![]() Step 1 - File Selection: Select 'QuickBooks Transaction Type' as 'Credit Card Statement'. Click the Import button in the Dashboard screen or Import option from the File menu in the menubar to navigate to the File Selection screen of the Import Wizard ( Step 1 ). ![]() Once the payment feeds in from the bank to the checking account for review, it will create a match to the transfer instead of a new transaction.Īnd, it can create even more confusion if these duplications are only discovered after both accounts have been reconciled. Just follow a simple 3 step process to bulk import your file data to QuickBooks. You should make sure that the transfer button is checked whenever you are moving money between two synced accounts. ![]() There are three buttons on the bank feeds, 1) Add, 2) Match, or 3) Transfer. It’s easy to add this payment to the credit card register and put the other side as the checking account, instead of clicking the button “transfer”. Have you ever wondered why you sometimes have duplicate entries in your checking or credit card registers for transfers? When checking accounts, savings accounts and credit cards are synced to QBO and transfers are done between these synced accounts, it can cause duplicates when not added individually to the registers.įor example, when the payment for a credit card was made online, the payment on the credit card may appear in the credit card “For Review” banking tab a few days before the expense will appear in the Checking account “For Review” tab.
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