cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
NEW Connect to DBS IDEAL direct bank feeds Click here
slnraja
Level 1

Is it possible to connect the Uni credit card with Quickbooks? Ref: https://www.uni.cards/

I have connected my HDFC Bank Credit card with Quickbooks for booking accounting transactions directly based on the transactions in credit card. Based on this I would like to add the new Uni credit card, however this seems to be a new credit card company so would like to check if it works with Quickbooks.
1 Comment 1
JasroV
QuickBooks Team

Is it possible to connect the Uni credit card with Quickbooks? Ref: https://www.uni.cards/

Great to have you in the Community space, @slnraja.

 

Currently, the option to connect your Uni credit card (https://www.uni.cards/) to QuickBooks Online (QBO) isn't possible. 

 

As a way around, you'll want to manually upload your transactions in QBO. I'll show you how.

 

  1. Sign in to your bank's website and follow the steps in downloading your transactions.
  2. Review file format (.QBO, .CSV) and size (350 KB).
  3. Once done, go to the Banking or Transactions menu.
  4. Select Upload transactions.
  5. Click Drag and drop or select files and then select the file you downloaded from your bank. Then select Continue.
  6. From the QuickBooks account  drop-down, select the account you want to upload the transactions into. Then click Continue.
  7. Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks. Then select Continue.
  8. Select the transactions you would like to import. Then click Continue.
  9. Click Yes, select Done once you accept your transactions.

 

You can also see this link for more details about the process: Manually upload transactions into QuickBooks Online.

 

Furthermore, you can also send a request to support your bank. This way, our product engineers can review it and might consider adding it in the future updates. 

 

Once you're all set, you can now categorise and reconcile your accounts whenever you're ready.

 

You can count on me if you need more help managing your bank and transactions. Just tag me in your reply and I'll get back to you as soon as possible. Keep safe and have a dazzling day ahead!