Setting up credit card transactions

• 15/01/2026
• 1 minut at læse

Before you can start working with credit card transactions, you must set up automatic import of credit card transactions from banks.

Set up a workflow

• Set up automatic import of credit card transactions, see Automatic import of credit card transactions.

• Set a vendor as posting account type on credit card transactions, see Use a vendor as posting account type on credit card transactions.

• Add one credit card to multiple expense users, see Add one credit card to multiple expense users.