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inflow-health
Level 1

I was not able to download the credit card transactions to the QB

 
1 Comment 1
SophiaAnnL
Moderator

I was not able to download the credit card transactions to the QB

Good thing QBO has other ways to download your online banking transactions, inflow-health.

 

If those transactions are beyond 90 days, you can use Web Connect files. Simply get the data from your bank, export it to an Excel spreadsheet, and import it into QBO.

 

Here are the supported file types:

  • Comma-Separated Values (CSV)
  • Quicken (QFX)
  • QuickBooks Online (QBO)
  • Microsoft Money (OFX)

You can refer to these articles for more details:

If you need a hand with this, just let me know. I'll be here to help you out.

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