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rellerorlando
Level 2

I accidentally deleted a downloaded credit card transaction and wondering how to enter it manually or what I can do to fix this.

 
Solved
Best answer June 12, 2020

Best Answers
Jovychris_A
QuickBooks Team

I accidentally deleted a downloaded credit card transaction and wondering how to enter it manually or what I can do to fix this.

Thanks for your prompt response, @rellerorlando.

 

Let's enter the credit card transactions by manually importing it from your CC company. Here are the steps:

 

1. Log in to your bank website and select the date range of transactions you want.

2. Select an approved file type to convert transaction data to.

3. Save the transaction file to your computer.

4. Log into QuickBooks Online.

5. Go the Banking tab and choose Upload.

6. Under Browse select your transaction file.

 

This way, you'll get the transactions under the For Review tab and able to match, add, and categorize them in QuickBooks Online.

 

I'll wait for your response here if you have more questions. I'll be around to help. Have a good one!

View solution in original post

6 Comments
Rustler
Level 15

I accidentally deleted a downloaded credit card transaction and wondering how to enter it manually or what I can do to fix this.

Under the plus menu, use enter CC charges and manually enter the charge

rellerorlando
Level 2

I accidentally deleted a downloaded credit card transaction and wondering how to enter it manually or what I can do to fix this.

I don't have "enter a credit card transaction".  This was a downloaded transaction from the cc company.

Jovychris_A
QuickBooks Team

I accidentally deleted a downloaded credit card transaction and wondering how to enter it manually or what I can do to fix this.

Thanks for your prompt response, @rellerorlando.

 

Let's enter the credit card transactions by manually importing it from your CC company. Here are the steps:

 

1. Log in to your bank website and select the date range of transactions you want.

2. Select an approved file type to convert transaction data to.

3. Save the transaction file to your computer.

4. Log into QuickBooks Online.

5. Go the Banking tab and choose Upload.

6. Under Browse select your transaction file.

 

This way, you'll get the transactions under the For Review tab and able to match, add, and categorize them in QuickBooks Online.

 

I'll wait for your response here if you have more questions. I'll be around to help. Have a good one!

View solution in original post

rellerorlando
Level 2

I accidentally deleted a downloaded credit card transaction and wondering how to enter it manually or what I can do to fix this.

Thank you! I have gone through these steps and I think it's going to work. I have another issue with my citi bank connection that has been going on for months. It doesn't update all the time. Once that is resolved or in a day or 2 when it decides to update, I will come back and let you know. 

Thanks again! 

 

rellerorlando
Level 2

I accidentally deleted a downloaded credit card transaction and wondering how to enter it manually or what I can do to fix this.

Thank you so much for your solution. It worked and I'm a happy camper! I can go on vacation with my QB balanced! 

ZackE
QuickBooks Team

I accidentally deleted a downloaded credit card transaction and wondering how to enter it manually or what I can do to fix this.

Hi there, rellerorlando.
 

Thanks for updating us on this. I'm happy to hear the Community was able to help you get that credit card transaction entered.
 

In regard to your Citybank feed connection experiencing issues with updating, you can log in to your bank's online portal and navigate to the transactions page. From there you'll want to confirm there aren't any pending notifications or prompts to action, if there are some make sure to address them. Once you've finished checking, you can sign out of your financial institution's website and clear the cache & cookies from your browser. After completing these steps, your account should display new updates upon hitting the Update button. Definitely keep us updated on this too, if you wouldn't mind.

Here's a helpful resource that provides troubleshooting steps for financial institution connections: Troubleshoot issues with Bank Feeds
 

If you ever have any questions, you can feel welcome to reach out to the Community anytime! Enjoy the rest of your day and have a great vacation!

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