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December 8, 2023
Question

How do I change the details of a credit card provider on qbo?

  • December 8, 2023
  • 1 reply
  • 0 views
this is a question about me showing payments to the business credit card. but the business card provider need to be changed on qbo. it is not listed on suppliers list so I do not know where else to check. Can you tell me where I can access the credit card account provider change of name screen?

1 reply

December 8, 2023

Hi there, fallonheatservic.

 

I want to ensure you get the help you need about changing the details of a credit card provider.

 

If you want to update the bank information of the account you use for the credit card payment, you can edit it on the Banking page.

 

Here's how:

 

  1. Click Banking from the left menu.
  2. Select the Edit ✎ icon for the bank account you want to update.
  3. Choose Edit account info.
  4. Enter your updated bank info.
  5. Click Save and connect.

 

Meanwhile, to assign your credit card provider for your credit card payment, you'll have to create a supplier profile. By doing this, it will appear on your supplier's list. To do this, here's how:

 

  1. In the left menu, choose Expenses.
  2. Go to the Suppliers tab.
  3. Select New supplier.
  4. Complete the fields in the Supplier Information window.
  5. Select Save.

 

However, if you mean something else, please let me know by commenting below and providing additional information. 

 

If you need to view a snapshot of your business, you may want to run reports. You can refer to this article to learn more about reports and how to use them: Run reports in QuickBooks Online.

 

If you have any other questions or concerns regarding QuickBooks, please don't hesitate to ask. I'm always here to help. Have a wonderful day!