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You're reading from  Mastering QuickBooks 2024 - Fifth Edition

Product typeBook
Published inDec 2023
PublisherPackt
ISBN-139781835469958
Edition5th Edition
Concepts
Business Management
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Author (1)
Crystalynn Shelton
Crystalynn Shelton
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Crystalynn Shelton

Crystalynn Shelton is a licensed CPA and small business advisor specializing in financial accounting software training, coaching, and consulting. She has written two Amazon Bestsellers, Mastering QuickBooks 2020 and Mastering QuickBooks 2021. In addition to having experience as a small business owner, she has more than 20 years' experience in providing accountancy consultancy in the entertainment, oil and gas, education, and computer technology fields. Crystalynn is an Advanced Certified QuickBooks ProAdvisor and has taught accounting, bookkeeping, and QuickBooks courses for the last 12 years at the University of California at Los Angeles Extension. When she is not in the classroom, Crystalynn enjoys trying new restaurants and curling up with a good book!
Read more about Crystalynn Shelton

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Connecting credit card accounts to QBO

Similar to bank accounts, you can connect your credit card accounts to QBO. There are two ways that you can update QuickBooks with your credit card activity. You can connect your credit card account to QuickBooks so that transactions are imported automatically into QuickBooks. The other option is to upload transactions from an Excel spreadsheet. We will walk you through each process in more detail in the following sections.

Importing credit card transactions automatically

There are several benefits to importing your credit card transactions automatically. First, you will save a lot of time because you won’t have to manually enter transactions. Second, QuickBooks will be updated on a daily basis with the most recent credit card activity on your account. Third, it will be much easier to reconcile your credit card accounts.

Listed below are the steps required to import credit card transactions automatically into QBO:

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Mastering QuickBooks 2024 - Fifth Edition
Published in: Dec 2023Publisher: PacktISBN-13: 9781835469958
© 2023 Packt Publishing Limited All Rights Reserved

Author (1)

author image
Crystalynn Shelton

Crystalynn Shelton is a licensed CPA and small business advisor specializing in financial accounting software training, coaching, and consulting. She has written two Amazon Bestsellers, Mastering QuickBooks 2020 and Mastering QuickBooks 2021. In addition to having experience as a small business owner, she has more than 20 years' experience in providing accountancy consultancy in the entertainment, oil and gas, education, and computer technology fields. Crystalynn is an Advanced Certified QuickBooks ProAdvisor and has taught accounting, bookkeeping, and QuickBooks courses for the last 12 years at the University of California at Los Angeles Extension. When she is not in the classroom, Crystalynn enjoys trying new restaurants and curling up with a good book!
Read more about Crystalynn Shelton

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