take a few minutes to connect.

For reference, check out this article: Connect bank and credit card accounts to QuickBooks Online.

On the other hand, if this is a sub-account and the transactions are downloaded to one account, you have to connect only the parent account. If the transactions download to the individual accounts, connect the subaccounts and not the parent account. You can read this link for more details: About bank or credit card subaccount setup.

Then, to manually add a credit card account in the Chart of Accounts of your file refer to these steps:

1. Navigate to the Settings menu.
2. Next, select Chart of Accounts.
3. Then, click New. 
4. Choose the correct Account Type, Detail Type, and Name.

It's also recommended to perform the reconciliation process regularly to ensure the balance of your accounts in QBO matches your real-life bank statement. 

I'm just around the corner to help if you have other concerns managing your credit card accounts in QuickBooks. Have a good one, and stay safe.

Thank you for your quick reply. I do have some points and some questions.

1. My QBO does not have a Bookkeeping menu.
2. As stated in my question, I've been told that the credit card does not connect to QBO.
3. Since the other credit cards are already in the Banking menu, I do have the Link Account option, which is #2 in your steps to connect accounts. When I enter in the credit card information, it says that the credit card is not in its list of supported banks. All of this is to say that once again, I'm not able to figure out how to connect the credit card to QBO.

So my question is how to manually enter this into the banking field since QBO will apparently not do it. Perhaps there is another way. It is obviously possible, since it’s already been done with the other credit cards on the account.

Thanks.

Chris

Hey there, @creece26. 

I appreciate you coming back on this thread. Allow me to share some details. 

I can see how beneficial this could be for you and your business. However, the best way to get the results you want are as follows: 

1. Connect the account through the bank feed using the steps my colleague provided above. Note: Instead of clicking "Bookkeeping," choose the Banking tab on the left-hand menu bar before doing the instructions.
2. Disconnect the account so it won't be associated with online banking but will be shown in the bank feed menu. 

As a future reference, check out this guide: Set up and manage your bank connection with QBO. 

I hope this helps. I'm only a post away if you need me again. Take care! 

Thank you again for the response.

Unfortunately, when I follow the steps to connect the credit card accounts, I receive a message "Hmm, we can’t find <Credit card company name> in our list of supported banks.". I'm not certain how to proceed at this point, which is what prompted my initial post. Is there a way to proceed with adding this credit card to the bank feed by another method?

Thanks for your help with this.

I appreciate your effort in following the steps provided by my colleagues. I'll chime in and share information that could help you with connecting your credit card account to QuickBooks Online.

There are a few reasons why a bank does not appear when you add it to QuickBooks Online. These include:

• Our list includes several names from the bank. Make sure to try every possible link. You can also search for the bank using the sign-in URL to ensure you use the correct listing.
• Not all types of accounts are supported (for example, personal vs. business accounts).
• Your bank is not a participating financial institution.

We can, however, request assistance from the bank if it is not a participating financial institution. These steps will show you how to do it:

1. Go back to the Banking menu, then click Add Account.
2. Search for the name of your bank again. Then, you will be prompted Hmm, we cannot find [name of the bank you entered] in our list of supported banks, and pop-ups with helpful tips to try and locate your bank account.
3. Click Request support for your bank.
4. Enter your bank's web address (URL) in the field provided, then select Request.

Meanwhile, you can use a CSV file to import your banking transactions. For more information, see this article: Manually upload transactions into QuickBooks Online.

You may visit these links to guide you on how to categorize your transactions and reconcile your account flawlessly:

• Categorize and match online bank transactions in QuickBooks Online.
• Reconcile account in QuickBooks Online.

If you have any additional QuickBooks-related questions, please post them in the Community. We are always available and willing to assist you with your inquiries. Have a wonderful day ahead of you.

@creece26 

You can use MT Online or one of the converter tools (e.g csv2qbo) as a workaround.

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