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dogwood1
Level 1

Need help adding a credit card and importing transactions for the credit card into quickbooks desktop pro

I have started using a credit card that is from the same bank as my primary bank. I have created an account for my credit card, I have it set as "credit card" not "bank". I tried to set up bank feeds, but it will not find my bank. However, I can go through file/utilities/import/web connect files to bring in the credit card transactions , but not able to assign these transactions to the credit card account? I have tried making the credit card account a "bank", but still cant' assign the transactions to it? When I bring the transactions in, I click on "use an existing quickbooks account" but the only options are "advance customer payments", "business loan", or "payroll liabilities"? Why do I not see the credit card accou

11 Comments
Charies_M
Moderator

Need help adding a credit card and importing transactions for the credit card into quickbooks desktop pro

Thanks for sharing such detailed information, dogwood1.

 

Since the challenge with adding your credit card and assigning transactions continues after choosing the use an existing Quickbooks account, I recommend contacting our QuickBooks Care Support. They have the tools like screen sharing to help conduct further investigation.

 

Here are the steps to contact support:

 

  1. Click Help at the top menu and select QuickBooks Desktop Help.
  2. In the Have a Question? window, enter a topic.
  3. Click Contact us.
  4. Hit the Get a callback button.
    QBDTPhone.PNG

You can also read through this article for the whole process in using Bank Feeds in QuickBooks Desktop: Get started with Bank Feeds for QuickBooks Desktop.

 

Be sure to get back to me if you have additional questions. I'm just a comment away. Wish you all the best.

dogwood1
Level 1

Need help adding a credit card and importing transactions for the credit card into quickbooks desktop pro

Thanks for the reply. I have been on a 'chat' w/ support for the last 2 hours. They don't seem to have any more information than I easily found on google searches. They wanted to create test companies and run various diagnostics. My QB is up to date and works fine. This can't be that hard to sort out?

dogwood1
Level 1

Need help adding a credit card and importing transactions for the credit card into quickbooks desktop pro

So, I have figured out that the only items available to select, when importing the transactions, via file/utilities/import/web connect files, under "use an existing QB account" are items that are listed as "other current liability". Thus, if the account is listed as a "bank" or "credit card" it does not show up as an option. I believe this is at the core of the issue that I'm having? Not sure if I can leave my credit card account as an "other current liability"? If so, would at least offer a work around?

Thanks,

Michael K
Moderator

Need help adding a credit card and importing transactions for the credit card into quickbooks desktop pro

Thanks for updating us, @dogwood1.

 

When importing a Web Connect File, only asset and credit card liability accounts will be provided. if those aren't showing, I recommend checking your file for data damage. If your file is damaged, it may cause issues like this. Checking for errors or damage is super easy and only takes a moment. Check it out:

 

  1. Close QuickBooks.
  2. Download the QuickBooks Tool Hub file. Save the file somewhere you can easily find it (like your Downloads folder or your Windows desktop).
  3. Open the file you downloaded (QuickBooksToolHub.exe).
  4. Follow the on-screen steps to install and agree to the terms and conditions.
  5. When the install finishes, double-click the icon on your Windows desktop to open the tool hub. Note: If you can't find the icon, do a search in Windows for QuickBooks Tool Hub and select the program.
  6. From the tool hub, navigate to the Company File Issues tab.
  7. Click Run QuickBooks File Doctor. It can take up to one minute for the file doctor to open.
  8. In QuickBooks File Doctor, choose your company file from the drop-down menu. If you don’t see your file, click Browse and search to find your file.
  9. Select Check your file (middle option only) and then Continue.
  10. Enter your QuickBooks admin password and then select Next.
  11. If the scan finds any damage, be sure to hit Repair the file in your existing version.

 

That's it! Keep me updated by using the reply button below. I'll be here to make sure we get you back to business. Have a good one.

dogwood1
Level 1

Need help adding a credit card and importing transactions for the credit card into quickbooks desktop pro

Thanks for the reply Michael K. Support checked for errors, re-built the file and a whole host of things, no problems with the file or the data. 

JasroV
QuickBooks Team

Need help adding a credit card and importing transactions for the credit card into quickbooks desktop pro

Thanks for going through the steps above, @dogwood1.

 

Let's create a sample company file and import your transactions from there. This way, we can check and see if this issue is within your company file or not. Let me guide you how.

 

In your QuickBooks Desktop (QBDT):

  1. Go to the File menu.
  2. Select New Company
  3. Choose Express Start
  4. Follow the onscreen steps to finish the setup. 

I got you this article that you can read for more details: Create a QuickBooks Desktop Company File.


If you're able to import your transactions in your sample company file, then we'll have to run the Verify and Rebuild Data tools. This will resolve minor data issues within your company file. 

 

However, if the issue persists while using a sample company file, I suggest running a clean install. A clean install fixes issues in opening your company file and other situations. 

 

I'm also adding this resource for reference in reconciling your accounts in QBDT: Reconcile an account in QuickBooks Desktop.

 

Our door is always open in case you have other concerns or questions. Have a great day!

dogwood1
Level 1

Need help adding a credit card and importing transactions for the credit card into quickbooks desktop pro

Thanks Jason,

 

We tried creating a test company file, same thing, did not work. We tried a 'repair' of the program, which I think basically re-installs QB? Didn't make a difference. It seems to me it has something to do w/ the "account type"? I seriously doubt a 'clean install' will make a difference, just as all this other extraneous stuff didn't make a difference. I installed this version of QB new, only 7 months ago and has worked perfectly except for this. Why would it suddenly just have some weird glitch? 

IamjuViel
QuickBooks Team

Need help adding a credit card and importing transactions for the credit card into quickbooks desktop pro

Hello, @dogwood1.

 

Let me route you to the best available support so an investigation will be conducted to determine the root cause of this recurring issue.

 

Since the Community page is a public forum, I'd recommend contacting our Technical Support Team. They have the tools to perform a secured remote access session to further investigate this on-going concern.

 

Here's how:

  1. Click the Help menu.
  2. Select QuickBooks Desktop Help.
  3. Click the QuickBooks Support link.
  4. Choose the QuickBooks Desktop box.
  5. Go to the Search for Something Else option.
  6. Enter the keyword about your concern and click the Search button.
  7. Click the Get Phone Number button.

Moreover, you can visit our QuickBooks Community help website for tips and related articles in the future.

 

Lastly, you can read through this article to learn more about the available support hours: Support hours and types (QuickBooks Desktop).

 

You can also leave a post here if you have other questions. The Community and I are always here to help.

dogwood1
Level 1

Need help adding a credit card and importing transactions for the credit card into quickbooks desktop pro

Thanks,

 

I did contact customer support and paid them for help. They said they couldn't figure it out and would call me back after further research. However, has been two days and no call back! Frustrating!

dogwood1
Level 1

Need help adding a credit card and importing transactions for the credit card into quickbooks desktop pro

Thanks for the reply.

 

I did contact tech. support and paid them to help me. However, they could not figure out what was wrong and said they would call me back after further research. It has been two days and no call back! Frustrating!

MadelynC
QuickBooks Team

Need help adding a credit card and importing transactions for the credit card into quickbooks desktop pro

We want to resolve your concern, @dogwood1.

 

I encourage you to contact them again to follow up on the status of your concern.

 

Using your QuickBooks Desktop account, simply press F1 to route you to Contact us section and choose to Get a callback.

 

To make sure you received the assistance you need, you can refer to this article as your reference for our availability: Support hours and types.

 

Also, you can always visit this article for your future reference about managing your QBDT account: Help articles.

 

For any concerns you might have, please know that you’re always welcome to reach us anytime.

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