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TMLTD
Level 1

I've had to change my credit card account number, it remains the same account. How do I change the account number in banking to reflect the new activity?

 
5 Comments 5
AddieC
QuickBooks Team

I've had to change my credit card account number, it remains the same account. How do I change the account number in banking to reflect the new activity?

Hi there, 

 

Thanks for reaching out in the Community. I'll help you update your bank account information so your Bank Feed continues saving you time!

 

The Bank Feed is one of the most helpful features in QuickBooks Online. Having the option to sync to your Financial Institution's website is awesome, as it allows you to reconcile your accounts without having to toggle back and forth between QuickBooks and other sites. I want to make sure you can update your account to reflect your new credit card account number. 

 

To update your bank info, you'll have to disconnect and reconnect your account from the Banking page.

 

Here's how: 

 

1. From the left menu, select Banking, then Banking.
2. In the Account window, select Disconnect this account on save.
3. Select Save and close.
 

Once disconnected, you can follow the steps to reconnect the account. Here's how to do that: Connect bank and credit card accounts to QuickBooks Online

 

Following this process will help update your account information in your QuickBooks Online Bank Feed. I hope this helps get you back on track. If there's anything else I can do to help, please let me know.

 

Have a great day.

 

80149751118
Level 1

I've had to change my credit card account number, it remains the same account. How do I change the account number in banking to reflect the new activity?

will now allow to disconnect.  "entries must be posted"

AddieC
QuickBooks Team

I've had to change my credit card account number, it remains the same account. How do I change the account number in banking to reflect the new activity?

Hi there, 

 

Thanks for joining the thread. If you've followed the instructions above and you're running into any specific issues, I'd encourage you to reach out to our tech support team. There may be a number of variables involved in the error message you're seeing which an agent can investigate with more details. 

Cheers. 

dsherwood1234
Level 1

I've had to change my credit card account number, it remains the same account. How do I change the account number in banking to reflect the new activity?

When I do this, it creates some strange account number and I can no longer download transactions

Trish_T
QuickBooks Team

I've had to change my credit card account number, it remains the same account. How do I change the account number in banking to reflect the new activity?

Hi dsherwood1234,

 

Thanks for joining us here.  Welcome!  Connecting your financial institution to QuickBooks Online is a valuable way to save time.  I encourage you to contact us so we can work with you directly and navigate through the processes to get you back to business as soon as possible!

 

Schedule a Callback or start a Chat: click (?) Help in the upper right in QuickBooks Online > enter "Contact support" > hit Contact Us > provide a brief summary of your situation > hit Let's Talk > choose Get a callback or Start a Chat.
Social Media: Facebook, Twitter, and Instagram.
Support hours are from Monday to Friday between 9 a.m. and 8 p.m. ET.

 

If you have any other questions, feel free to reach back out.  We'd be happy to help!
 

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