Importing credit card transactions to QB Desktop for Mac 2022 each month?

Hi, @Charleston Real Estate.

I can share the steps you need to import your credit card transactions in QuickBooks Desktop (QBDT) for Mac.

The QBDT for the Mac system will only accept imported (Web Connect) files with a .qbo extension. You can download your credit card transactions from your bank using this file type.

Once downloaded, you can follow this step-by-step guide to import them to your QBDT for Mac:

1. Go to the File menu.
2. Select Import, then choose From Web Connect.
3. Choose the .qbo file you want to import, and then click Open.
4. Select the American Express, then click Continue.
5. When QuickBooks finishes importing transactions, click OK.

After that, the system displays your credit card transactions in the Downloaded Transactions window. All you have to do is review and/or match them to the existing entries in QuickBooks. You can refer to this article for further guidance: Add and match transactions in QuickBooks Desktop for Mac.

For more tips and other resources, I recommend visiting our website for future reference: Self-help articles.

Please post again or leave a comment below if you have more questions about bank transactions or anything else QuickBooks. I'll be more than happy to help. Take care always.

When I carry out the outlined steps to import my monthly AMEX transactions attached is the screen that appears when I attempt to import the .qbo file.  The step where I "select American Express and press continue" does not present.  What am I doing wrong?

Hi, @Charleston Real Estate.

Thanks for joining this conversation. I'm here to help ensure you can import credit card transactions in QuickBooks Desktop (QBDT).

If you’re importing a .qbo file for the first time, ensure you already set up Web Connect. If it's already set up, let's edit the account in question. Here's how:

1. In QuickBooks, go to Chart of Accounts.
2. Select the account. This unlinks it from imported online transactions.
3. Select Edit in the Action window.
4. Select the Online Settings tab.
5. On the Download Transactions window, select Not enabled, then Save.
6. On the Edit Account window, select OK.
7. Create a duplicate of the account, but give it a different name.
8. Rename the original account with the same name of the duplicate.
9. Import the file.

For more information about managing and fixing banking issues in QBDT, check out this article: Fix online banking issues in QuickBooks Desktop for Mac.

I also recommend visiting our website for more tips and other resources you can use in the future. Here's the link: Self-help articles.

Let me know if you have more questions about this or anything else QuickBooks. I'll be here ready to help. Take care.

Discover tells me you changed your policy on downloads and therefore does not give me a .qbo file. How do I download from Discover Card?

I've got an alternative on how you can import transactions from Discover to QuickBooks, NdTecLLC.

You may need to look for a third-party application that can integrate with QuickBooks Desktop and lets you do the tasks to import your transactions. Please check out the apps compatible with QuickBooks at this link: QuickBooks Desktop App Center. 

Once transactions are in, you can add and match Bank Feed transactions in QuickBooks Desktop to ensure they are categorized accurately.

Moreover, check the reconcile an account in QuickBooks Desktop to ensure everything matches and the amount are balanced and accurate.

If there's anything else that I can help you with, please don't hesitate to tag me in your comments and posts. I've got you covered.

@NdTecLLC 

Which file format can you get from Discover? e.g *.pdf, *.csv

I can get .PDF, .XCL, .CSV

Use the csv2qbo or pdf2qbo converter tool as a workaround.

https://www.moneythumb.com/?ref=110

I imported the credit card transactions and began to categorize them. I then exited before finishing and now I can't find the transactions to go back to to complete the process, however if I try to import again I'm told there are no new transactions. This is on QB Desktop for Mac. Please help!

Thanks for joining the Community and getting involved with this thread, BrianK8.
 

Since your transactions were already imported into QuickBooks and displayed on the Downloaded Transactions window, I'd recommend running your Banking report to identify if they're still present.
 

Here's how:
 

1. In the top menu bar, go to Reports, then Report Center.
2. Double-click your Banking report.

Review the report and confirm if your transactions are showing up. If they are, open each of them and check to verify they're categorized properly. In the event they aren't there, you'll need to re-import them using the steps from FritzF's post.
 

I've also included a detailed resource about categorizing transactions which may come in handy moving forward: Add & match transactions
 

I'll be here to help if there's any additional questions. Have an awesome day!