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Banking
Sending good vibes to you, @bdeshazer. I can be able to help you sync your credit card account.
QuickBooks Online allows you to add your bank and credit card account and it will automatically download transaction.
Here's how:
- Go to Banking menu.
- For first time user select Connect account. If you’ve already set up an account, select Add account or Link account if you've already created one.
- Search for your bank, credit card, or credit union on the search bar.
- Select Continue. Then sign into your bank using your username and password.
- Follow the onscreen steps, including any additional security checks your bank might require.
- Choose any accounts you want to connect like your savings, checking, or credit card. Then select the account type dropdown and choose the matching account type from your chart of accounts in QuickBooks.
For more details, you can check out this article: Connect bank and credit card accounts to QuickBooks Online.
You may check out this article to learn more about bank or credit card subaccount setup.
I've also added this following articles for your future help:
- Categorize and match online bank transactions in QuickBooks Online.
- Reconcile an account in QuickBooks Online.
Post a reply if you need any further assistance on how to pull up reports in QuickBooks Online. I'll get back to you as soon as possible. Enjoy the rest of the day!