AVOID IMPORT ERRORS: THE RIGHT WAY TO UPLOAD CREDIT CARD TRANSACTIONS TO COPYRIGHT

Avoid Import Errors: The Right Way to Upload Credit Card Transactions to copyright

Avoid Import Errors: The Right Way to Upload Credit Card Transactions to copyright

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Are you seeking to import credit card transactions into copyright? We are here to resolve you are problems and solution regarding to copyright desktop. Importing credit card transactions into copyright can help you track expenses, manage cash flow, and simplify financial reporting. In this segment we learn about how to import credit cards in copyright desktop and online, benefits of the transaction process, some tricks and tips.

Importing credit card statement and copyright is straightforward when you set up your bank feeds direct on your accounting software. Your also import credit card transaction by downloading a file direct from the bank website. After this you may need to import your bank credit card transaction and statements into the copyright desktop and online by scanning copies of the statement and transaction. Let’s start the process by following below steps-

How to import credit card transaction in copyright desktop and online

Step 1- selecting banking sector




      • First open your copyright account.




 



      • Go to the copyright software dashboard.







      • In listed you can find out transaction option click on it.




 



      • Now click on “bank transaction”.




Step 2- connect your credit card account

If you’re connecting first time your bank or credit card in copyright then you will see on screen allowing you to connect your account to copyright online. If you already connected then then it will directly taken you in to the banking center.



      • From banking center click on Link account button for connect a new credit card account.







      • Every details of your credit card such as name of card provider etc. have to fill in this section.







      • After selecting your card provider details, copyright displayed a new screen in which you have to login to my bank account.







      • copyright asked you to share your banking information with intuit. Click on ok button for confirmation.




Step 3- Set up the account in the chart of account.



      • Now you have to select appropriate credit card account from chart of account. If any account already created before it will show you here. This is the place where imported transaction recorded automatically in the account.







      • copyright shows you list of available account which is associated with your bank such as saving, credit card, checking.







      • If you have a new account then click on Add new.







      • Here you need to give information such as appropriate account and account name.







      • Select your starting date or the date you need to track your transaction.







      • Once done click on green button to save it.







      • After linking your credit card from your chart of accounts. Begin the importing transaction into the copyright by clicking green connect button.







      • After connecting credit card into the account all transaction will be automatically imported into the copyright on daily basis.




Read more: The Ultimate Guide to Importing Credit Card Transactions into copyright

 

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