Link credit card

It's a pleasure to assist you with linking your credit card account to QuickBooks Online (QBO), sineanois.

When you connect your credit card account, bank transactions will download automatically. You'll only need to review and approve them to avoid duplicates.

To get started, kindly follow these detailed steps:

1. Sign in to your QBO account.
2. Go to the Transactions tab and select Bank Transactions.
3. Click the Connect Account button.
4. Search for your bank name or URL.
5. Enter your bank login info, then click Continue.
6. Follow the on-screen steps to link your credit card account.

For step-by-step guidance, please refer to this article: Connect bank and credit card accounts to QBO.

Moreover, once bank transactions are downloaded, you can categorise them to ensure they're allocated to the correct accounts within QBO.

I'm more than happy to assist with any additional questions about linking credit card accounts in QBO. Take care.