Each cardholder should have a separate account listed. On the left you will see your bank accounts.Enter your login credentials, and click Log In.Click the link for the bank that matches your account (Business /Personal, Checking /Savings /Credit Card, etc.).If you don’t see them listed you can enter the name of your financial institution in the search box then click Find. If you see your financial institution just click on their icon.
![can quickbooks desktop download credit card transactions can quickbooks desktop download credit card transactions](https://www.wizxpert.com/wp-content/uploads/2020/02/1448.png)
![can quickbooks desktop download credit card transactions can quickbooks desktop download credit card transactions](https://m.foolcdn.com/media/the-blueprint/images/QuickBooksOnlinevsQuickBooks_Desktop-03-QBOnli.width-800.png)
Follow the same steps above for each cardholder account * EXCEPTION* be careful to mark each cardholder account as a sub-account of the parent account.The detail type will default to Credit Card.Choose Credit Card for the category type.The main corporate account will be the account you reconcile against. In your chart of accounts, add an account for the main corporate account. The main corporate account is 1245 (this is the account you will reconcile to) You will need to do this before connecting your account online. You will need to create a “parent” or “Umbrella” account for the corporate account then sub-accounts for each cardholder. Ok, now that you have decided what you want to do you can take the next step.ĭon’t forget your chart of accounts. If it’s an old card, you can choose how many days back you wish to download – but you cannot exceed 60 days. QuickBooks only downloads 60 days of activity so it’s best to link it sooner rather than later. If this is a new card, I highly recommend you set this account up as soon as possible after getting your credit card. With all the accounts being different, how you can link all your credit cards to QuickBooks so that you can reconcile one account?ĭon’t worry, there’s a solution and it’s a snap to set up! Many credit card companies issue different credit card account numbers for each corporate cardholder and all of them tied to a “parent” or “umbrella” account. However, not all credit card companies are alike.
CAN QUICKBOOKS DESKTOP DOWNLOAD CREDIT CARD TRANSACTIONS MANUAL
For some businesses, this can be a huge benefit saving time and money by reducing manual entries. One of the neat features with QuickBooks is that you can link your bank account or credit cards so that your bank or credit card activity automatically downloads into QuickBooks. How do you link multiple credit cards in QuickBooks Online?