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leighann.raines
January 3, 2022
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Can a credit card account be updated in QBO with a new card number and still retain historical classification and attached receipts? I lost all history and attachments.

  • January 3, 2022
  • 2 replies
  • 0 views
The bank replaced my business credit card with a new card due to fraudulent charges. When I followed the steps in QBO to deactivate the old account and add the new account, all historical transactions were re-synced. In the process, all historical transactions are now unclassified, and I have lost all attached receipts. What in the world can I do to not have to go through 557 transactions and reclassify and re-attach receipts?? Thank you for your help and insight.
Best answer by AlcaeusF

Hello @leighann.raines,

 

Welcome aboard to the Community. Allow me to step in and provide additional assistance with your concern about the Banking feature in QuickBooks.

 

When you reconnect a bank account using the new account number, QuickBooks download the last 90 days of transactions. Other financial institutions can go back as far as 24 months.

 

What you see in the For Review tab is redownloaded data. These are pending bank transactions that require your approval to be added to the system.

 

Since they are categorized already, there's no need to override the banking. I recommend you exclude the expenses to avoid duplicates and help ensure books are accurate.

 

Here's how:

 

  1. On the left navigation bar, click Banking.
  2. Choose the account.
  3. Go to the For Review tab.
  4. Select the checkbox of the transactions to exclude.
  5. Hit Exclude. 

 

I've also attached an article you can use to resolve specific bank errors in QuickBooks Banking: What to do if you get a bank error or can't download transactions in QuickBooks Online.

 

Drop me a comment below if you need more help managing your bank transactions or the downloaded data. I'll be happy to help you some more.   

2 replies

katherinejoyceO
katherinejoyceO
January 3, 2022

Thanks for coming here in the Community today, @leighann.raines. I'm here to share some insights about updating credit cards in QuickBooks Online. 

 

When you change your connected credit card details, you'll have to disconnect it to stop QBO from getting your transaction. 

 

However, you'll need to ensure to categorize your transactions in the For Review tab before disconnecting. This makes the old data remain in your Chart of Accounts. 

 

Here's how: 

 

  1. Go to the Banking tab on the left side. 
  2. Click For review button. 
  3. Add or Match the data and follow the on-screen instructions. 

 

Once done, all categorized transactions will be forwarded to the Categorized page and in your Register. 

 

Then, follow the complete steps in disconnecting or deleting accounts connected to online banking.

 

For your categorized transactions with attachments, I'd suggest you review them under the Categorized section. 

 

For future reference, visit this link to know about reconciling your transactions in QuickBooks Online. 

 

Let us know again if you have an additional concern about anything else in QuickBooks. Take care!

L
leighann.rainesAuthor
January 3, 2022

Hello @katherinejoyceO 

Thank you for your response.  Unfortunately the first link you sent is no longer active.  

I followed the procedure outlined and all previous transactions were categorized prior to disconnecting.

As I pull up various older transactions, they are categorized in the system, they just show up as "For Review" uncategorized with no attachments in the "Banking" section.  Is there any way to override the banking so it doesn't look like they all need to be reviewed again?    

 

Thank you again for your time.

 

Kind regards,

Leigh Ann

@katherinejoyceO wrote:

Thanks for us here in the Community today, @leighann.raines. I'm here to share some insights about updating credit cards in QuickBooks Online. 

 

When you change your connected credit card details, you'll have to disconnect it to stop QBO from getting your transaction. 

 

However, you'll need to ensure to categorize your transactions in the For Review tab before disconnecting. This makes the old data remain in your Chart of Accounts. 

 

Here's how: 

 

  1. Go to the Banking tab on the left side. 
  2. Click For review button. 
  3. Add or Match the data and follow the on-screen instructions. 

 

Once done, all categorized transactions will be forwarded to the Categorized page and in your Register. 

 

Then, follow the complete steps in disconnecting or deleting accounts connected to online banking.

 

For your categorized transactions with attachments, I'd suggest you review them under the Categorized section. 

@katherinejoyceO wrote:

Thanks for us here in the Community today, @leighann.raines. I'm here to share some insights about updating credit cards in QuickBooks Online. 

 

When you change your connected credit card details, you'll have to disconnect it to stop QBO from getting your transaction. 

 

However, you'll need to ensure to categorize your transactions in the For Review tab before disconnecting. This makes the old data remain in your Chart of Accounts. 

 

Here's how: 

 

  1. Go to the Banking tab on the left side. 
  2. Click For review button. 
  3. Add or Match the data and follow the on-screen instructions. 

 

Once done, all categorized transactions will be forwarded to the Categorized page and in your Register. 

 

Then, follow the complete steps in disconnecting or deleting accounts connected to online banking.

 

For your categorized transactions with attachments, I'd suggest you review them under the Categorized section. 

 

For future reference, visit this link to know about reconciling your transactions in QuickBooks Online. 

 

Let us know again if you have an additional concern about anything else in QuickBooks. Take care!



For future reference, visit this link to know about reconciling your transactions in QuickBooks Online. 

 

Let us know again if you have an additional concern about anything else in QuickBooks. Take care!

 

J
Juculina37
October 18, 2022

Solo quiero actualizar mi tarjeta de credito.

K
Kurt_M
October 18, 2022

Hola, @Juculina37. Te cubro las espaldas y puedo guiarte sobre cómo puedes actualizar tu tarjeta de crédito aquí en QuickBooks Online (QBO).

 

Como mencionó el representante anterior en el comentario anterior, si desea reemplazar los detalles de la tarjeta de crédito conectada en su cuenta QBO, primero deberá desconectarla para evitar que QuickBooks obtenga nuevas transacciones en sus fuentes bancarias. En caso de que tenga transacciones en su pestaña Para revisión, deberá categorizarlas antes de desconectar la cuenta. Las transacciones bancarias se convertirán en datos antiguos y permanecerán en su plan de cuentas.

 

Si no tienes transacciones bancarias pendientes, puedes proceder a desconectar la cuenta bancaria. Para comenzar, así es como:

 

  1. Accede a tu empresa de QuickBooks Online.
  2. Vaya a Contabilidad, seleccione Transacciones.
  3. Seleccione Banca, y luego haga clic en el mosaico de la cuenta bancaria.
  4. Haz clic en el ícono del lápiz, luego selecciona Editar información de la cuenta.
  5. Seleccione la casilla de verificación Desconectar esta cuenta al guardar. Un recordatorio, si QuickBooks está descargando nuevas transacciones, no verá esta opción. Espera unos minutos a que finalice la actualización e inténtalo de nuevo.
  6. Seleccione Guardar y cerrar.

Consulte esta página para obtener más información sobre el proceso: Disconnect accounts connected to online banking in QuickBooks Online.

 

Además, si desea actualizar su suscripción de facturación e información de pago. Puede lograrlo yendo a Cuentas y configuración. Ingresaré los pasos a continuación:

 

  1. Accede a tu empresa de QuickBooks Online
  2. Vaya al ícono de ajustes y luego seleccione Suscripciones y facturación.
  3. Seleccione la pestaña Detalles de facturación.
  4. Seleccione Editar información de facturación y actualice su información de pago.
  5. Esto abrirá la lista de Wallet, desde esta vista puede:
  • Edite el método de pago utilizado para la facturación de QuickBooks Online (fecha de vencimiento, dirección de facturación, nombre del titular de la cuenta)
  • Agregar un nuevo pago para usar en la facturación de QuickBooks Online
  • Cambie la facturación de QuickBooks Online al método de pago previamente almacenado

        6. Después de guardar su cambio, el método de pago se mostrará en la pestaña Detalles de facturación.

 

Visite esta página para obtener más información sobre el proceso: Update billing, subscription, and firm info in QuickBooks Online Accountant.

 

Además, tengo este artículo para ayudarlo más en la administración de transacciones bancarias en QBO: Categorize and match online bank transactions in QuickBooks Online.

 

También puede consultar esta página si desea obtener más información sobre cómo conciliar una cuenta:Reconcile an account in QuickBooks Online.

 

@Juculina37, siempre será un placer ayudarte con tu consulta. Si tiene más inquietudes relacionadas con QuickBooks, no dude en publicarlas aquí en el espacio de la comunidad para que podamos resolverlas. Siempre tendré tu espalda. Cuidate y que tengas un buen día.

Disclaimer: Please note that this post is originally written in English. I have translated this into Spanish using our translation tool.

Hi there, @Juculina37. I've got your back, and I can guide you on how you can update your credit card here in QuickBooks Online (QBO).

 

As the previous representative mentioned in the comment above, if you want to replace the connected credit card details in your QBO account, you'll have to disconnect it first to stop QuickBooks from getting new transactions to your bank feeds.  In case you have transactions in your For Review tab, you'll have to categorize them before disconnecting the account. Bank transactions will then become old data and remain in your Chart of Accounts.

 

If you don't have any pending bank transactions, you can proceed to disconnect the bank account. To begin, here's how:

 

  1. Access your QuickBooks Online company.
  2. Go to Bookkeeping, select Transactions
  3. Select Banking (Take me there), and then click the tile for the bank account.
  4. Click the pencil icon, then select Edit account info.
  5. Select the Disconnect this account on save checkbox. A reminder, If QuickBooks is downloading new transactions, you won't see this option. Wait a few minutes for the update to finish and try again.
  6. Select Save and Close.

 

See this page for more information about the process: Disconnect accounts connected to online banking in QuickBooks Online.

 

Also, if you want to update your billing subscription and payment information. You can achieve that by going to the Accounts and settings. I'll input the steps below:

 

  1. Access your QuickBooks Online company.
  2. Go to the Gear icon, and then select Subscriptions and billing.
  3. Select the Billing details tab.
  4. Select Edit billing information and update your payment info.
  5. This will launch the Wallet list, from this view you can:
  • Edit the payment method used for QuickBooks Online billing (expiration date, billing address, account holder name)
  • Add a new payment to be used for QuickBooks Online billing
  • Switch QuickBooks Online billing to previously stored payment method

       6. After saving your change, the payment method will be displayed on the Billing details tab.

 

Visit this page to learn more about the process: Update billing, subscription, and firm info in QuickBooks Online Accountant.

 

Additionally, I've got you this this article to help you more on managing bank transactions in QBO: Categorize and match online bank transactions in QuickBooks Online.

 

You can also check this page if you want to learn more about how to reconcile an account: Reconcile an account in QuickBooks Online.

 

@Juculina37, it'll always be my pleasure to help you with your query. If you have any additional QuickBooks-related concerns, feel free to post them here in the Community space so we can go and work them out. I'll always have your back. Take care, and have a nice day.

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