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Importing Credit Card Transactions

I would like to connect to my credit card provider to download my transactions into my checking account register. I know how to add a banking account but I want to know how I can download the credit card transactions into the same register as my checking account register.

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Best answer 02-18-2019

Accepted Solutions
QuickBooks Team

Re: Importing Credit Card Transactions

Thank you for posting here in the Community, @jbnewengland.

 

I can help you download the credit card transaction into QuickBooks Desktop,

  1. Click Banking.
  2. Choose Bank Feeds
  3. Select Banking Center.
  4. From the Bank Accounts list, choose the account you need to connect.
  5. Click Download Transactions to receive transactions.
  6. Select Synchronize.
  7. Choose Sync all for this Bank to connect all accounts for the same bank.
  8. Type your PIN or password.
  9. Select OK.

 

You can also manually import your transaction using the Web Connect feature. For detailed instruction, please check this article: Download Bank Feed transactions.

 

Let me know if you're able to successfully connect your credit card. I'm still here to help you more if you have follow-up questions.

BRC
Established Community Backer ***

Re: Importing Credit Card Transactions

@jbnewengland

RE: I want to know how I can download the credit card transactions into the same register as my checking account register.

RE: I'm assuming all of my credit card charges will now be imported into the register just like my banking transactions when I sync to the bank. 

 

No, they will be imported into your Credit Card account register.  Credit card transactions don't have anything to do with your bank account.

 

RE: How does Quickbooks handle to payment made out of my bank account to the credit card company?

 

The payment will come down as any other transaction.  Generally they're not handled well automatically.  Instead, record the payment as a Check in your bank account, using your CC account, before downloading that detail for the credit card.  Then you can match the payment to the downloaded transaction.

5 Comments
QuickBooks Team

Re: Importing Credit Card Transactions

Thank you for posting here in the Community, @jbnewengland.

 

I can help you download the credit card transaction into QuickBooks Desktop,

  1. Click Banking.
  2. Choose Bank Feeds
  3. Select Banking Center.
  4. From the Bank Accounts list, choose the account you need to connect.
  5. Click Download Transactions to receive transactions.
  6. Select Synchronize.
  7. Choose Sync all for this Bank to connect all accounts for the same bank.
  8. Type your PIN or password.
  9. Select OK.

 

You can also manually import your transaction using the Web Connect feature. For detailed instruction, please check this article: Download Bank Feed transactions.

 

Let me know if you're able to successfully connect your credit card. I'm still here to help you more if you have follow-up questions.

Not applicable

Re: Importing Credit Card Transactions

Got it! All set up now. One question... I'm assuming all of my credit card charges will now be imported into the register just like my banking transactions when I sync to the bank. How does Quickbooks handle to payment made out of my bank account to the credit card company? I'm assuming all of the individual charges will get added to the register and then there will be the actual payment from my checking account. Just need to understand how all of this reconciles.

BRC
Established Community Backer ***

Re: Importing Credit Card Transactions

@jbnewengland

RE: I want to know how I can download the credit card transactions into the same register as my checking account register.

RE: I'm assuming all of my credit card charges will now be imported into the register just like my banking transactions when I sync to the bank. 

 

No, they will be imported into your Credit Card account register.  Credit card transactions don't have anything to do with your bank account.

 

RE: How does Quickbooks handle to payment made out of my bank account to the credit card company?

 

The payment will come down as any other transaction.  Generally they're not handled well automatically.  Instead, record the payment as a Check in your bank account, using your CC account, before downloading that detail for the credit card.  Then you can match the payment to the downloaded transaction.

Not applicable

Re: Importing Credit Card Transactions

I already have QB connected to my bank and credit card accounts to automatically import, but I just found a whole month missing on one of the CC accounts and a few weeks here and there missing from the bank account. If I manually import transactions, will QB catch any duplicates for me or do I have to check these myself?

QuickBooks Team

Re: Importing Credit Card Transactions

Hello there, @Pablogm13.

 

Thanks for joining this thread about importing transactions in QuickBooks Desktop. I'm here share some more insights.

 

When uploading your transactions, you still have the option to review all the transactions. You'll have to check it by yourself and remove the duplicates if necessary.

 

Depending on the mode you're using, please refer to this article for the steps in removing duplicate transaction.

 

That should keep you going today, Pablogm13. Let me know if there's anything else you need. I'll be around for you. Wishing you all the best!

 

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