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john-jchartman
June 28, 2024
Question

Adding/changing a credit card account in QB.

  • June 28, 2024
  • 1 reply
  • 0 views

I have tried several times over the past two weeks to change a credit card connection with Chase Bank in QB so that I can download transactions, etc. The chase connection has worked for years and two of my cards with them connect fine. One card was recently reissued and I cannot get the change to be accepted by QB.

I have been on the phone with QB support and Chase Bank. Intuit makes the connection and sees the changes and even puts up a blurb saying everything is fine. QB, however, has an issue and will not see or accept the changes from intuit.

Needless to say that after being ripped off for more than double the annual QB fee, QB doesn't perform.

 

1 reply

K
KayePe
June 28, 2024

I understand you need detailed instructions about managing your bank account in QuickBooks Desktop (QBDT) after your card is reissued. Let me guide you to fix this concern.

 

When you're re-establishing the connection to your credit card account in QBDT, it's crucial to verify that the account type is correct and that your login details are accurate. You can find the account type at "FI Account type" in QuickBooks with the following mappings:

 

Checking               Bank

Savings                   Bank

Money Market       Bank

Line of Credit        Bank   

Credit card            Credit card

Line of Credit        Other current liability

 

After confirming the account types, I recommend reconnecting the bank account by following these steps:

 

  1. In Banking, go to Bank feeds.
  2. Click Set up Bank Feeds for an account and Enter your Bank's name field.
  3. After that, choose your bank.

 

 

Additionally, you can refer to the attached link for more detailed instructions on connecting a bank or credit card account to QBDT: Set up or edit bank accounts for Bank Feeds in QuickBooks Desktop.

 

If your bank transactions are already synced in QBDT, you can proceed with reconciling your account to ensure the accuracy of your books.

 

Once you've completed the connection and reconciliation, please let me know if you require further assistance with managing your credit card account in QBDT. I'm here to help.

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