Hey there, @4mlql.
I'd love to help you import downloaded credit card transactions in QuickBooks Desktop for Mac.
Before importing your credit card transactions, let's make sure to set up for Online Banking first. This way, we can ensure that they will be successfully imported into your accounts.
Simply follow the steps below:
- Go to the Banking menu at the top, then select Online Banking Setup.
- In the search field, enter your Bank's name.
- Depending on your bank, you may be presented with options for Direct Connect/Web Connect or Web Connect only.
- On the Link your Accounts screen, you can choose which bank accounts you can add to QuickBooks.
Once done, you can now download a statement from your Bank Web Connect website and import them to QuickBooks.
You can also check this article for more information on how to Set up and use Online Banking in QuickBooks for Mac.
In case you get a specific error message when importing, simply follow the recommended steps in this article to fix it: Error: Nothing imported after importing a Web Connect (.qbo) file.
After importing your banking transactions, you need to approve the way QuickBooks categorized them. Here's how to add and match them in QuickBooks Desktop for Mac.
Please know that I'm only a post away if you have anything else. I'm always here to help.
