If your financial institution does not integrate with QuickBooks, you need to download your credit card transactions to an Excel CSV file. Most banks allow you to download your transactions to a PDF or CSV file. Log into your credit card account and look for the Download Transactions option. If you don't see this option, contact the credit card company and inform them that you need your transactions in a CSV file so you can download them to QuickBooks.
To upload credit card transactions from an Excel CSV file to QuickBooks, follow these instructions:
- At the beginning of this chapter, we showed you how to add a new account to the chart of accounts list. Follow those step-by-step instructions and add your credit card account to QuickBooks.
- Your credit card account setup screen should resemble the one in the following screenshot:
The following is a brief explanation of the new credit card account fields:
- Account...