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November 28, 2023
Question

How do I link my credit card account in QB with my issuer. I cannot find the Link button at all, even though it is there for bank accounts, not credit card accounts.

  • November 28, 2023
  • 1 reply
  • 0 views
I recently moved from desktop to online QB mainly because QB demands a ransom for my desktop  even though I had fully paid when I bought it. The data transfer was smooth, but I cannot link  my cc acount to my issuer to download new transactions.

1 reply

Rubielyn_J
November 28, 2023

Hello there, @SSWAMY.

 

I acknowledge the importance of seamlessly connecting your credit card account with your issuer to manage your transactions efficiently. Rest assured, I'm here to share information to resolve your concern.

 

If you haven't seen the Link button, you can enter and select the URL or name of your bank in the Search field. If you can’t find your credit card, you can manually upload transactions instead.

 

Can you also inform me about the financial institution you are using? Any additional information you can provide would be greatly appreciated. This way, I can offer you precise steps and accurate information to resolve this matter.

 

Once done, you can review and categorize the downloaded bank transactions to ensure they are accurately categorized. This helps you maintain precise organization within your charts of accounts.

 

Keep in touch if you have further queries about linking your credit card account to QBO. I'm here to assist you in effectively managing your bank account.

SSWAMYAuthor
November 29, 2023

This thing is most bizarre. My company has a checking and a saving account with a bank.

It also has a Capital One credit card. I was using QB desktop until your company said that I needed to pay $600.00 per year for the privilege of linking. I switched to QB online two months ago. The data migration was painless and all by accounts including the Capital One account migrated to QB Online. When I went to Chart of accounts  it showed ALL the accounts and I could see the old transactions in individual registers. I went to the transactions menu I saw only the checking and saving account, not the credit card account. The Checking and Savings linked with no hassle. But then, there is no link button do the same with Capital One. Its NOT THERE anywhere. Isn't that bizarre? I now seem to have to manually enter all credit card transactions. I might as well keep them in Excel instead of using QB!

November 29, 2023

@SSWAMY 

Which QB Desktop year version did you use? QBD 2023 Pro Plus for single user?