import credit card transactions into quickbooks desktop from iif

Select Credit Card, then select Continue.Go to Lists at the top menu bar, then select Chart of Accounts.Let me show you the steps on how to do it. Let's make sure the steps are correct in setting up credit card accounts. Please let me know if you have other concerns. to keep your business up and running well. 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. This way, you'll have better options on how to manage your bank feeds. Make sure the amounts match.įurthermore, here is an article about bank feeds in QuickBooks Desktop. Find the transaction in the register to match to.Choose the transaction in the statement that you need to match to a transaction in the register.Make sure the Show Register checkbox is selected in the Match Transactions window.

Click View then download and check the electronic statement.Open the Match Transactions window then make sure the correct bank account is showing from the Financial Institution dropdown.Go to the Banking menu then Bank Feeds and then choose Bank Feeds Center.

Hi there, have to manually match the transactions you downloaded with the ones in the check register. Please let me know if you have any other concerns. You can read out this article that covers basic information about Bank Feeds: Get started with Bank Feeds for QuickBooks Desktop.Īlso, I'm adding our Help Articles it provides tips on how to manage your account in QuickBooks. For more information, kindly click this article: Import web connect (.qbo) files. Then, we can use Web connect(.QBO) to download the transactions so they become available in your Bank Feeds.

If you haven't set up your bank account, select Create New Account.

Select existing or Create new ▼ drop-down and find the QuickBooks account you want to link to your bank account.

Enter, your Bank’s name field, and select the name of your bank.

From the Banking menu, go to Banking, then Set up Bank Feeds.

Hello there, 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.

Import credit card transactions into quickbooks desktop from iif