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Can't wrap my head around importing bank statements and corporate credit card transactions.

edited Dec 17, 2025 6:52PM in Ask A Guru 11 comments

I've been trying for two days to get bank statements and corporate credit card statements/transactions imported. There seems to be several ways to do it. While having a bank feed would be ideal, we are waiting on an update from our bank to help us get connected. But in the meantime I wanted to train our accounting team to log into our online banking, download an QBX or OFX (or whatever) and import the transactions. Same for our credit card provider (log in, download transactions, import). This includes employees who use corporate cards for travel

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