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www-gamhay
Level 1

credit card access

 
1 Comment 1
FateCandylaneT
QuickBooks Team

credit card access

You'll have to connect your credit card account to access them in QuickBooks Online, Gamhay.

 

You can go to the banking page and link your account from there. To guide you through the complete process, refer to these steps:

 

  1. Navigate to Transactions and select Bank Transactions.
  2. Click on the Link account option, then enter the name of your bank.
  3. Log in to your bank with your usual login credentials and select Continue.
  4. QuickBooks will now connect with your bank and may take a few minutes.
  5. Once done, select the Account type dropdown and choose the matching account type from your chart of accounts.
  6. Then, click Connect.

 

Once ready, it'll automatically download your transactions. Then, you can review and categorize them.

 

However, if you meant something different, please provide more details in the comments below.

 

We'll leave this thread available for any additional questions you may have.