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marquart56
Level 1

how do I See my credit card transaction? I can only see my bank account. I need both to link somehow

 
1 Comment 1
GenmarieM
QuickBooks Team

how do I See my credit card transaction? I can only see my bank account. I need both to link somehow

Let's get this figure out, marquart56.

 

To see your credit card transactions, consider manually updating your bank to re-establish a bank connection. This process lets you import the latest transactions, ensuring your records are always up-to-date. 

 

Here's how:

 

  1. Go to Transactions and select Bank Transactions.
  2. Select Update.
  3. If prompted, enter your Multi-Factor Authentication (MFA) credentials and select Continue update.

 

If the same things happen, you can visit your bank's website to check for any alerts or notifications. These may provide information on why credit card transactions aren't syncing correctly.

 

If there's an issue with your bank, you can manually import your credit card transactions as a temporary solution. Once the problem is resolved, transactions will automatically sync to your banking page. To avoid duplicates, remember to exclude the manually imported transactions.

 

For future reference, refer to this article: Reconcile an account in QuickBooks Online.

 

Additionally, you might consider utilizing our QuickBooks Live Expert Assisted service, which offers personalized guidance to help you stay organized and effectively manage your business finances.

 

Keep me posted if you have other concerns, we're always here to help.

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