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Level 1

How do I add my credit card statement entries into QBs?

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QuickBooks Team

How do I add my credit card statement entries into QBs?

Hello theresewhitelcsw, thank you for joining the Community! We're happy to have you here. 

There's a feature called Online Banking (also known as Bank Feeds) which allows you to connect your credit card and/or bank accounts. Once you connect an account, the recent transactions will download automatically into QuickBooks. This enables you to skip manual data entry, so it's a major time-saver. You'll need to be logged into Self-Employed on a web browser to set this up.

Here are the steps for connecting a credit card account to QuickBooks:
1. Click on the Settings icon (it looks like a gear), and then select Bank Accounts
2. In the search box, enter the name or website of your bank, then click on Continue. If you've already connected an account before, then choose the option to Connect Another. If you can't find your bank by name or URL, you can import transactions manually.
3. Enter the sign-in info you use for your bank's website.
4. Select Connect Securely.

Once you've completed the steps above, QuickBooks will be configured to automatically download your recent credit card transactions. The next step would be to approve the way they're categorized.

If there's anything more I can help with, or any questions you might have, please don't hesitate to let me know. 


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