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Everything you need to know about connecting your bank and credit cards in QuickBooks Online

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SarahannC
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Hi there, Gem. 

 

I'd like to share what I know about the bank account you've created in my Chart of Accounts. I see that you're recently using the SaasAnt App to bring the data from Stripe. 

 

SaasAnt App is used to import the real-time transactions within QuickBooks Online. With that, it's not the banking data we're bringing in our book. As suggested by my colleagues above, we can manually upload the banking transactions. I can see you've been using this process already in your Paypal account, which helps you to do it easier at this time.

 

With that, it's okay not to delete the transactions from the Chart of Accounts. It'll not create duplicate transactions in the For Review section. From there, you can match the transactions and reconcile them.   

 

Know that you can always tap our shoulders if you require additional details about it. I'm right here together with my colleague to assist you. Keep safe!

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