I would like to connect to my credit card provider to download my transactions into my checking account register. I know how to add a banking account but I want to know how I can download the credit card transactions into the same register as my checking account register.
Best answer February 18, 2019I can help you download the credit card transaction into QuickBooks Desktop,
You can also manually import your transaction using the Web Connect feature. For detailed instruction, please check this article: Download Bank Feed transactions.
Let me know if you're able to successfully connect your credit card. I'm still here to help you more if you have follow-up questions.
RE: I want to know how I can download the credit card transactions into the same register as my checking account register.
RE: I'm assuming all of my credit card charges will now be imported into the register just like my banking transactions when I sync to the bank.
No, they will be imported into your Credit Card account register. Credit card transactions don't have anything to do with your bank account.
RE: How does Quickbooks handle to payment made out of my bank account to the credit card company?
The payment will come down as any other transaction. Generally they're not handled well automatically. Instead, record the payment as a Check in your bank account, using your CC account, before downloading that detail for the credit card. Then you can match the payment to the downloaded transaction.
50 Comments 50 QuickBooks Team February 18, 2019 03:27 PMI can help you download the credit card transaction into QuickBooks Desktop,
You can also manually import your transaction using the Web Connect feature. For detailed instruction, please check this article: Download Bank Feed transactions.
Let me know if you're able to successfully connect your credit card. I'm still here to help you more if you have follow-up questions.
Got it! All set up now. One question. I'm assuming all of my credit card charges will now be imported into the register just like my banking transactions when I sync to the bank. How does Quickbooks handle to payment made out of my bank account to the credit card company? I'm assuming all of the individual charges will get added to the register and then there will be the actual payment from my checking account. Just need to understand how all of this reconciles.
RE: I want to know how I can download the credit card transactions into the same register as my checking account register.
RE: I'm assuming all of my credit card charges will now be imported into the register just like my banking transactions when I sync to the bank.
No, they will be imported into your Credit Card account register. Credit card transactions don't have anything to do with your bank account.
RE: How does Quickbooks handle to payment made out of my bank account to the credit card company?
The payment will come down as any other transaction. Generally they're not handled well automatically. Instead, record the payment as a Check in your bank account, using your CC account, before downloading that detail for the credit card. Then you can match the payment to the downloaded transaction.
February 28, 2019 03:46 PMI already have QB connected to my bank and credit card accounts to automatically import, but I just found a whole month missing on one of the CC accounts and a few weeks here and there missing from the bank account. If I manually import transactions, will QB catch any duplicates for me or do I have to check these myself?
QuickBooks Team February 28, 2019 06:23 PMThanks for joining this thread about importing transactions in QuickBooks Desktop. I'm here share some more insights.
When uploading your transactions, you still have the option to review all the transactions. You'll have to check it by yourself and remove the duplicates if necessary.
Depending on the mode you're using, please refer to this article for the steps in removing duplicate transaction.
That should keep you going today, Pablogm13. Let me know if there's anything else you need. I'll be around for you. Wishing you all the best!
February 21, 2020 02:16 PMI use QB 2015, which no longer supports online banking; however my credit card company has never been associates with QB so I have had to download .pdf statements and use a third party converter to make qbo’ or IIF’s which I then import. Now that my version of QB no longer supports online banking, it will not allow me to manually Import such files. This is disconcerting to say the least. I would like to avoid having to upgrade QuickBooks. Is there any way I can accomplish what I need?
February 21, 2020 03:09 PMI am using QB 2015, which no longer supports online banking. However, neither my bank nor my credit card provider has ever been associated with QB (they therefore have no FID). Therefore, I have always downloaded .pdf statements and then used a third party software to convert them into QBO’s or IIF’s which I then imported manually. Now that the online banking has expired for my version of QB, it will no longer allow me to do this. This is disconcerting. I really do not want to upgrade to a subscription based version, which I otherwise do not need, just to be able to do this. especially when I have to have third party software to even attempt it. Is there anyway I can accomplish what I need without upgrading?
February 21, 2020 03:43 PMManually uploading your transactions with the unsupported versions of QuickBooks is unavailable. You'll want to update your software to the supported versions at least.
Here's an article you can read to learn more about unsupported versions and service discontinuation: QuickBooks Desktop service discontinuation policy and upgrade information.
You can always visit our Help Articles page in case you need some ideas and references in managing your account and transactions.
If there's anything else that I can help you with, please let me know in the comments. Always around ready to help.
February 21, 2020 06:51 PMUtilize the importer tool to import your bank activity into QBD.
March 10, 2020 11:52 AMI don't have a "bank feeds" option in the 2019 Desktop Version I'm using. I'd like to directly connect so transactions automatically post to the desktop version. I tried manually downloading the statement, and it's greyed out, won't let me select it to upload manually either? I do have this account connected to mobile app for mint - and works fine there. But need the info in my QB desktop to manage the business.
March 10, 2020 01:44 PMYou'll want to set up your account for online banking or Bank Feeds in single-user or multi-user mode to manage your bills and bank transactions in QuickBooks.
Then, we can use Web connect(.QBO) to download the transactions so they become available in your Bank Feeds. For more information, kindly click this article: Import web connect (.qbo) files.
You can read out this article that covers basic information about Bank Feeds: Get started with Bank Feeds for QuickBooks Desktop.
Also, I'm adding our Help Articles it provides tips on how to manage your account in QuickBooks.
Please let me know if you have any other concerns. I'll be right back to you. Take good care.
April 17, 2020 08:58 AMI downloaded my credit card transactions, and they show in the credit card register. I'm going to pay online from my bank, but how does the downloaded info get onto the check stub?
April 17, 2020 10:11 AMYou'll have to manually match the transactions you downloaded with the ones in the check register. I'll guide you how:
Furthermore, here is an article about bank feeds in QuickBooks Desktop. This way, you'll have better options on how to manage your bank feeds.
Please feel free to read this handy help article if you've got other QuickBooks concerns, such as setting up payments and inventories, running reports, reconciliation, etc. to keep your business up and running well.
Please let me know if you have other concerns. Have a nice day!
June 08, 2020 05:53 AMHow do I set up the credit card account? I get no response when I select Credit Card
QuickBooks Team June 08, 2020 07:22 AMHello there, @ sscarp1.
Let's make sure the steps are correct in setting up credit card accounts. Let me show you the steps on how to do it.
I'm adding this article on how to set up your credit card in QuickBooks Desktop: Set up, use, and pay credit card accounts .
If you still can’t select the credit card option, then let’s perform some steps to fix this error. You can start downloading the QuickBooks Tool Hub, this contains the different tools used to fix common issues within the software. Let me show you how.
Download and install the QuickBooks Tools Hub:
If the solutions in the article above won't work, you can update the window and follow step 3, to solution 5 in this article: Fix QuickBooks Desktop install errors.
If there’s anything else you need, I’ll be here to help you out. Take good care.
October 16, 2020 05:29 AMI have closed one of my cc how do I get them into my QuickBooks. It didn’t pull everything up from this here.
October 16, 2020 06:56 AMHello there, userdennyp92.
If the CC account is disconnected, you'll need to reactivate it so you can download transactions within your company file. On the other hand, if you mean it was closed on the bank's end, you can import them via Web Connect.
Open a web browser and go to your bank's website. Then, log in to your bank account and download your transactions as a QuickBooks Web Connect (.qbo) file and save it on your desktop. Once done, you can follow the steps below:
I would also suggest contacting your bank to get other possible options in bringing the transactions to QBDT. Here are some articles that will guide you through keeping them organized:
Let me know if you have other questions about QuickBooks. I'm always free to help you whenever you need my assistance. Take care and stay safe always!
November 04, 2020 07:28 AMI do not have the option under "Banking" that says "Bank Feeds"
I am also trying to upload credit card transactions from Bank of America and I am having no success. I have only been able to upload my checking information.
New to QuickBooks! Thank you for your help.
November 04, 2020 08:55 AMI'd be glad to share some info and steps to ensure you can access your bank feeds and import your transactions, @LowcountryNutrition.
For your first concern, there are a couple of possible reasons why you're unable to see the "Banking Feeds" option on the Banking menu. These are the following:
To help fix this, let's ensure to update QBDT to the latest release to have the latest features and need patches. Also, please make sure you're using a supported version of QBDT to prevent unexpected QuickBooks responses.
If you meet the above requirements and still unable to see the said option, you can open a sample file to test if you'll get the same outcome. Here's how:
If you see the said option, then the original file might be damaged. In this case, I recommend running the QuickBooks Verify and Rebuild tool. This can help identify and repair data damage.
Here's how to Verify your data (original company file):
If the Verify data detects an issue, you can Rebuild your file. Let me guide you how:
For more info about the process, please check out this article: Verify and Rebuild data in QBDT.
About your second concern, please check if the file format you downloaded from your bank (Bank of America) is a .qbo file. This is the only type of file QuickBooks can read for Web Connect import.
If the file format is fine and you're still unable to import your data, please log in to your bank's website and check your notification list. If you see any messages about changes, kindly follow the instructions.
If the same thing happens, please proceed to steps 4 to 5 of this article for the additional fixes: Fix Web Connect import errors.
Once everything's good, you can begin adding and matching your transactions to ensure they go to the right accounts and prevent duplicates. To speed up this process, you can create bank rules in QBDT.
Lastly, you can reconcile your account to ensure the accuracy of your books.
You're always welcome to comment back if you have more questions about managing your banking in QBDT. I'd be happy to help you some more. Take care and enjoy your day.
