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annaconfortin-ho
Level 1

What do I do when a credit card has been cancelled and the transactions are not downloading from the bank account to QB?

 
3 Comments 3
Alex M
QuickBooks Team

What do I do when a credit card has been cancelled and the transactions are not downloading from the bank account to QB?

Hi there annaconfortin-ho,

 

It's vital that all your accounts are kept in order so that your books can be well balanced. QuickBooks Online is a great tool able to help you keep track of transactions so that you can see the profit of your company. I can provide some information about bank connections. 

 

If you're no longer needing this account to be connected to the bank to import transactions, you can disconnect it. To do so, go to the Banking tab to click on the Pencil icon beside the account in question, then Edit account info. Check the box to Disconnect this account on save, then Save. This will disconnect the bank account so it won't try to import any further information.

 

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

annaconfortin-ho
Level 1

What do I do when a credit card has been cancelled and the transactions are not downloading from the bank account to QB?

Thank you.  Looks as though I have to enter all credit card transactions manually, which I have and I have been able to reconcile the credit card statement.  My client's credit card was compromised so he received a new card and it looks like the bank no longer has a connection to his old card.  Seems to work so far.  Thank you.

 

I do have another question about split entries.  I hate these.  How can I get rid of that option so that when I enter an expense it is a single expense.

Thanks

Amanda-B
QuickBooks Team

What do I do when a credit card has been cancelled and the transactions are not downloading from the bank account to QB?

Good morning annaconfortin,

 

Thanks for reaching back out to us here. When transactions are split, it usually means they are applied to different accounts. I feel you'd benefit more by contacting our support team outside of the Community for virtual assistance. They'll be able to do a screenshare with you and guide you back on track. You can reach them by following one of these methods:

 

Schedule a Callback or start a Chat: click (?)Help in the upper right > 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.
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Or by dialing 1-855-253-1536

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