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raulrt1983-gmail
Level 1

Other tricks to get the credit card upload to work? It previously worked, but has stopped.

I tried relinking and made sure my credit card site was working.
2 Comments 2
Deity Alpha
Level 7

Other tricks to get the credit card upload to work? It previously worked, but has stopped.

Try opening your QBO account on any private/incognito browser.

RhoiceW
QuickBooks Team

Other tricks to get the credit card upload to work? It previously worked, but has stopped.

Hi there, Raul. Let me provide another way to successfully upload your credit card transaction in QuickBooks Online (QBO).

 

You can login to your QBO account using any private/incognito browser.

 

The following are the shortcut keys below:

 

  • Google Chrome: Ctrl + Shift + N
  • Mozilla Firefox: Ctrl + Shift + P
  • Microsoft Edge: Ctrl + Shift + P
  • Safari: Command + Shift + N

 

If the issue persists, I recommend contacting our support team. They can securely access your account and perform further investigation to identify the cause of the problem.

 

In the meantime, you can manually upload to bring your recent credit card transactions.

 

Here's how: 

 

  1. In your QBO account, go to Transactions. Then, click Bank transactions.
  2. Select the blue tile for the account you want to upload the transactions into.
  3. Click the Link account dropdown, then select Upload from file.
  4. Select Drag and drop or select files and locate the file you downloaded from your bank. Then, tap Continue.
  5. Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks. Then hit Continue.
  6. Select the transactions you like to import. Then click Continue.
  7. Hit Yes, then hit Done.

 

I've included a screenshot for your visual reference.

 

In addition, you can categorize your uploaded transactions in QBO once you successfully connect your card.
 

Don't hesitate to reply if you're still not able to connect your card in QBO. I'm here to help.

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