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klcraft
Level 2

Adding a credit card account card to the transactions page - not a normal card

Hi! I have one credit card that will not download into QuickBooks Online. It's not an option to add it manually, either (the bank is not listed). And, to make it more complicated, this credit card does not have the option to download in any format at all. I'm manually entering the transactions.

***My question is this ... how do I get an Account Card for this credit card to show up on my Bank Transactions page?***

 

Once again, QuickBooks Online will not allow for downloads or syncing of this card, and there is no option to download transactions manually from the card website.

 

I appreciate your help!

Solved
Best answer March 28, 2025

Best Answers
MarkAngeloG
QuickBooks Team

Adding a credit card account card to the transactions page - not a normal card

Banks that are connected to QBO are shown as an account card inside the bank transactions page. Rest assured, I'll help you record your transactions in a faster and manual way.

 

Since your credit card has no option to download transactions, your current method of recording transactions in QBO manually is also good. Alternatively, you can also create transactions through the bank register. Another faster way is to make a spreadsheet file with the correct file format of importing bank transactions to QBO. You can manually input your transactions quickly through the spreadsheet you created and import them to QBO.

 

Although your credit card account won't show in your bank transactions page, they can be found in the chart of accounts to manage the transactions inside. This is because banks that aren't connected to QBO doesn't need to get transactions from your bank online and go through the process of For Review

 

Furthermore, it's best recommended to reconcile your account to match your QBO records with your credit card transactions. 

 

Feel free to leave a reply if you need help with reconciling in QBO. We're always ready to help.

View solution in original post

3 Comments 3
MarkAngeloG
QuickBooks Team

Adding a credit card account card to the transactions page - not a normal card

Banks that are connected to QBO are shown as an account card inside the bank transactions page. Rest assured, I'll help you record your transactions in a faster and manual way.

 

Since your credit card has no option to download transactions, your current method of recording transactions in QBO manually is also good. Alternatively, you can also create transactions through the bank register. Another faster way is to make a spreadsheet file with the correct file format of importing bank transactions to QBO. You can manually input your transactions quickly through the spreadsheet you created and import them to QBO.

 

Although your credit card account won't show in your bank transactions page, they can be found in the chart of accounts to manage the transactions inside. This is because banks that aren't connected to QBO doesn't need to get transactions from your bank online and go through the process of For Review

 

Furthermore, it's best recommended to reconcile your account to match your QBO records with your credit card transactions. 

 

Feel free to leave a reply if you need help with reconciling in QBO. We're always ready to help.

klcraft
Level 2

Adding a credit card account card to the transactions page - not a normal card

Thank you for the quick reply!

If I upload manually from a spreadsheet, will it add it to the Transactions page? Or no?

I know how to reconcile my accounts. Been doing it for years!

RazzieE
QuickBooks Team

Adding a credit card account card to the transactions page - not a normal card

Thanks for the prompt reply, @klcraft.

 

Yes, once you manually upload your credit card account through a spreadsheet file, it will show up on your Transactions page. Let's dive more into this.

 

To successfully import your bank transactions into QuickBooks Online (QBO), you need to ensure your spreadsheet uses the correct 3 or 4-column format. This ensures proper integration of your data into QBO.

 

Additionally, you might find this article helpful for future reference: Categorize online bank transactions in QuickBooks Online. It provides guidance on managing and organizing your transactions effectively.

 

Looking to spend less time managing and organizing your books? Consider QuickBooks Live Expert Assisted! They can help you keeps your records accurate, clean, and up-to-date.

 

You can hit the Reply button if you need further assistance with importing your transactions into QBO. We're always here to lend you a hand whenever you need it.

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