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July 2, 2025
Question

credit card expenses

  • July 2, 2025
  • 1 reply
  • 2 views

Hi, my credit card company says i am connected, but it does not export expenses into QB online. I did a manual export to a csv file and then requested upload into QB. It said it all worked yet i've gone into QB and the transactions do not appear anywhere. Any ideas please. I am on the basic subscription and I do not have any issues with transactions exporting from Natwest Bank Account. Thanks Tracey 

1 reply

QuickBooks Team
July 2, 2025

There are several reasons why transactions aren't importing into QuickBooks, Atherton.
 
First, your bank might be undergoing maintenance, which you can confirm by visiting your bank's website or directly contacting their support team.
 
Another possibility is that your transactions have been automatically categorised based on the bank rules you've set up in QuickBooks.
 
Since you mentioned that you manually upload your bank file, please ensure that you select the correct account during the upload process. For more information, refer to this article: Learn about account types and detail types in QuickBooks Online.

 
Also, to ensure your bank account and QuickBooks transaction match, you may refer to this article: Reconcile an account in QuickBooks Online.

 

If you have further questions or need help, please leave a comment below.