Can credit card be linked to QuickBooks Online?

Learn how to add your bank and credit card accounts to QuickBooks Online and download your transactions.

Online banking, or bank feeds, save time so you don’t have to enter anything manually.  Once you connect your accounts, transactions will download and categorize. All you have to do is approve them.

Step 1: Connect a bank or credit card account

You can connect as many business and personal accounts as you want.

1. Go to Bookkeeping, select Transactions, then select Bank transactions (Take me there).
2. Select Connect account on the landing page if this is your first time connecting. Or select Link account if you've already created one.
3. Search for your bank. You can connect most banks, even small credit unions. Note: If you can’t find your bank but still want to add your transactions to QuickBooks Online, you can also manually upload bank transactions.
4. Select Continue. Then sign into your bank by entering your banking username and password. 
5. Follow the onscreen steps to connect. Your bank may require additional security checks. It may take a few minutes to connect.
6. Select any accounts you want to connect like your savings, checking, or credit card. Then choose the matching account type from your chart of accounts in QuickBooks.

If you don't see the right account type in the dropdown

Select + Add new to create a new bank or credit card account in your chart of accounts.

• For new bank accounts:
  • In the Account Type ▼ dropdown, select Bank. 
  • In the Detail Type, select Savings or Chequing. 
  • Give the account a name and then select Save and Close.

• For new credit card accounts: 
  • In the Account Type ▼ dropdown, select Credit Card for the Account type. 
  • Give the account a name and then select Save and Close.

1. Select how far back you want to download transactions. Some banks let you download the last 90 days of transactions. Others can go back as far as 24 months.
2. Select Connect.

Step 2: Download recent transactions

QuickBooks downloads transactions so you don't have to enter them manually. Refresh the bank feed to download your latest transactions.

1. Go to Bookkeeping, select Transactions, then select Bank transactions (Take me there).
2. Select Update.

Step 3: Categorize downloaded transactions

Once QuickBooks downloads your transactions, you'll want need to review and categorize your transactions to make sure they’re categorized right.

If you have problems downloading or see errors, here's how to fix them.

I'd be glad to help keep the process of linking your credit card to your account easy and simple, info-snap360-stu.

You can follow the step-by-step process below of linking your credit card account to QuickBooks. Here's how:

1. Click Banking or Transactions in the left panel and choose the Banking tab.
2. Select Connect Account on the landing page if this is your first time connecting. If you've already created one, select Add account or Link account.
   
3. Search for your bank. You can connect with most banks, even small credit unions.

You can read through this article for your reference: Connect bank and credit card accounts to QuickBooks Online. This will provide you a brief video to serve as your visual guide as well as another way to link your account.

Once imported, I recommend editing, assigning, and categorizing your transactions. Also, you can match them to the existing entries in the software. Just go to the For Review tab from the Banking menu. Doing so will help you ensure the accuracy of your financial records.

Loop me in if you still need help with linking your credit card or have follow-up questions about QuickBooks. I'll be around to help.

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