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enzo73
June 24, 2022
Question

Old Credit Card account [CLOSED] , not updating new account

  • June 24, 2022
  • 1 reply
  • 0 views

Using QBSE and had my Chase credit card account closed for fraud and reissued a new card/number.  QBSE shows old account as [CLOSED} but will not update new card transactions even though the bank connector window shows the new account connected. Also, the box for updating new account information is checked. Additionally, it will not let me manually update transactions because it says these transactions have already been recorded.

 

I've tried chat and disconnected. I've tried call back and the person couldn't understand my issue (and english).

Any help greatly appreciated. thnx

1 reply

G
Giovann_G
June 24, 2022

I'll ensure that your most recent transactions are in your QuickBooks Self-Employed account, enzo73.

 

Since the old credit card account was closed but not disconnected due to fraud, the older transactions may have already been downloaded. As a result, when you set up a new connection using the reissued credit card, you were prompted to confirm that these transactions had been recorded.

 

Let's check the Transactions page to see if there are new transactions. You can use the filters, including the date, to validate the data.

 

If it wasn't there or the bank feeds didn't sync, use the Refresh All button to recover missing new entries.

 

Here's how:

 

  1. Go to the Gear icon.
  2. Choose Bank Account.
  3. Click Refresh All.

 

You can hide transactions from your old credit card account if you no longer want to see them. This prevents QuickBooks from downloading new transactions and allows you to keep all existing data:

 

  1. Open QuickBooks Self-Employed in a web browser.
  2. Select the profile ⚙ icon and then Bank Accounts.
  3. Find the account you want to hide.
  4. In the Show Account section, hit the radio button to toggle to OFF.

 

If everything is fine and transactions are still not updating, you can manually add them by importing them into QuickBooks Self-Employed. Check out this article for a complete guide: Add older transactions to QuickBooks Self-Employed.

 

Once transactions are inside QuickBooks, you can categorize the transactions to ensure your financial records are correct. Refer to this resource for more information: Categorize transactions in QuickBooks Self-Employed.

 

Do you have any additional questions? Please let me know, and I'll gladly provide some guides about Bank Feeds or any other QuickBooks features.

E
enzo73Author
September 17, 2022

Sorry but this is very frustrating.  This does not solve the problem.  MY credit card account window still only shows the [CLOSED] account.  It shows a balance of -$11,000 which doesn't mach anything. My transaction data is only in QBSE up until April this year.  When I try to reconnect to CHASE bank, the new card number is not even available.  Can I recieve advanced assistance on this issue?  Impossible to run my business this way.....

Rubielyn_J
Rubielyn_J
September 17, 2022

I would feel the same way if something isn't working that could impact my daily productivity, @enzo73.

 

Since the issue persists after refreshing your bank feeds, I suggest contacting our QuickBooks Self-Employed support care and have advanced assistance. They have the tools to check your account and can provide additional fixes. 

 

Here's how:

 

  1. In your QBSE account, click the Assistant menu.
  2. Type in Talk to a human.
  3. Enter a brief description of your concern.
  4. Select I still need a human.
  5. Choose to Get a callback.

 

In case you need help categorizing your transactions in QuickBooks Self-Employed, you can refer to this article for your reference: Updates to expense categories in QuickBooks Self-Employed. This will guide you on how to report your self-employed income and expenses.

 

Feel free to comment below if you have issues with your old credit card. I'll be happy to help always. Keep safe and take care!

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