Hi,
I am using quickbooks premier 2020. I setup bank feeds and downloaded my credit card (Citi) transactions for 2020- July-Dec (6 months) was downloaded through the sync to my credit card. That was awesome.
I still need Jan-Jun 2020 transactions. The method suggested is to import a qbo file from the credit card and import these transactions manually. I was able to get a qbo file for these transactions from the credit card. Now I want to import them into the existing Citi credit card. There seems to be no way to do this because the import does not list Citi as an import CC option to import into as it is auto synced now.
So I created a new CC as a placeholder and was able to import the transactions here. I need to transfer all the expense transaction to Citi. How do I do that?
Also, the payments made to the Credit Card from my Checking Account need to be properly applied. If I select "Add details to Payment" option to the payment, the payment is setup as a Transfer of Funds, whereas it should be a electronic check deducted from my Bank Checking Account. If I select "Add details to Credit", the payment is setup as a credit to Citi. None of these options are correct. How do I do this?
If I was able to import the Jan-Jun transactions to the existing Citi account, that would solve the problem. Any suggestions on what I need to do?
Jai.
