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July 25, 2021
Question

Trying to reconnect my credit card account with no luck. Drop down in register has no bank connect tab. CC account does not show up on dashboard to link account.

  • July 25, 2021
  • 1 reply
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1 reply

July 25, 2021

Hello there, @tntoaz. I'm here to assist you.

 

Let's make sure you'll reconnect your credit card account successfully.

 

Once a credit card account is connected to QuickBooks, we can manually update or disconnecting and reconnect the bank only from the Banking page. The Connect bank option from the register is applicable for the Bank account type.

 

When your bank feed has stopped downloading your transactions, we can manually update it. This is to refresh the connectivity between your credit card account and QuickBooks. Here's how:

 

  1. Go to the Banking menu.
  2. Within the Banking tab, highlight the credit card account.
  3. Then, select Update.

If the same thing happens, you can disconnect the account and reconnect it using the new bank information.

 

  1. Go to the Banking tab and pick the account you want to update.
  2. Hit the Edit ✎icon.
  3. Select Edit account info.
  4. In the Account window, tap Disconnect this account on save.
  5. Choose Save and close.

 

Once disconnected, here's how you can reconnect the account:

 

  1. Still, within the Banking tab, click the Link account button.
  2. Search the correct account. You can also enter your bank's URL to easily find it.
  3. Enter the credit card account details.
  4. Then, hit the Connect button.

 

If you're asked to update your credit card information, you can do it by clicking the Edit ✎ icon in the tile for the credit card account from the Banking page. Then, select Edit sign-in info. and update your account info. Once done, hit Save and connect

 

I've collected some articles for additional insights about handling and organizing bank transactions in QBO:

 

 

I'll be around if you need more help with bank data in QuickBooks. Take care and stay safe always!

July 27, 2021

Hi tntoaz,


Hope you’re doing great. I wanted to see how everything is going about reconnecting your credit card account. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at anytime.


Looking forward to your reply. Have a pleasant day ahead!