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October 8, 2022
Question

How do I fix my bank account for a credit card whose number has changed?

  • October 8, 2022
  • 1 reply
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1 reply

MariaSoledadG
October 8, 2022

Let me guide you on how you can change your credit card if it's connected to QuickBooks, pe-atct-info.

 

When you want to change to a new credit card account that is connected to online banking, you can simply disconnect the old one. This stops QuickBooks from downloading new transactions. If you disconnect an account from online banking, your existing accounting data won't change. To do this, you can follow the steps below: 

 

  1. Go to Bookkeeping, select Transactions, then Banking (Take me there).
  2. Select the tile for the bank account.
  3. Select the pencil ✎ icon, then select Edit account info.
  4. Select Disconnect this account on the save checkbox. Note: If QuickBooks is downloading new transactions, you won't see this option. Wait a few minutes for the update to finish and try again.
  5. Select Save and Close.

 

Once done, you can reconnect the new credit card account with the new number. You can follow the steps found in this article: Connect Bank And Credit Card Accounts To QuickBooks Online.

 

Furthermore, QuickBooks automatically downloads the latest transactions once you connect your bank and credit card accounts. Learn how it adds and matches with those that you've already entered into QuickBooks. I've got this article for your reference: Categorize And Match Online Bank Transactions In QuickBooks Online.

 

Fill me in and keep in touch if you have any concerns with your bank. The Community is always here to make sure everything is covered.