jdsh
Level 1

Banking

Thank you for your reply. However my problem still exists. 

Let me explain again.

QB has a Credit Card Account, Citi

I setup feeds to automatically download transactions and it downloaded 6 months of transactions. So now in the Bank Feeds center, we have

Citi has the transactions for

July: 1,2,3,,,,,,

Aug: 1,2,3...

...

Dec 1,2,3 ...

This is great, I can handle these. However, the Jan-Dec transactions are not imported.

To get these transaction, we have to export a QBO file manually and import it. For import there are 2 options:

Option 1. Import into Existing Account:

When I choose this, Citi is not shown as an available account as it is already setup for automatic import. This is also the option you are suggesting. Maybe there is a way to get Citi show up as an available Import Account- at least I cannot find a way.

Option 2: Import into new a Account.

I create a new Credit Card Account, Citi1 in Quick Books.

Again I use Import into existing account and and import all the transactions from Jan-Jun into it. 

There are deposits and expenses. I now need to move them all into Citi so that I can balance my Citi statements. How do I do this? 

For Deposits: As mentioned in my original post, I am unable to get the results.