There are several benefits to importing your credit card transactions automatically. First, you will save a lot of time because you won't have to manually enter transactions. Second, QuickBooks will be updated on a daily basis with the most recent credit card activity on your account. Third, it will be much easier to reconcile your credit card accounts.
The following are the five steps that are required to import credit card transactions automatically into QBO:
- Select Banking from the left menu bar, as shown in the following screenshot:
- On the following screen, you will see a link to a short video tutorial, which is a demo of how the banking center works. Click on the Connect account button as shown in the following screenshot or the link account button if you previously connected a bank/credit card account:
- To connect your credit card account, select your credit card company by clicking on the...