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Manage Your Account
Hey there, Vivian.
We're delighted to hear that you've managed to import your credit card transactions. We appreciate you for the troubleshooting steps you have performed.
Now that you've imported your transactions, you can categorise them to gain insights into where your business is making and spending money. You can also create bank rules to streamline the categorization process. Moreover, reconcile your accounts to ensure they always match your bank and credit card statements.
If you have any additional concerns apart from importing your credit card transactions, please don't hesitate to post them here in the Community. We're always glad to assist you. Take care and stay safe!