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August 1, 2023
Question

Hi id like to link my credit card to quickbooks and it says i need to upgrade ?? Also id like to unlink and relink my bank . because right now it doesnt show 2022 earnin

  • August 1, 2023
  • 1 reply
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*right now it only shows my 2023 bank stuff  and not my 2022 bank stuff. Ive tried downloaded 2022 bank statements into qquickbooks but i cant switch the pdf form to the form that quickbooks asks for.  

1 reply

August 1, 2023

Hi danielanaomibaut,

 

Thanks for reaching out here.  Connecting your bank and credit card accounts to QuickBooks Online is a time saver.  I'd be glad to assist!

 

With regards to the 'upgrade' message, I suggest reviewing your company information to ensure the required fields are complete.  It's essential that your full business address and phone number are applied.  Here's how;

1. Open your Settings ⚙ and select Account and Settings

2. Click on the Edit in the Contact Info section

3. Complete the required fields

4. Hit Save and then Done

 

To ensure you have historical transactions, you'll need to manually upload them.  Some banks only allow up to 120-days of transactions, so disconnecting your bank may not allow items dating back through 2022.  These should be downloaded from your bank's website in .CSV or .QBO format.

 

Please don't hesitate to contact us, if you require additional assistance.  It would be our pleasure to work with you in real time, and ensure you're able to accomplish your QuickBooks goals as soon as possible!

 

Schedule a Callback or start a Chat: click (?) Help in the upper right in QuickBooks Online > enter "Contact support" > hit Contact Us > provide a brief summary of your situation > hit Let's Talk > choose Get a callback or Start a Chat.

Social Media: Facebook, Twitter, and Instagram.

Support hours are from Monday to Friday between 9 a.m. and 8 p.m. ET.

 

If you have any other questions, feel free to reach back out.  We'd be happy to help!