Entering imported credit card transactions

Follow the instructions in this topic to enter credit card transactions directly into the bank register.

Note:

  1. From the > Manage menu, click Bank Register.
  2. In the Bank Account field, select the credit card account you want to enter transactions for.
  3. Click Import.

A list of imported credit card items will display.

  1. Select credit card items to add to the bank register.
  2. Change the account from the default charges account to the correct charge account.
  3. Verify the department is correct.
  4. Click Save.