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January 12, 2024
Question

Best way to update credit card number

  • January 12, 2024
  • 1 reply
  • 0 views

We received a new credit card with a new number but has the same account linked to it. This credit card doesn't have any other features linked to it through QBO, like bill pay, or having statement automatically uploaded to QBO. I have read some other situations posted. But what is the best way to do this? Should i just edit the number to keep all the transactions that I have entered up until we have received the new cc number, or should I make a new credit card account with the new number and show the balance that was transferred from the old credit card number to the new credit card number?

1 reply

January 12, 2024

I'm here to help you enter the new credit card number to QuickBooks Online, @lesand87.

 

I understand the importance of seamlessly transitioning from the old credit card to the new credit card within QuickBooks Online (QBO) and ensuring that previous transactions from the old credit card are integrated with the new credit card transactions. I'm here to assist you in making this transition effective.

 

To update the new credit card in QuickBooks, you'll need to disconnect the old, connected credit card account and reconnect it. However, before disconnecting your online banking, please ensure that all transactions have been categorized. Otherwise, all uncategorized transactions will be deleted.

 

Here's how to disconnect your old credit card account: 

 

  1. Go to Transactions, then choose Banking.
  2. Click the tile for the bank account.
  3. Choose the pencil ✎ icon, then select Edit account info.
  4. Select the Disconnect this account on the save checkbox.
  5. Click Save and Close.

 

Once done, reconnect your new credit card account:

 

  1. Go to Transactions and choose Banking.
  2. Select Link account.
  3. In the search field, enter the name of your credit card.
  4. Click Continue. Then, enter your login credentials to your bank with your user ID and password.
  5. Follow the on-screen steps.
  6. Choose the accounts you want to connect, then select the account type ▼dropdown. Choose the account type that matches your chart of accounts in QuickBooks.

 

Here is an article for the detailed steps: Connect bank and credit card accounts to QuickBooks Online.

 

I'm also adding these articles for future reference. They can help you manage your transactions and bank accounts in QuickBooks Online:

 

 

Don't hesitate to click the Reply button below if you need further assistance managing bank accounts in QuickBooks Online. I'm always here to help. Have a great day.

January 20, 2025

I do not have Quick Books online