Hello, OBMH.
I'm happy to go over the steps necessary to make sure your BoA credit card transactions are uploaded to your QuickBooks account. Follow the steps below.
- Pick a date range
- Download transactions from your bank
- Review the file format size
- Start your upload
- Upload your file into QuickBooks
- Categorize the transactions
- Reconcile the transactions
For further input on these steps, there processes and how to perform them, follow this article below.
- Manually upload transactions into QuickBooks Online
Also, once you're able to upload the transactions follow this next article as it highlights the reconciliation process.
- Reconcile an account in QuickBooks Online
Should you have any other questions or concerns, feel free to post them below.
Thanks for your time and have a lovely afternoon.
