Change of Bank access card causing problems

Hi there schoolfinances-c,

Thanks for reaching out about your bank account. QuickBooks Online is a great tool able to assist you in keeping track of sales and expenses so you know the profitability of your business. I can point you in the right direction for assistance with this change.

If you're wanting to change a bank account's information that's connected to import transactions so you can categorize them in your books, you can go to Transactions, then Banking. Select the pencil next to the affected account, then Edit sign in info. Enter the information to connect the bank, then save. You can also try disconnecting the account, then connecting it once more.

If you're wanting to edit the bank account used to pay for your subscription for QuickBooks Online, you can follow the steps in this article.

If you want to edit the bank account that payments your customers have made and processed through QuickBooks Payments, for assistance with this change, you would need to reach out to the QuickBooks Payments support team by phone. They'll be able to verify your account information in the system to help you make this change and make sure it's set up properly. You can reach them using these steps:

• Schedule a Callback or Start a chat: click (?)Help in the upper right in QuickBooks Online > type and enter "Contact support" into the QB Assistant > click Contact Us > explain your situation > click Let's Talk > choose Get a callback or Start a Chat.
• Phone: dial 1-855-253-1536

If you have any other questions  feel free to reach out here.

Thank you so much.  The editing the bank info didn't work as it still have the previous access card info.  I have tried QuickBooks support but the problem has been sent up to another technician.  I think part of the problem for them is that I cannot sign into the bank through QuickBooks but can outside QuickBooks.

Very frustrating.

Thanks again.

Hi schoolfinances-c,

While waiting for your new access card, you can manually upload your transactions to QuickBooks Online.  This will ensure your account remains accurate and up to date.  If the process feels overwhelming, don't worry.   You can contact our Customer Care team at 1-855-253-1536 from Monday to Friday between the hours of 9 AM and 8 PM EST.  They would enjoy the opportunity to work with you personally, and ensure your transactions are uploaded without delay!

Let us know if you have have any other questions.  We would be glad to assist!