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oviya04@gmail.co
Level 1

Link my credit card account to my quick books bank transactions

 
1 Comment 1
Kevin_C
QuickBooks Team

Link my credit card account to my quick books bank transactions

It's great to see you here, Oviya04. Thanks for sharing your concern about linking your credit card account to QuickBooks Online (QBO). I'm here to ensure you can do it flawlessly.

 

If you mean you want to link your credit card account to your QBO account, you can follow the steps below to proceed:

 

  1. Go to the Transactions menu, then select Bank transactions.
  2. Click Link Account. Enter the URL or name of your credit card in the Search field, then select it.
  3. Enter your Sign info in the Login and Password fields, then select Continue.
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  4. Select the account that you want to connect to and the date to pull transactions from the dropdown ▼. Then, select Next.
  5. Select your account type on the Account type ▼ dropdown, then select Next.
  6. Choose the account type that matches your chart of accounts in QuickBooks. If you don’t see the correct account type, select +Add new.
  7. In the Account Type ▼ dropdown, select Credit Card. Give the account a name and click Save and Close.
  8. Map the credit card account in the Existing accounts ▼ dropdown, then tap Next.
  9. Hit Connect and then Done.

 

For more details about the process, please refer to this article: Connect bank and credit card accounts to QuickBooks Online.

 

If you encounter some difficulties in locating your credit card account, here's an article that lays out the steps to find them: Find your bank or credit card account when you connect to online banking.

 

However, if this isn't the case, please provide us with additional information about what you're trying to achieve within the QBO program. Screenshots are very much appreciated.

 

Once your credit card account is connected to QBO, you can visit these resources that will help you speed up the review process of your online bank transactions:

 

 

If you have any other questions related to linking credit card accounts to QBO, feel free to leave a comment below. I'll be happy to help you further. Take care and have a great day!

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