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April 4, 2021
Question

Why, when I connect my business bank card to QB, my line of credit account linked with that card does NOT come up! -why not? - my only option is a savings account that I never use - how do I connect the main account?

  • April 4, 2021
  • 1 reply
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1 reply

April 5, 2021

Hi geoffchrysler79,

 

 

It's important you're able to connect your credit card account to QuickBooks so you can automatically sync your transactions. I'd be happy to give you a hand so you can get back to doing what you love. I'd be happy to help you with this. 

 

I encourage you to try linking a bank card using a private/incognito window. If you're still not seeing the account as an option, I encourage you to follow the steps here:

  1. Select the profile ⚙ icon and then Bank accounts.
  2. Type your bank into the search box.
  3. Select Request support for your bank.
  4. Enter the bank name and URL.
  5. Select Request.

I also suggest checking out this article here with more info on how to manually import your transactions into QuickBooks. 

 

Give this a try and if you have questions, feel free to reach back to me in the comments below. I've got your back. 

 

 

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