SophiaAnnL
Moderator

Banking

We can update your credit card account to ensure that all transactions are synced, Jacek_Kura.

 

Updating an online banking account refreshes the connection that QBO uses to download transaction from the bank. To do this, just follow these steps:

  1. From the left menu, select Banking.
  2. On the Banking page, select Update.

Another way to bring your transactions into QBO is to manually import them using Web Connect files. Here's the list of the supported file types:

  • Comma-Separated Values (CSV)
  • Quicken (QFX)
  • QuickBooks Online (QBO)
  • Microsoft Money (OFX)

I'm right here if you need anything else. Thanks for dropping by.