cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Created with Sketch. The QuickBooks Community will be unavailable for approximately 1 hour beginning at 10:00 PM PDT on Wednesday, August 14th for database maintenance. All community forums will be unavailable during maintenance but feel free to browse our Support articles for help in the interim.
Salessio0564
Level 2

Importing credit card transactions

What is the best way to import credit card transactions manually? I don’t have much activity in the credit cards, which is why I don’t have them linked to the bank feed. 

2 Comments 2
JuryL
QuickBooks Team

Importing credit card transactions

I'd gladly assist you in manually importing your credit card transactions, @Salessio0564.

 

To start, let's create a credit card account to easily track and import your transactions whenever needed.

 

Here's how:
 

  1. Go to the Gear icon and select Charts of Accounts.
  2. Click New and enter the Account Name.
  3. Choose the Account type, then tick the ▼ dropdown arrow under the Detail type.
  4. If it is a sub-account, check the Make this a subaccount box and pick a Parent Account.
  5. Add a description to add more information. (This is Optional.)
  6. Then, hit Save.

 

Once done, we can now proceed with importing the transactions manually.

 

Here's how:
 

  1. Click the Gear icon.
  2. Under Tools, select Import Data.
  3. In the select record type, choose the file you want to upload (Export your bank statement in a .CSV, .QFX, .QBO, .OFX, or .TXT format.).
  4. Hit Import.
  5. From there, drag or select the file of the transactions you wish to upload.
  6. Tick Continue
  7. In the select account bar, select the account we created.
  8. Supply the necessary information needed on the mapping page.
  9. Lastly, select all the transactions to be imported, then click Continue.

 

Moreover, you can check out these articles to help you in managing your transactions:

 

 

I'm just one click away if you have further banking concerns. Have a good one and keep safe. 

Salessio0564
Level 2

Importing credit card transactions

Thank you for responding! I will give it a try.

Sign in for expert help
Ask questions, post replies & join our community of QuickBooks users.

Need to get in touch?

Contact us