Download Chase credit card transactions to QuickBooks - PowerPoint PPT Presentation

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Download Chase credit card transactions to QuickBooks

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In the above discussion, we have shown you how to Download chase credit card transactions. This is an excellent feature with the help of which you can establish a direct connection with your bank. – PowerPoint PPT presentation

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Title: Download Chase credit card transactions to QuickBooks


1
How To Download Chase Credit Card Transactions
Into Quickbooks
2
Download Chase credit card transactions to
QuickBooks
  • QuickBooks online has presented an extraordinary
    element that will help you save a great deal of
    time and exertion. You would now be able to
    download and import credit card transactions into
    QuickBooks which will deal with your finances and
    spending plan.
  • In this blog, we will depict the means to import
    credit card transactions into QuickBooks Online
    without any problem. In addition, we have given
    point by point steps to download transactions in
    CSV format.

3
Things to Remember
  • You have to add a column for QuickBooks account
    number while downloading a record from your
    credit card company. On the off chance that you
    already have an account number, give the most
    minimal sub-account number.
  • There is a 'pay' column in the record which gets
    downloaded from the credit company containing
    extra details like merchant id. You can shape
    this column to match it with the seller name.
  • There is no impulse to add another value to your
    import document. There is a choice to give a
    default value when you import credit card
    transactions into QuickBooks work area.
  • To import credit card transactions into
    QuickBooks Online, you should enter credits
    manually.
  • In the event that you want to download
    transactions of over 90 days, you need to import
    your transaction in Excel format (CSV or QBO
    record).

4
Easy Steps to Import Credit Card Transactions
into QuickBooks Online
  • 1 Select Step Your Banking Center
  • First of all, enter your bank/credit card name in
    the search bar.
  • Now choose your bank/credit card company from the
    list.
  • If you couldnt find your credit card company or
    you wish to download 90 days transaction then you
    have to do it using CSV format.
  • Step 2. Login to your business and credit card
    account
  • Login using your ID and password. It may take a
    few minutes to connect your bank with QuickBooks.

5
  • Step 3. Select your credit card account
  • Tick mark each account you want to connect with
    QuickBooks.
  • Next, you have to enter your bank account name.
  • Select the QuickBooks account where you have
    linked your bank account.
  • If you are unable to find it, then add account
    from the drop-down list.
  • Step 4. Choose the right date range
  • The transactions are usually downloaded in 90
    days. In case you need transactions of more than
    90 days then it is necessary to download it using
    CSV format.
  • If you need transactions for a shorter date range
    then click on the link need a shorter date
    range.

6
  • Step 5. Click on Connect
  • Click on the Connect button to download all the
    transactions into QuickBooks.
  • Note There is no undo option once the
    transactions are downloaded. Therefore, make sure
    that you select the correct account because later
    you will have to delete all the transactions and
    downloaded it again.
  • Step 6. Transactions are downloaded
  • Once the transactions have been downloaded, you
    will get a message We successfully downloaded
    your transactions. Hooray!.

7
Step 7. Review Your Downloaded transactions
  • Check your credit card account and balance in the
    banking center.
  • If you wish to track another credit card account
    then click on add account and follow step 1.

8
How to Import Credit Card Transactions into
QuickBooks Online with CSV file?
  • Firstly, choose Transaction and Banking.
  • Upload your file or transaction by clicking on
    Upload a file option.
  • Choose the QuickBooks account you wish to lick
    with the credit card account.
  • You can Add Account from the drop-down list if
    you do not have an account in QuickBooks.
  • Fill up the required fields to set up your
    account.
  • After entering all the details, map QuickBooks
    Online fields to your bank account fields.
  • Follow the below steps to map QuickBooks Online
  • Select the date column, then choose the date
    format.
  • Now go to description and click on the file.
  • You will get positive and negative numbers in a
    single column.
  • Choose the column with a negative number.
  • Tick transaction you want to import into
    QuickBooks and select Next.
  • QuickBooks will confirm the transaction.
  • Click on Yes to confirm.
  • Finally, your transaction has been downloaded.

9
Quickbooks desktop credit card transactions
  • So this was the article, trust the above steps
    will assist you with easily downloading and
    import Chase banking transactions into
    QuickBooks. At last, we will recommend you to not
    to skirt a solitary steps while you follow any
    methodology. It may create a major issue to
    perform your work. All things considered, on the
    off chance that you have any questions regarding
    this topic, you know well, we are always with you
    to help you.
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