Any third party apps for personal credit cards like first progress?
I guess what I'm looking for is a third party app that connects to QuickBooks that aggregates transaction data from some of the smaller personal credit cards like first progress or Fingerhut or credit one Bank. Just to name a few I have had trouble connecting my account because I can't find their credit institution / bank that runs these particular cards.
Just wondering if anybody else is ran into that issue and once you've done about it
I am using QuickBooks online for personal finance and would really like to get my all my credit card data into the system without having to manually upload the file every time I want an update
Glad to have you here in the Community. It's my pleasure to be your QuickBooks guide today.
As an insight, QuickBooks supports most of the banks. Hence, you don't need third-party apps to connect them. You'll just have to make sure that you have active online banking for your credit card accounts so you can connect them with QuickBooks.
I've got some tips here to ensure we can find and connect your credit card accounts. First off, we'll have to search your bank on the Banking page. Here's how:
Go to the Banking menu, then click Banking.
Select Connect Account, or select Add account or Link account if you have an existing bank account.
Enter the name of your financial institution in the Search field. Then, select the bank from the list.
Click the link to go to your bank's website. Then, ensure you can access your account through your bank site.
If you can access everything, sign out of the financial institution's website. Then, go back and continue to add the account in QuickBooks Online.