cancel
Showing results for 
Search instead for 
Did you mean: 
-elysiangoddess-
Level 1

How do we get expenses we charged to our personal credit card before setting up our business bank account into Quickbooks and keep the P&L correct?

 
Solved
Best answer October 10, 2020

Best Answers
JenoP
QuickBooks Team

How do we get expenses we charged to our personal credit card before setting up our business bank account into Quickbooks and keep the P&L correct?

QuickBooks Online downloads the last 90 days worth of transactions after connecting your credit card account, -elysiangoddess-.

 

Transactions that are older than that can be imported in a a CSV, QBO, or Quicken file format. Then, import them QBO so you can bring them in and assign categories. Here's how:

 

  1. Sign in to your bank or credit card’s website.
  2. Follow your bank’s instructions for how to download transactions to your computer. Some banks call this WebConnect. Every financial institution has different steps. Here are steps for Bank of AmericaChase, and Wells Fargo.
  3. Make sure the date range for the download is at least one day before your oldest transaction.
  4. Download your transactions. Save the file somewhere you can easily find it, like your desktop.

Once done, follow these steps on how to import them in:

 

  1. Go to the Banking or Transactions menu. Then, proceed to the Banking tab.
  2. Click the drop-down list beside Update ▼ and select File upload.
  3. Follow the onscreen instructions on how to map and successfully import the file.

Now that your transactions are in QuickBooks, it’s time to match and categorize the transactions.

 

Don't hesitate to reach out to us again if you need more help with your banking transactions.

View solution in original post

1 Comment 1
JenoP
QuickBooks Team

How do we get expenses we charged to our personal credit card before setting up our business bank account into Quickbooks and keep the P&L correct?

QuickBooks Online downloads the last 90 days worth of transactions after connecting your credit card account, -elysiangoddess-.

 

Transactions that are older than that can be imported in a a CSV, QBO, or Quicken file format. Then, import them QBO so you can bring them in and assign categories. Here's how:

 

  1. Sign in to your bank or credit card’s website.
  2. Follow your bank’s instructions for how to download transactions to your computer. Some banks call this WebConnect. Every financial institution has different steps. Here are steps for Bank of AmericaChase, and Wells Fargo.
  3. Make sure the date range for the download is at least one day before your oldest transaction.
  4. Download your transactions. Save the file somewhere you can easily find it, like your desktop.

Once done, follow these steps on how to import them in:

 

  1. Go to the Banking or Transactions menu. Then, proceed to the Banking tab.
  2. Click the drop-down list beside Update ▼ and select File upload.
  3. Follow the onscreen instructions on how to map and successfully import the file.

Now that your transactions are in QuickBooks, it’s time to match and categorize the transactions.

 

Don't hesitate to reach out to us again if you need more help with your banking transactions.

View solution in original post

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