Skip to main content
May 15, 2023
Question

How do I add a credit card to banking?

  • May 15, 2023
  • 1 reply
  • 0 views
I have a replacement credit card for one that was lost.  how do I add the new number?

1 reply

Tori B
May 15, 2023

Good morning, @SewNiceLaura

 

Thanks for taking the time to reach out to the QuickBooks Community for support. I hope you're having a wonderful day so far. 

 

Connecting your new card to QuickBooks is easy as 1, 2, 3. I've included some steps to connect it below. 

 

  1. Go to Bookkeeping, Transactions, then select Bank Transactions.
  2. Click on Link account.
  3. In the search field, enter the name of your bank, credit card, or credit union. 
  4. Hit Continue. Then sign in to your bank with your user ID and password.
  5. Follow the on-screen steps. This might include security checks your bank requires. It could take a few minutes to connect.
  6. Select the accounts you want to connect, then click on the account type dropdown. Choose the account type that matches your chart of accounts in QuickBooks.

 

That should do the trick. Check out Connect bank and credit card accounts in QuickBooks Online for additional information about this process. 

 

Please don't hesitate to let me know if you have any questions or concerns. I'm always around to lend a hand. Take care! 

May 17, 2023

My question was misleading.  After talking to a QB CS help, I need to merge an old CC account with a new one.  The problem I have now is that my computer is old and until I get a new one, I am unable to merge them.  

thanks for your help. 

Laura