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ajbettencourt
March 25, 2025
Question

Credit card account transactions - downloaded wrong account

  • March 25, 2025
  • 1 reply
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I have a CC account that has two employee cards. The online portal shows the two cards and an "Accounts Payable" account. Somehow in QB I linked one of the employee cards to the data feed, instead of the Accounts payable account. As such, there are no payments showing in my account data downloads.  Also, the card company sent some checks that we used and those are not showing up either. This has created a bit of a mess.  My question is how do I remedy this. Can I simply disconnect the bank feed and then reconnect and link it to the accounts payable account? Would doing so create a bigger mess than I already have? Any guidance here greatly appreciated.

 

John B.

1 reply

T
TrixieD
March 25, 2025

Yes, you can apply the troubleshooting steps you mentioned by disconnecting and reconnecting, ajbettencourt. I'd be glad to discuss the details of this matter further with you.

QuickBooks will automatically download transactions from the last 90 days in the program. For transactions that are not showing up, you have the option to manually upload them.

On the other hand, you can disconnect and reconnect your bank account. But we need to ensure that the transactions under the "For Review" tab are accurately categorized, as they will disappear if you disconnect it directly.

Here’s how to disconnect an account from online banking:

  1. Go to Transactions, click Bank transactions.
  2. Choose the right account.
  3. Select the pencil icon and then Edit account info.
  4. Click the Disconnect this account on save checkbox.
  5. Save and Close.

Reconnect bank account:

  1. Go to Transactions, then select Bank transactions.
  2. Click Link Account and then enter the URL or name of your bank in the Search field and select the right one.
  3. Enter your credentials and click Continue.
  4. Select the correct account and enter a date to pull up transactions from the dropdown ▼. Then, click Next.
  5. You can only download the last 90 days of transactions. You may also manually upload transactions if it already passes 90 days.
  6. Select the Account type ▼ dropdown, then Next.

For more details, about connecting your bank account, you can check this article: Connect bank and credit card accounts to QuickBooks Online.

Additionally, I'm adding this article: Reconcile an account. To help you ensure that your bank and QuickBooks balance are accurately match.

Feel free to notify us by clicking the Reply button if you have additional questions about connecting credit card accounts. The Community will respond to you as soon as possible.

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