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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 E EM 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 E EM Credit Card.csv
If you are not using Connect, go to
wwwmyquickbooksonline.com select QBO e QBO e Data Files
select link to download QBO E EM Credit Card.csv
Upload Credit Card Account Transactions to QBO.
a From the Navigation Bar, select Banking Banking tab
b Select the Link account dropdown arrow select Upload from file
c Select Drag and drop or select files to select the file to upload select File: QBO E EM Credit Card.csv
Continue
d Select QuickBooks Account: 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?
h Select Date: Column : Transaction Date
i Select Description: Column Description
j Select Amount: Column 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 decimal places.
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