Rubielyn_J
QuickBooks Team

Account management

I'm sad to hear you're experiencing difficulties with importing transactions for your credit card account, and it seems that the tabs you were previously referring to are no longer available, @jillatbackbone.

 

Rest assured, I'm here to help you resolve this issue and ensure a smooth importing process for your credit card transactions.

 

But before that, may I know if you receive an error message when importing the data? Aside from that, can you provide a screenshot of the tab you're referring to? Any additional information and screenshots you can share would be greatly appreciated. Our goal is to ensure that we offer you precise steps and accurate information to resolve this matter.

 

Additionally, let's make sure to use the correct file format when importing your transactions in QBO. Keep in mind, that the maximum file size is 350 KB. If the file is too big, shorten the date range and download transactions in smaller batches. This way, you can import your data successfully in QBO. 

 

Finally, I've added a link you can check out that provides answers to frequently asked questions about importing data in QBO. It includes an explanation of what types of data can be imported into QBO: Common questions about importing data to QuickBooks Online.

 

Keep me in the loop if you have other concerns, @jillatbackbone. I look forward to assisting you further and ensuring a smooth importing experience for your credit card transactions.