quickbooks import credit card transactions from excel

Options for bank accounts include checking and saving accounts.

Detail Type: This fields allows you to select the type of banking or credit card account. Options consist of banking and credit card accounts.ī. Account Type: Select the type of account that will be linked to QuickBooks Online. You will be presented with a screen that will allow you to set-up the selected account using the following options:Ī. The next step is to configure the account selected. Step 5: Configure the Bank Account Linked with QuickBooks Online If you are seeking to import a date range greater than that allowed by the direct bank connection, you may be able to import a longer range of data by using the CSV file import process (see below). With Chase, the data range is limited to 12 months. Note: The limit on initial import of historical transaction on the initial sync may differ by bank. Use the drop down at the bottom to select the date range of data to be imported in the initial sync.

Be sure to select the correct GL account for the link. Important: The selected bank account will display a dropdown showing which GL accounts in QuickBooks the bank account can be linked to. The tile will become outlined and marked with a checkmark. To select an account, click on the tile of the desired account. QuickBooks will present a list of available accounts which can be linked. Once you have authorize QuickBooks to connect with your eligible online bank accounts, you will need to select which account will be linked with QuickBooks Online through this process. Step 3: Select Account(s) to Connect with QuickBooks Online

Quickbooks import credit card transactions from excel