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shoshanablickste
Level 1

Unable to import CC trans into QB -CC # changed. What is the easiest fix? make the g/L acctt inactive or start new G/L acct and then merge?

 
1 Comment 1
DivinaMercy_N
Moderator

Unable to import CC trans into QB -CC # changed. What is the easiest fix? make the g/L acctt inactive or start new G/L acct and then merge?

Thanks for posting here, @shoshanablickste.

 

To help you import the transactions, you'll need to update your Credit Card information. To do so, you can disconnect your account and reconnect it with the updated info. 

 

Once done, import your credit card transactions again. Here's how:

  1. Go to the Banking menu, click Bank Feeds.
  2. Select Import Web Connect Files.
  3. Choose the QBO file you saved, then select Open.
  4. Click your credit card account.
  5. Select Continue and then OK

 

For your reference, please visit this page: Import Web Connect (.qbo) files.

 

Then, to ensure your transactions are accurately categorized, you have to carefully review and match them. For the detailed steps, please see this article: Add and match Bank Feed transactions in QuickBooks Desktop. 

 

As always, feel free to post again here if you have any further concerns about importing your CC transactions to QuickBooks. I'm always here to help you. Thanks for dropping by. 

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