Skip to main content
July 22, 2022
Question

How to link a credit card to QB on the app

  • July 22, 2022
  • 1 reply
  • 0 views
Original commenter did not share additional details

1 reply

July 22, 2022

Hello there, @synchromanagemen.

 

Let me share information about linking a credit card account to QuickBooks mobile app.

 

Currently, there isn't an option to link a credit card or bank account through the mobile app. But don't worry, you can still connect your credit card account using your mobile phone. You'll just need to use a browser on your phone and log in to your QuickBooks Online account. From there, you can go to the Banking menu and add your credit card account. Here's how:

 

  1. Click Banking/Transactions from the left menu.
  2. From the Banking menu, click Connect account or Link account.
  3. Search the credit card name you'll want to link.
  4. Select Continue. Then sign in to your bank with your user ID and password. 
  5. Follow the on-screen instruction to complete the process.

 

I'm adding this article for more guidance: Connect bank and credit card accounts to QuickBooks Online.

 

Come back to this post if you're having trouble following the steps, @synchromanagemen. I'll be around to provide further assistance.

 

You may also want to utilize other features in the QuickBooks mobile app, such as mileage tracking and uploading receipts and bills. These articles will provide you the detailed steps and information:

 

 

Thanks for coming to the Community, wishing you continued success.