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Join nowI can help you connect your credit card account, rshanon1.
Once our account is connected via Online Banking, we automatically download and categorize your credit card transactions based from what the bank provides.
We can connect your bank in two ways, it can be through the Chart of Accounts or from the Banking page.
I'll show you how to connect via the banking page:
Once the transactions are already available in your bank feeds, we can categorize them.
Let me know if you need anything else. Thanks!
I am on the banking page.... I had setup a checking account link..... but do not see an Add Button to add a credit card link.
Hello RickA1!
Thanks for joining the thread. I'm happy to walk you through connecting a credit card account.
The Add account button was available in the old interfaces, like what Catherine said. For the new one, you'll want to click on Link account beside Update and follow the on-screen instructions to connect a credit card account.
On the other hand, if you'll be connecting multiple credit card accounts in a parent-sub account setup, you'll only need to either connect the parent or the sub-accounts only. Please check this article for more details: About bank or credit card subaccount setup.
Let me know if you have more concerns with connecting your account. Have a good day and take care!
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