cancel
Showing results for 
Search instead for 
Did you mean: 
ashley27
Level 2

Does a newly added credit card load immediately?

 
Solved
Best answer December 01, 2019

Best Answers
Jen_D
Moderator

Does a newly added credit card load immediately?

It's my pleasure to be your QuickBooks guide, @ashley27,

 

Yes, it does. When connecting an account into Quickbooks, the system automatically downloads up to the last 90 days of transactions. If some of them were not imported, try doing a bank update. Here's how:

 

  1. From the left toolbar, select the Banking menu and tap the Banking tab.
  2. Click to highlight the account you're updating, then hit the Update button.

 

If you need to fetch items beyond 90 days, uploading them manually is the best option. All you need to do is download the data from your bank then map the transactions in the following supported formats or  file types:

Once the bank file is ready, start importing the file to your QuickBooks Online company. Follow these steps:

 

  1. Click Banking from the left navigation panel.
  2. Pick File Upload from the Update drop-down menu or Upload transactions manually if there isn’t any bank connected to QBO.
  3. Select Browse and choose the file you downloaded.
  4. Choose an account from the list, then Next.
  5. Follow the on-screen instructions to map the fields.
  6. Select the transactions to import.
  7. Click Yes.
  8. Hit Let’s go.

For the information and steps on importing these files, see this article: Manually upload transactions into QuickBooks Online.

 

The following resource provides a step by step guide to get started with online banking: Connect bank and credit card accounts to QuickBooks Online.

 

If you have other questions about QuickBooks Banking, let me know by clicking the Reply button below. I'll be more than happy to share additional insights and help at any time. Have a wonderful day!

View solution in original post

4 Comments
SOS INC -  Simplified Online
Level 2

Does a newly added credit card load immediately?

Yes it will show up under banking once the credit card has been connected.  You have to manually connect.

Jen_D
Moderator

Does a newly added credit card load immediately?

It's my pleasure to be your QuickBooks guide, @ashley27,

 

Yes, it does. When connecting an account into Quickbooks, the system automatically downloads up to the last 90 days of transactions. If some of them were not imported, try doing a bank update. Here's how:

 

  1. From the left toolbar, select the Banking menu and tap the Banking tab.
  2. Click to highlight the account you're updating, then hit the Update button.

 

If you need to fetch items beyond 90 days, uploading them manually is the best option. All you need to do is download the data from your bank then map the transactions in the following supported formats or  file types:

Once the bank file is ready, start importing the file to your QuickBooks Online company. Follow these steps:

 

  1. Click Banking from the left navigation panel.
  2. Pick File Upload from the Update drop-down menu or Upload transactions manually if there isn’t any bank connected to QBO.
  3. Select Browse and choose the file you downloaded.
  4. Choose an account from the list, then Next.
  5. Follow the on-screen instructions to map the fields.
  6. Select the transactions to import.
  7. Click Yes.
  8. Hit Let’s go.

For the information and steps on importing these files, see this article: Manually upload transactions into QuickBooks Online.

 

The following resource provides a step by step guide to get started with online banking: Connect bank and credit card accounts to QuickBooks Online.

 

If you have other questions about QuickBooks Banking, let me know by clicking the Reply button below. I'll be more than happy to share additional insights and help at any time. Have a wonderful day!

View solution in original post

ashley27
Level 2

Does a newly added credit card load immediately?

How long should it take once I click "update"?  I added the credit card and clicked "update" over two hours ago and still no transactions from the new card have shown up.

ashley27
Level 2

Does a newly added credit card load immediately?

Got it thanks!!

Need to get in touch?

Contact us
Sign in for the best experience
Ask questions, get answers, and join our large community of QuickBooks users.
Sign In / Sign Up