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Charlottetaylor
Level 2

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Thank you.  I've tried your steps as well.  They did not solve the problem, but they helped me understand a few issues that may help in the future. 

 

When I try to import the file I do the following: 

  •             Bank Feeds
  •             Import Web Connect (QBO) file
  •             “Use an existing QuickBooks account"
  •  The dropdown menu used to allow me to select “Credit Card”, but now, it only shows “Other Current Liability” options, such as Payroll Liabilities.  I believe QuickBooks sees the credit card account as associated with the “First Citizens Commercial Advantage” web platform.  We no longer use that.  We use First Citizens Digital Banking now, but I think QuickBooks associates that web platform with the payroll account only for some reason.

 

Is there any way to change what i see in the drop down menu using QuickBooks?

 

Thank you.

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