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Golnik
Level 1

How do you enter and match credit card charges to downloaded credit card statements?

 
1 Comment 1
AddieC
QuickBooks Team

How do you enter and match credit card charges to downloaded credit card statements?

Hi there, 

 

Your downloaded bank and credit card transactions are automatically uploaded if you've synced your account to the bank feed in QuickBooks Online. This is an awesome time-saving tool that helps you add and match transactions to your books. I'd be happy to explain how you can add and match credit card charges to your downloaded transactions. 

 

Follow the steps in this article to see how to complete this task in QuickBooks Online: Match and categorize bank transactions in QuickBooks Online

 

As explained in this article, this is a 3-step process:

 

Step 1: Download your bank and credit card transactions.

Step 2: Review your downloaded bank transactions.

Step 3: Review transactions after you’ve matched or added them.

 

I hope this helps you get back on track. If you're in need of any further assistance, please reach out to our tech support team

 

Have a great day.

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