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May 12, 2020
Question

How do I reconnect my credit card to the bank feed without adding banking transactions again? I have already done this but transactions from the main account are added.

  • May 12, 2020
  • 1 reply
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1 reply

May 12, 2020

Hello there, @les-mullins001!

 

You'll have to connect each of your credit card account depending on how you track your transactions. You can read through this article to learn more: About bank or credit card subaccount setup.

 

Ideally, all your transactions within 90 days of your initial setup will be downloaded into your account in QuickBooks. We are unable to stop this function as of this time. Here's an article you can read to learn more: Connect bank and credit card accounts to QuickBooks Online.

 

With this, you can consider excluding your transactions directly from the Banking page.

  1. Go to Transactions.
  2. Select Banking.
  3. Under Bank and Credit Cards, select your credit card account.
  4. On the For Review column, select all your transactions to be excluded.
  5. Select Batch actions.
  6. Click Excluded selected.

In addition, here's an article you can read to learn more about how you can exclude your transactions: Exclude expenses from downloaded bank transactions.

 

Lastly, I've got you this helpful article for ideas about how you can categorise your transactions: Categorise and match online bank transactions in QuickBooks Online.

 

Keep me posted in the comments if you have any other questions. I'll be here to lend a hand.