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QBO 4 E EM 4 . 5 Credit Card.csV Required: First, download the csv file containing the credit card transaction information from the credit card

QBO 4E EM4.5 Credit Card.csV
Required:
First, download the csv file containing the credit card transaction information from the credit card company, and save
the file to your computer. You will upload this file into QBO.
If you are using Connect, select the link for the data file: QBO 4E EM4.5 Credit Card.csv.
If you are not using Connect, go to
www.my-quickbooksonline.com > select QBO 4e > QBO 4e Data Files >
select link to download QBO 4E EM4.5 Credit Card.csv.
Upload Credit Card Account Transactions to QBO.
a. From the Navigation Bar, select Banking > Banking tab
b. Select the Link account drop-down arrow > select Upload from file
c. Select Drag and drop or select files to select the file to upload > select File: QBO 4E EM4.5 Credit Card.csv >
Continue
d. Select QuickBooks Account: 2100 VISA Credit Card > Continue
e. Select Is the first row in your file a header? Yes
f. Select How many columns show amounts? One column
g. Select What's the date format used in your file? MMddyyyy
h. Select Date: Column 2: Transaction Date
i. Select Description: Column 4 Description
j. Select Amount: Column 5 Amount
k. Select Continue
I. Select The transactions to import: Select All > Continue
m. When asked, Do you want to import now?, select Yes
n. When Import completed appears, select Done
o. How many transactions were imported?
Note: Answer this question in the table shown below. Round your answer to the nearest dollar amount.
o. Number of transactions
imported were
Complete a Credit Card Account Bank Match.
a. From the Navigation Bar, select Banking
b. How many open items appear on the VISA Credit Card at the top of the screen?
Note: Answer this question in the table shown below. Round your answer to the nearest dollar amount.
c. Select Match for all Matching items
d. Now how many open items appear on the VISA Credit Card at the top of the screen?
Note: Answer this question in the table shown below. Round your answer to the nearest dollar amount.
e. What is the balance In QuickBooks displayed on your VISA Credit Card at the top of the screen?
Note: Answer this question in the table shown below. Round your answer 2 decimal places.
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