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M
mallabastro
December 20, 2020
Question

I received a new credit card on an existing account. I have added it but can't seem to link it to the old account. Any advice?

  • December 20, 2020
  • 1 reply
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My accountant said to "link" it to the old account, but I can only seem to add it as a subcategory of that account. Any advice would be appreciated!

1 reply

M
MirriamM
December 20, 2020

Thanks for reaching out to the Community forum, mallabastro.

 

Let me get the help you need in connecting a credit card in QuickBooks Online (QBO).

 

To get started, you'll have to determine how your bank sends the downloaded transaction. If the transactions download to one account, then only connect the parent account. But if the transactions download to the individual accounts, then you'll have to connect them both..

 

For more details, check this article: About Bank Or Credit Card Sub-account Setup.

 

You may also find this helpful: Connect bank and credit card accounts to QuickBooks Online.

 

Should you need further assistance, let me know by commenting below. I'm always around to help. Have a great day!

M
mallabastroAuthor
December 21, 2020

Thanks MirriamM.  I am still a bit confused though because the first explanation is referencing multiple credits cards, but I am trying to understand how to add a replacement card for the same account.  It is all the same login information, but the account number has changed as of a certain date.  Do I just add a new account from the start date or try to make a sub account?  Any thoughts would be appreciated.  

JessT
JessT
December 21, 2020

Hi mallabastro!

 

I'd be happy to clarify the process.

 

Since you got a replacement card, you'll want to unlink the previous connection. Then, link the new CC account to the existing CC register, so the transactions will just continue to post in there. However, you may also create a new CC register (account) where you link the card it depending on what you like. But before doing anything, please add or match any pending transactions in the For Review tab coz they will be gone after unlinking your account.

  1. Go to Banking on the left pane, then select Banking at the top.
  2. Choose your CC account and click Edit (pencil icon).
  3. Click Edit account info.
  4. In the Account window, check the box next to Disconnect this account on save.
  5. Click Save and Close.

 

For references about online banking, please check out this page: QuickBooks Q & A. Then, select Banking.

 

Please don't hesitate to go back to this thread if you have other questions about connecting your new CC account. Have a good one!

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