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ddm1118
January 16, 2020
Solved

I have a new credit card #. How do I get transactions downloaded?

  • January 16, 2020
  • 12 replies
  • 0 views
Original commenter did not share additional details
Best answer by IamjuViel

I can share additional information, @ddm1118.

 

Let's disconnect the old account and reconnect it with your updated information.

 

Here's how:

  1. Go to the Banking menu.
  2. Choose the Banking tab.
  3. Select the account you want to update.
  4. Click the Edit ✎icon.
  5. Pick Edit account info.
  6. In the Account window, select Disconnect this account on save.
  7. Select Save and close.

Once completed, let's reconnect the account with the new credit card number. Here's how:

  1. Click the Banking menu.
  2. Select the Banking tab.
  3. Choose the Connect Account button.
  4. Enter the bank account details.
  5. Click the Connect button.

 

You can also check out this article for visual guide: How to use Online Banking in QuickBooks Online.

 

I've added a handy article on what's next after connecting your bank account in QuickBooks:

 

Just hit the Reply button below if you have other concerns about managing your connected bank account. I'll be here should you need further assistance.

12 replies

IamjuViel
IamjuViel
January 16, 2020

It's great to have you here, @ddm1118.

 

Just to clarify, is the new credit card number a new account or a sub-account to your existing connected account? Just a heads-up, QuickBooks relies on how your bank shares your posted transactions with us.


If the new credit card is a new account, you can connect it directly to QuickBooks. Here's how

  1. Go to the Gear icon.
  2. Choose Chart of Accounts.
  3. Select New.
  4. In the Account Type drop-down, select the account type.
  5. In the Detail Type drop-down, select the type of account you want to create.
  6. If more than one choice appears in the Detail Type field, select the type of account you want to create.
  7. In the Name field, enter a name for the account.
  8. Click Save and Close.

However, if the new credit card is a sub-account to your existing connected bank account and the transactions are downloaded to one account, just connect the parent account. However, if the transactions were downloaded to the individual accounts, connect the sub-accounts.

 

Here's how to add a sub-account:

  1. Follow the procedure in the previous section to create a parent account.
  2. Ensure to mark the Is sub-account checkbox.
  3. Select the Enter parent account drop-down arrow.
  4. Choose the parent account.

You can read through this article for more detailed instructions: About bank or credit card sub-account setup.

 

Also, I've got these articles to help you manage your sub-accounts to break down your expenses and income:

Swing by here if you have other questions about managing your bank accounts in QuickBooks by leaving a comment below. I'm always here to help you out.

    ddm1118Author
    January 16, 2020

    This is a new CC # replacing the old, which was canceled.

    I don't think it's a "sub" account or a new account.

    I need help.

    IamjuViel
    IamjuVielAnswer
    January 16, 2020

    I can share additional information, @ddm1118.

     

    Let's disconnect the old account and reconnect it with your updated information.

     

    Here's how:

    1. Go to the Banking menu.
    2. Choose the Banking tab.
    3. Select the account you want to update.
    4. Click the Edit ✎icon.
    5. Pick Edit account info.
    6. In the Account window, select Disconnect this account on save.
    7. Select Save and close.

    Once completed, let's reconnect the account with the new credit card number. Here's how:

    1. Click the Banking menu.
    2. Select the Banking tab.
    3. Choose the Connect Account button.
    4. Enter the bank account details.
    5. Click the Connect button.

     

    You can also check out this article for visual guide: How to use Online Banking in QuickBooks Online.

     

    I've added a handy article on what's next after connecting your bank account in QuickBooks:

     

    Just hit the Reply button below if you have other concerns about managing your connected bank account. I'll be here should you need further assistance.

    ddm1118Author
    January 16, 2020

    The credit card was canceled & a new # issued.

    kathryno
    July 15, 2021

    This thread is pretty old, but its worth a shot.

    I followed the above instruction after replacing our card (was lost; new card had new number).

    But now theres a Balance tranfer in my review list for the previous balance. Is this a transaction that should be "excluded" as I can't transfer in and out of the same account? 

    AlcaeusF
    AlcaeusF
    July 15, 2021

    Thanks for joining this conversation, @kathryno.

     

    Since this is just a balance from your previous card, then yes! You can just select the Excluded option in the For Review list. Doing this will avoid any duplicates in your account.

     

    Here's how:

     

    1. In QuickBooks Online (QBO), go to the Banking menu at the left pane to get to the Banking page.
    2. Proceed to the For Review tab.
    3. Select the checkbox of the transaction(s) to exclude.
    4. Hit Exclude.

     

    If you're using QBO for Andriod or IOS, you may check out this article for the detailed steps on how to do it: Exclude a bank transaction you downloaded into QuickBooks Online.

     

    After that, you can then reconcile your account to make sure your bank and credit card statements are matched. Refer to this article for further guidance: Reconcile an account in QuickBooks Online.

     

    Please let me know if you have any other questions or concerns by leaving a comment below. I'm always here to answer them. Have a good one!

    moises-pontes
    January 4, 2023

    I have the same issue but my Quickbooks version is Desktop. How can I change the credit card account number on Quickbooks Desktop Pro 2021?

    Mark_R
    January 4, 2023

    Hello there, @moises-pontes.

     

    I'll share the steps for updating a credit card account number in QuickBooks Desktop (QBDT). 

     

    The process is the same with QuickBooks Online, you'll need to disconnect the connected credit card account and reconnect it to update its number. However, please know that QuickBooks won't let you disconnect an account if it has transactions left for review. You'll have to categorize them first before doing so. 

     

    Here's how to disconnect a credit card account in QBDT:

     

    1. Go to the Lists menu, then select Chart of Accounts.
    2. Find the connected credit card account, then right-click on it.
    3. Select Edit account, then click the Bank Feed Settings tab.
    4. Choose Deactivate All Online Services. 
    5. Click Save & Close. 

     

    Once done, you'll have to reconnect the account with the updated credit card number. To do so, you can follow the steps below:

     

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

     

    You may also want to reconcile your new credit card account in QuickBooks Desktop. Here's an article you can read for more guidance: Reconcile an account in QuickBooks Desktop. This will help make sure your QuickBooks transactions match your credit card statement.

     

    Come back to this post and let me know how it goes, @moises-pontes. The Community team and I are always here to provide further assistance.

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