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fritzseyferth
Level 1

Using an Apple Master Card thu Goldman Sachs. How do you add that card to banking when Goldman Sachs does not appear as an option? thanks...

 
2 Comments
MaryJoyD
QuickBooks Team

Using an Apple Master Card thu Goldman Sachs. How do you add that card to banking when Goldman Sachs does not appear as an option? thanks...

I can help you with adding your Apple Master Card transactions, @fritzseyferth

 

If your bank isn’t supported yet in QuickBooks Online (QBO), you may send us a request to add it to our list of supported banks. The process of integrating a new bank feed may take some time. Our product engineering team will consider the number of requests and the approval of the bank itself.

 

Here’s how to request support for your bank:

 

  1. Go to the Banking menu and click on the Link Account.
  2. Search for the name of your financial institution. 
  3. Select the Request support for your bank link and enter your bank's web address (URL) in the field provided, then select Request.

 

In the meantime, you can add your Apple Master Card transactions through the WebConnect process. You’ll have to manually download the transactions from the bank. Then, upload the file to your account. Here's how:

 

Download bank transactions:

 

  1. Go to your online banking account to get your file.
  2. Check or follow your bank’s instructions to get a copy of the data and then save it on your computer.
  3. Ensure that the data range is at least one day before your oldest transaction to avoid duplicates.
  4. Please take note of the supported file format and size. It should be either a Comma-Separated Values (CSV) or a QuickBooks Online (QBO) file. 
  5. Download your transactions and save the file to your desktop.

 

To upload the file to your QuickBooks account: 

 

  1. Go to the Banking menu and select the bank where you’re uploading the transactions from the Banking tab.
  2. Click the Link account drop-down and select Upload from file
  3. On the window that appears, click the Browse button and choose the file that you’ll be downloading. 
  4. Click on Open, then Next.
  5. Follow the onscreen instructions. Match the columns on the file with the banking fields in QuickBooks, then select Next.
  6. Click on Let's go. QuickBooks will now add the transactions to your account.

 

Check these articles for more information about sending a request to support your bank and adding your bank transactions manually:

 

 

After adding your transactions, you can now match and categorize those transactions and reconcile them to ensure your books are accurate and there aren't any duplicate transactions:

 

 

If you have other questions about adding your bank transactions, I'm happy to answer them for you. Just post it here as a reply and I'll take a look at it. Have a good one.

Fiat Lux - ASIA
Level 15

Using an Apple Master Card thu Goldman Sachs. How do you add that card to banking when Goldman Sachs does not appear as an option? thanks...

@fritzseyferth 

Another option, utilize SlickConnect as a workaround. It is designed to import into any bank or credit card in QuickBooks Online, so there is no specific setting needed.

https://www.moneythumb.com/?ref=110

 

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