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How to use your QBO Credit Card in DEAR like all other bank account :-)

started a topic over 6 years ago

1- Create your credit card in QBO and use your bank connexion to auto-sync transactions into your QBO account like other bank account.


2- Sync DEAR/QBO


3- Go back to QBO and change the account type to BANK


4- Sync DEAR/QBO (Your CC now show up in BANK)


5- Go back to QBO again and switch back to Credit Card type of account


6- Sync DEAR/QBO (Your CC now STAYS in BANK account list


7- Now if you create a bank transfer from a bank account to DEAR or a transaction in DEAR, it will sync in QBO and MATCH auto-sync transaction for reconcilation.


Cheers :-)

  • Hello,


    Could you please send these questions to support@dearsystems.com


    Regards,

    Rodney. 

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