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paulacribbin
Level 1

How do I update my credit card number so that transactions are imported?

My bank have changed my credit card number (account is the same) and transactions are not being updated. I have tried to reconnect to my bank but the credit card number shown is the original one. I want to change to the new number. Will I have to delete the original card and set up the new one? If so, how do I do that?

1 REPLY 1
JeveeAdvin__la
QuickBooks Team

How do I update my credit card number so that transactions are imported?

To update your credit card number, paulacribbin, we'll first disconnect your old credit card from QuickBooks Online and reconnect the new one.

 

Before disconnecting your bank account, ensure that all your transactions are categorized. Otherwise, they will be deleted if left uncategorized.

 

Here's how to disconnect an old one:

 

  1. Go to Transactions, then choose Banking.
  2. Click the tile for the bank account.
  3. Choose the pencil ✎ icon, then select Edit account info.
  4. Select the Disconnect this account on the save checkbox.
  5. Click Save and Close.

 

Once done, reconnect your new one:

 

  1. Go to Transactions and choose Banking.
  2. Select Link account.
  3. In the search field, enter the name of your credit card.
  4. Click Continue. Then, enter your login credentials to your bank with your user ID and password.
  5. Follow the on-screen steps.
  6. Choose the accounts you want to connect, then select the account type ▼dropdown. Choose the account type that matches your chart of accounts in QuickBooks.

 

For detailed instructions on linking your bank or credit card account to QuickBooks, please refer to this article: Connect your bank or credit card to QuickBooks.

 

We can also check out these resources once you reconnect your new credit card in QBO:

 

 

If you have any other concerns, feel free to return to the Community for continuous assistance.

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