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habte32
Level 1

My credit card didnt transfer when i connect with the bank how can i put manually

 
1 Comment 1
ReymondO
QuickBooks Team

My credit card didnt transfer when i connect with the bank how can i put manually

Hi there, .

 

If you don’t see your recently downloaded bank transactions in QuickBooks Online (QBO), you can perform a manual update. This will update all of your bank and credit card accounts on the Banking page. 

 

Here's how: 

 

  1. Go to the Banking menu or Transactions menu and select Banking.
  2. Select Update.

 banking.PNG

If downloads seem slow or stuck, the issue may be on the bank’s end. Sign in to your bank’s website and check your account page for messages, notifications, or alerts. Just follow step number 2 in this article: How to check your bank's website for messages

 

In addition, you can manually import bank transactions to QBO using Excel CSV (comma-separated values) files.

 

Once your transactions are in QuickBooks, it’s time to match and categorize them. 

 

If you have further questions or concerns, feel free to reach back out anytime. Just click Reply and I'll get back to you.

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