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userreinalozano
Level 1

How can I retrieve my payments if I lost my card and also changed my bank account info?"

 
1 Comment 1
JamesM
QuickBooks Team

How can I retrieve my payments if I lost my card and also changed my bank account info?"

Hello userreinalozano,

 

I'm sorry to hear that you lost your card and I trust that all is well now. Don't worry, I'll help steer you towards the right path so you can continue reaping the benefits of using QuickBooks Self-Employed. 

 

QuickBooks Self-Employed allows you to manage your business while you're on the go. This saves you plenty of time for the things you enjoy doing. Based on the description you've provided, you'll need to either update your banking info or connect the again as new while using the new banking info. You can update your sign in info by clicking the profile/gear icon > Bank accounts > click on the bank account in question and edit the sign in info.  To connect a bank, follow the steps below: 

 

On a web browser

  1. Select the profile ⚙ icon and then select Bank accounts.
  2. In the search box, enter the name or URL of your bank. Then select Continue. If you've already connected an account before, select Connect another.
  3. Enter the sign-in info you use for your bank's website.
  4. When you’re ready, select Connect securely.

 

 

On an iPhone or iPad (iOS):

  1. Select the profile icon.
  2. Select Settings and then Bank accounts.
  3. Select the Plus (+) icon.
  4. Search for your bank by name or URL.
  5. Enter the sign-in info you use for your bank's website.
  6. When you're ready, select Sign-in.

On a phone or tablet with android:

  1. Select the menu ☰ icon.
  2. Select Settings and then Bank accounts.
  3. Select the Plus (+) icon.
  4. Search for your bank by name or URL.
  5. Enter the sign-in info you use for your bank's website.
  6. When you're ready, select Sign-in.

Here's a great article with more info on how to: Connect bank and credit card accounts to QuickBooks Self-Employed. Give these steps a try and let me know if you have other questions. I'm here to help. 

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