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AquaTerra Coaching LLC
June 1, 2025
Solved

Quickbooks technical problem

  • June 1, 2025
  • 1 reply
  • 0 views

I had to get a new business credit card due to fraudulent activity.  New card is active, but not linked to Quickbooks.  Trying to connect the new card to my QBs acct, but final step on QBs does not working - "Save" button is greyed-out.  Cannot continue past that screen.  

Best answer by MsNorthPND18

Based on your screenshot, @AquaTerra Coaching LLC, it appears that the credit card account isn't disconnected from QuickBooks Online.

 

To update this connectivity, you must first disconnect your previous credit card in QuickBooks Online (QBO) before you can reconnect it using the new credit card credentials. Ensure that all legitimate transactions have been categorized, added, and matched before unlinking your card.

 

First, switch your account view to Accountant to follow the steps outlined below. Go to the Gear/Settings icon and click Switch from Business view to Accountant view:

 

  1. Navigate Transactions and then go to Bank transactions.
  2. Select your card/bank and click the Pencil icon.
  3. Choose Edit account info.
  4. Tick Disconnect this account on save box and select Yes.
  5. Hit Save.

 

 

Once completed, proceed to reconnect your new card and link it to the same credit card account in QBO. By doing this, the transactions will be placed under the same register as the previous card.

 

Feel free to post here again if you have further questions regarding your credit card account connection or banking transactions.

1 reply

MsNorthPND18
MsNorthPND18Answer
June 1, 2025

Based on your screenshot, @AquaTerra Coaching LLC, it appears that the credit card account isn't disconnected from QuickBooks Online.

 

To update this connectivity, you must first disconnect your previous credit card in QuickBooks Online (QBO) before you can reconnect it using the new credit card credentials. Ensure that all legitimate transactions have been categorized, added, and matched before unlinking your card.

 

First, switch your account view to Accountant to follow the steps outlined below. Go to the Gear/Settings icon and click Switch from Business view to Accountant view:

 

  1. Navigate Transactions and then go to Bank transactions.
  2. Select your card/bank and click the Pencil icon.
  3. Choose Edit account info.
  4. Tick Disconnect this account on save box and select Yes.
  5. Hit Save.

 

 

Once completed, proceed to reconnect your new card and link it to the same credit card account in QBO. By doing this, the transactions will be placed under the same register as the previous card.

 

Feel free to post here again if you have further questions regarding your credit card account connection or banking transactions.

    A
    AquaTerra Coaching LLCAuthor
    June 1, 2025

    Thanks, MsNorthPND18 - that seems to have solved the problem.  If I may suggest, send a message upstream to the WebDev team to work on making things easier for the CUSTOMER, not the back-end engineering.  Dealing with something like this shouldn't be buried in alternative universes (i.e., I should NOT have to leave my account page to fix something with my account!).  

     

    Take care!

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