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A
arkvalleyinfo
December 11, 2018
Question

Update credit card number

  • December 11, 2018
  • 9 replies
  • 0 views
I had to get a replacement for my credit card.  How to I update the credit card number for online banking so that I can download my transitions?

    9 replies

    A
    arkvalleyinfoAuthor
    December 11, 2018
    How do I change my Credit card number on the QB account???
      B
      Bovier1
      September 6, 2019
      Do I just type in the credit card information here?
      @arkvalleyinfo wrote:
      How do I change my Credit card number on the QB account???
      AlcaeusF
      AlcaeusF
      September 6, 2019

      Thanks for joining this conversation, Bovier1.

       

      When online services are activated for an account, you'll need to disconnect the old one from QuickBooks first, then reconnect again using the replacement (new).

       

      The ability to change it right away is unavailable because it is part of the information required for the system to connect to the correct account at your financial institution (FI).

       

      To disconnect:

       

      1. Go to the Lists menu located at the top to get to the Chart of Accounts. 
      2. Right-click the credit card account that needs to be deactivated then pick Edit Account. 
      3. Now go to the Bank Feeds Settings tab and select Deactivate all online services. 
      4. Once done, hit OK and Save.

       

      After that, reconnect again using the replacement credit card information. Here's how:

       

      1. Go to the Banking menu at the top to get to the Bank Feeds and Set Up Bank Feeds for an Account. 
      2. In the Enter your Bank’s name field, type the name of your FI.
      3. Choose which FI to add to QuickBooks in the Link your Accounts screen.

       

      For additional resources, consider checking out this article: Set up or edit bank accounts for Bank Feeds in QuickBooks Desktop.

       

      Please reach out to me if you have any other issues or concerns. I'm always here to help. Have an amazing rest of the day!

        S
        SkinnyRaven
        December 11, 2018

        You should see this in the first window after selecting edit account.

        L
        lrennie3400
        December 11, 2018
        It would be helpful to know what screen you're discussing and how to navigate to it
        S
        SkinnyRaven
        December 11, 2018
        Right click on the account in question, from the online settings tab select not enabled. Make you additional edits, repeat your original process for online banking setup.
        A
        arkvalleyinfoAuthor
        December 11, 2018
        can't find online settings tab
        T
        Timberlaketopic
        February 2, 2022

        Ok I want to change the payment method. Tells me to go to settings, then account and settings, then to select billing and subscription. Where do I find this 

         

        G
        GRANNA9
        August 5, 2020

        OLD CREDIT CARD ENDING IN 2488 NEEDS TO BE UPDATED

        NEW VISA NUMBER IS [credit card number removed]

        [CC expiry date removed]

        [CVV removed]

        PLEASE EMAIL ME TO CONFIRM YOU UPDATED THIS NEW CARD

         

        THANK YOU

        [full name removed]    [business name removed]

        [business address removed]

        [email address removed]

        M
        mv32
        August 5, 2020

        Hi @GRANNA9.

         

        Currently, we're unable to update your credit card info here in the Community. Instead, I'd suggest logging in to camps.intuit.com so that you can change the Credit Card Information there.

         

        Here's how:

        1. Find your app or subscription in the Products & Services list.
        2. Select Details.
        3. In the Billing Information section, find Payment Method, then select Edit.
        4. Update your information.
        5. Select Save and Close.

         

        There you can update the credit card info as a Primary contact for your QuickBooks account.

         

        For more details on how to use CAMPS to get familiar with the features available in QuickBooks, you can check this article: QBDT Self-Help.

         

        In case you need help that starts with "How to do" questions, you can check this page as your reference: QBDT Self-Help.

         

        Keep me posted if you need further assistance. I'll be around to help. Stay safe!

        B
        BJBlanton82 Tax1
        September 13, 2021

        I need to update credit card information so I can pay from payroll program renewal. Please do not cancel my subscription until I have done this.

        C
        Cubemtn
        October 7, 2021
        @arkvalleyinfo wrote:
        I had to get a replacement for my credit card.  How to I update the credit card number for online banking so that I can download my transitions?

         

        M
        MirriamM
        October 7, 2021

        Hello there, @Cubemtn.

         

        I'm here to lend a hand in updating your credit card information for online banking,

         

        As mentioned by my colleague FritzF, you'll need to disconnect the old account and reconnect the replacement when online services are activated. Since there's no option to update it right away. 

         

        To do this, here's how to disconnect:

        1. Go to the Lists menu at the top.
        2. Select Chart of Accounts. 
        3. Locate the credit card account that needs to be activated, then right-click. 
        4. Choose Edit Account. 
        5. Go to the Bank Feeds Settings tab
        6. Choose Deactivate all online services. 
        7. Click OK and Save.

         

        Once done, reconnect the credit card account using the replacement card.

        1. Go to the Banking menu at the top.
        2. Select Bank Feeds.
        3. Choose Set Up Bank Feeds for an Account. 
        4. Type the name of your Financial Institution (FI) in the Enter your Bank’s name field.
        5. Choose which FI to add to QuickBooks in the Link your Accounts screen.

         

        For more information about this process, see this article: Edit Bank Feed settings for bank or credit card accounts. It contains other details about changing your login and info about your bank account.

         

         

        Then, once your bank transactions download, see this resource: Add and match Bank Feed transactions in QuickBooks Desktop. It will help you in managing your bank transactions. 

         

         

        You can count on me if there's anything else you need. Have a nice day, @Cubemtn.

        E
        ending 9600
        October 25, 2021
        @arkvalleyinfo wrote:
        I had to get a replacement for my credit card.  How to I update the credit card number for online banking so that I can download my transitions?

         

        MichelleBh
        MichelleBh
        October 25, 2021

        Thanks for joining on this thread, @ending 9600.

         

        Glad to hop in and provide some insights about updating credit card information for online banking in QuickBooks Desktop. This way, you can download the transactions to the updated card.

         

        Since you copied Cubemtn's question, I assume that you have the same issue. With this, I'd recommend following the steps provided by MirriamM above. You may also see the attached screenshot shared by Fritz regarding updating the credit card number for further reference.

         

        If you have any additional questions not already mentioned in the feed, don't hesitate to add them in the comment section below so I can help you. 

         

        In case you'd encounter any problems with your banking transactions in the future, you can always check these articles on how to fix them:

         

         

        Let me know if you have any further questions by hitting that Reply button below. I'm here as your number one asset for QuickBooks. Keep safe, ending 9600.

        G
        Gr16
        November 12, 2021

        How can I update credit card number pls?

        E
        Ethel_A12
        November 12, 2021

        Thank you for posting here in the Community, @Gr16.

         

        Let me guide you in adding new credit card information to your QuickBooks. I'll make sure you'll be able to add the details of the new credit card.

         

        If you want to change the billing information with the new credit card details, follow the steps below.

         

        Here's how:

         

        1. Login to camps.intuit.com. Or learn more about signing in.
        2. Find your app or subscription in the Products & Services list.
        3. Click Details.
        4. From the Billing Information section, look for Payment Method, then choose Edit.
        5. Update your information.
        6. Hit Save and Close.

        Or, if you want to change the online banking information, you can disconnect and reconnect with the new credit card account.

         

        Follow these:

         

        1. Go to Lists, then choose Chart of Accounts. 
        2. Find the connected credit card account, then right-click on it.
        3. Select Edit account.
        4. In the Edit Account window, click the Bank Feed Settings tab.
        5. Tick Deactivate All Online Services. 
        6. Hit Save & Close. 

         

        Next, reconnect the account with the correct credit card number: 

         

        1. Go to Banking.
        2. Choose Bank Feeds.
        3. Click Set Up Bank Feeds for an Account.
        4. Follow the on-screen prompts to connect the credit card account again.

         

        Continue reconciling your accounts once you've finished. If you're having trouble with the process, I'd suggest reading this article: Reconcile accounts in QuickBooks Desktop.

         

        If you have any further problems with adding a new credit card, let me know by adding a reply below. You can put them below, and I'll get started right away. I hope you're having a wonderful week so far.

        R
        rwfthird
        December 17, 2023

        I replaced one of the credit cards used online and I need to update the card with new numbers ASAP

        Thanks 

        RW Fullerton 

         

        E
        Ethel_A12
        December 17, 2023

        Hello there, @rwfthird.

         

        I'll help you update your credit card information in QuickBooks Desktop.

         

        If you are using the credit card for the billing account of your QuickBooks account, follow the steps below.

         

        Here's how:

         

        1. Login to camps.intuit.com. Or learn more about signing in.
        2. Find your app or subscription in the Products & Services list.
        3. Click Details.
        4. From the Billing Information section, look for Payment Method, then choose Edit.
        5. Update your information.
        6. Hit Save and Close.

         

        If you want to change your banking information in QuickBooks, disconnect and reconnect with the new credit card account.

         

        Follow these:

         

        1. Go to Lists, then choose Chart of Accounts.
        2. Find the connected credit card account, then right-click on it.
        3. Select Edit account.
        4. In the Edit Account window, click the Bank Feed Settings tab.
        5. Tick Deactivate All Online Services.
        6. Hit Save & Close.

         

        Next, reconnect the account with the correct credit card number: 

         

        1. Go to Banking.
        2. Choose Bank Feeds.
        3. Click Set Up Bank Feeds for an Account.
        4. Follow the on-screen prompts to connect the credit card account again.

         

        For future reference, you can click this link search for common questions and topics about banking in QuickBooks Desktop: Banking FAQs.

         

        Don't hesitate to click the Reply button below if you have questions about managing banking details in QuickBooks Desktop. I'm always here to help. Have a great day.

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