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If you are using QuickBooks Desktop, we can use the Web connect (.QBO) files feature to download bulk credit card transactions from your bank’s website into QuickBooks. The (.QBO) files can be downloaded and saved on your computer. Then, you can import the transactions so they become available in your Bank Feeds. If your bank offers Web Connect, juts follow the steps below:
You an also download your credit card transactions using the Direct Connect feature. The first time you connect, QuickBooks automatically downloads the maximum number of transactions available from your bank. This is as much as QuickBooks can download depending on the bank, this can give you up to a year of historical transactions. Most banks may only download the previous 90 days. See the Download Bank Feed transactions in QuickBooks Desktop article for the steps and details.
Feel free to visit our Banking page for more insights about managing your bank feeds in QuickBooks Desktop.
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