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Level 1

How do I change/update the account number for a credit card account?

My credit card has been replaced so the account number has changed. I want to retain all historical data for the CC and just want to update the credit card number. Nothing I have tried is working. I disable web connect and reconnected but the old account number remains and therefore I am unable to import downloaded transactions.

28 Comments
Highlighted
Moderator

How do I change/update the account number for a credit card account?

Hi there brigbard,

I'm here to share how you can update the credit card account number in QuickBooks.

Since the credit card number is part of the information QuickBooks requires to connect to the bank, you'll have to get in touch with your bank to cancel the online services tied to it. Please note any fees for this service will continue until it's completely cancelled.

The online services for the old credit card number might still be active, and that's why the old number was retained when you reconnected the account. Then, you're able to disconnect the credit card account from QuickBooks.

Here's how you can do this:

  1. Click the List menu.
  2. Select Chart of Accounts.
  3. Select the credit card account and click the pencil icon to edit it.
  4. Click the Online Settings button.
  5. Select Not enabled from the Download Transactions dropdown menu.
  6. Click OK.

The downloaded data from the old credit card account will stay hidden until you add the service again.

To set up the online services for the new credit card number, here are the steps:

  1. Click the Banking menu.
  2. Select Bank Feeds.
  3. Select Set Up Bank Feed for an Account.
  4. Follow the on-screens instruction to import the transactions via WebConnect.

Please keep me posted on how things go with this. I'm here anytime you need further help with the online bank services in QuickBooks Desktop.

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Level 1

How do I change/update the account number for a credit card account?

I have the same situation with having to update a card number.  I'm using QB for Mac.  Under the Banking menu there is no Bank Feeds option.   Instead, I've tried following the QB directions for setting up a new account but run into the request to "download statement" in the "downloaded transactions" window.  After I download the statement for the new account from the bank, QB will not let me enter it in the window they say I'm supposed to enter it into!  VERY FRUSTRATING.  What am I missing here?
Highlighted
Level 1

How do I change/update the account number for a credit card account?

I'm in a similar situation with a mac.  I have a new credit card number that downloads correctly however I can't see anything prior to the new number.
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Level 1

How do I change/update the account number for a credit card account?

Add me to list of those who are stuck after I had to get a new credit card issued because of fraud. I still need to keep getting transactions under old card number as well as under new card number, but can't find a way to update Quicken to include both. HELP!!!
Highlighted
Level 1

How do I change/update the account number for a credit card account?

BTW, none of the options described above appear in my version of QuickBooks. Have you updated the interface and not bothered to update the help information?
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Level 1

How do I change/update the account number for a credit card account?

I'm the online version. It also seems absurd to have to close and reopen, hence losing all the previous information, which is actually the same account. 

 

Any updates on this problem?

 

 

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Level 1

How do I change/update the account number for a credit card account?

In the online version, ask QB to update all bank accounts.  After that, in the banking tab, when you switch to the account that is not connecting properly (this happens for instance when the cc number changes), you will see a "requires attention" message and a "check connection" link.

 

When you click on "check connection", QB should show you all the accounts he can see under your login at the bank.  In my case, I checked which one had the new cc number and clicked on "reconnect" on that one.

 

That solved the issue.

 

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QuickBooks Team

How do I change/update the account number for a credit card account?

Hi there, WatchingPaintDry.

 

We appreciate the information you've provided on how you resolved the issue. Please know that you're always welcome to post in QuickBooks Community if you have any other concerns. 

 

Wishing you and your business continued success. 

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Level 1

How do I change/update the account number for a credit card account?

Same for me. Desktop Pro 2018, and starting with "pencil icon..." I don't have any of the options available. 

 

What is the process for updating the account number in desktop pro 2018?

Highlighted
Moderator

How do I change/update the account number for a credit card account?

I appreciate you for joining this thread, counter_in7ui7ive.

 

I'd be glad to guide you through the whole process of updating your account number in QuicKBooks Desktop.

 

When changing the account number for your bank feeds in QuickBooks Desktop, you'll have to deactivate the account first. I'll show you how to do it below:

  1. Go to the Lists menu.
  2. Select Chart of Accounts.
  3. Right-click the account that needs to be deactivated then select Edit Account.
  4. Go to the Bank Feed Settings tab.
  5. Select Deactivate all online services.
  6. Select OK then Save & Close.

Now, you can change the banking information by following the steps provided below:

  1. Click Lists at the top.
  2. Select Chart of Accounts.
  3. Right-click your bank account, and then choose Edit Account.
  4. Change your account number.
  5. Click Save and Close.

Once done, you can set up the bank feeds again. Let me walk you through how to do it:

  1. Go to Banking menu.
  2. Select Bank Feeds.
  3. Click Set Up Bank Feeds for an Account.
  4. In the Enter your Bank’s name field, enter the name of your bank.
  5. Follow the on-screens instruction to import the transactions via Web Connect/Direct Connect.
  6. On the Link your Accounts screen, choose which bank account/s to add to QuickBooks.

Here's an article that outlines a detailed steps on how to set up your bank feeds in QuickBooks Desktop: Set up account for Bank Feeds.

 

That should do it. If you need more help with this, just let me know as I'm always here to help.

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Level 1

How do I change/update the account number for a credit card account?

I have QB 2019 for Mac and am having the same issues. Did you ever get this resolved?

Highlighted
Moderator

How do I change/update the account number for a credit card account?

Thank you for joining into this thread, @thefinch.

 

Let's perform some troubleshooting steps so you can change the account numbers of your account.

 

Firstly, you'll have to disconnect your online services before changing any of your account information. Thus, you'll have to your bank's support so someone can help you cancel the online services tied to it.

 

Once done, you can go back to QuickBooks and disconnect your account for online services. To do so:

  1. Go to Lists.
  2. Select Chart of Accounts.
  3. Choose your account.
  4. Click Online Settings.
  5. Under Download Transactions menu, select Not enabled.
  6. Click OK.

After doing so, you can now set up your account with the correct account number for online services. Let me show you how:

  1. Go to Banking.
  2. Select Bank Feeds.
  3. Click Set Up Bank Feeds for an Account.

Additionally, here's a cou[ple of articles you can read for more insights about the steps:

Know that you can always visit our Help Articles page for QuickBooks Desktop Mac in case you need some reference for your future tasks.

 

If there's anything else that I can help you with, please let me know in the comment section down below. I'll be always around ready to help.

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Level 1

How do I change/update the account number for a credit card account?

Hi There,

 

 

see this is old issue. I have similar situation.

 

Visa Business Credit card was re-issued from bank following fraud issue.

 

I couldn't link again as would not feed new data. Ok up to 3-2-20.

 

Card number is same. Bank are telling me that you cant  link Credit card feeds there end to Quick Books.

 

Cant seem to re-add credit card account though Quick Books, doesn't see credit card account anymore, just bank account?

 

Can anyone help pls?

 

Highlighted
Moderator

How do I change/update the account number for a credit card account?

Hi there, @p chappell,

 

Thanks for providing an in-depth information about what's going on with your Bank Feed account. Let's get this fixed so you're able to resume our business processing in the program.

 

First, if your Visa Business Credit Card account is previously connected for online banking and can't reconnect it to download transactions, deactivate the online services. This way we can establish a new connection and refresh the data in QuickBooks.

 

Follow the steps below:

 

  1. From the Lists menu, select Chart of Accounts.
  2. Right-click the account you want to deactivate, then choose Edit Account.
  3. In the Bank Settings tab, press Deactivate all online services.
  4. Hit OK then Save & Close.

Next, create a new account using the same details and description as the account you want to reconnect. Here's how:

  1. Go to the Lists menu and select Chart of Accounts.
  2. Right-click anywhere and select New.
  3. Select Credit Card for the Account Type.
  4. Add an identical name as the old account on file.
  5. Hit Save & Close.
  6. When you get the Merge warning dialog box, select YES .

To resume your online banking services, connect the merged account by following the steps in this article: Set up the merged account for Bank Feeds.

 

Once reconnected, QuickBooks will download the maximum data available from your bank. If there are missing data, you may import them through WebConnect files. Refer to this link to learn more about manually importing bank files: Download Bank Feed transactions in QuickBooks Desktop.

 

If you have any additional questions or need further assistance with this topic, let me know in the comment. I'll be more than happy to help whenever you need one. Have a nice day!

 

 

Highlighted
Level 1

How do I change/update the account number for a credit card account?

So in part 1 of your solution you didn't actually mention whether you need to deactivate the old account. When I follow your instructions explicitly it throws an error saying an account with the same name already exists. If I try to disable the old account first it tells me it is going to create a closing transaction. Someone at QB must know the proper and complete way of accomplishing this. Pleas help!

Highlighted
QuickBooks Team

How do I change/update the account number for a credit card account?

I'm here to help you in updating your credit card account, gemada.

 

Let's sort things out first before we disconnect and connect. First let's make sure we've matched or deleted all of the downloaded transactions for the old account. We won’t let you make changes if there are still pending transactions. Once done, we can disconnect it and set up the new the one. 

 

During the process of connecting the account again, we have the option to use the same register or create a new one. Just find the QuickBooks account we want to link the credit card account to. 

 

If you need further help, you can reach out to us so we can fix errors that you're prompted to. 

  1. Go to the Help menu and click QuickBooks Desktop Help
  2. Enter in the box that we need help with deactivating connect accounts and connect the updated bank details
  3. Click Continue and select Message an Agent

Feel free to get back to me. My colleagues and I are here to assist you. Take care!

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Level 3

How do I change/update the account number for a credit card account?

Would you please post instructions for QBO as well?

 

To be clear, all we need to do is update the bank feed with the new number. Anything requiring us to delete transactions or deactivate anything is dumb and will create weeks of work. 

 

So, how do we do it?

Highlighted
QuickBooks Team

How do I change/update the account number for a credit card account?

You've come to the right place, @danjonwig.

 

You can update your credit card information by manually updating your bank connection in QuickBooks with the new number.

 

Here's how:

  1. Go to the Banking menu.
  2. Choose the Banking tab.
  3. Select the credit card account.
  4. Click the pencil icon on the bank tile.
  5. Select Edit sign-in info.
  6. Enter your bank login credentials.
  7. Click Save and connect.

You can refer to this article for more insights about updating your connected bank account: How to manually update bank accounts.

 

Also, I've attached these articles to help you resolve issues with receiving updates from your connected credit card and bank accounts:

Stay in touch with me if you have other questions about managing your connected bank accounts. I’m always here to help.

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Level 1

How do I change/update the account number for a credit card account?

Hi Jen

 

 

thanks for help. I get below message when trying to connect to CC feed( see screen shot):

 

 

Complete some security steps for HSBC Bank (UK) - Business Banki-1,

 

Then we’ll get your latest transactions. (185)

 

Complete secure  connection .

 

 

On talking to chat last night they suggested that it needs more authentication i.e. OTP

 

Hsbc only uses a keypad that generates number- this i what use for code when asked-

 

it works fine for Bank Account and not CC account.

 

 

I have tried all the usual suspects re-connecting-disconnecting, clearing cache etc  and nothing has worked since 27th January-when my card number was changed- it does see the new card account when i ask to connect under:

 

HSBC other accounts

 

Be great to get a definitive answer to this problem! As Quickbooks have told me on may occasions,

that open banking issues on security are now sorted with HSBC 

 

 

tkx

 

 

Paul Chappell

Highlighted
Moderator

How do I change/update the account number for a credit card account?

Welcome to the Community, @p chappell.

 

I can share some information about using Bank Feeds in QuickBooks.

 

You usually encounter the Error 185 message if your financial institution requires more information during the connection process. If your credit card account has Multi-Factor Authentication (MFA) enabled, the added security might be the cause of the problem.

 

I suggest logging into your online banking and check if you can successfully log in. You can also verify with your bank if they provide OTP for connecting the account with QuickBooks.

 

If yes, please follow these steps:

 

  1. On the left panel, go to Banking.
  2. Select an account.
  3. Click the Update option in the upper-right corner.  1.JPG
  4. If there's a prompt, please enter the One Time Passcode.

If the problem persists, It would be best to continue working with our QuickBooks Support Team. Since this is a public forum, we have limited resources, and checking accounts are prohibited.

 

In case you need the steps, here's how:

 

  1. Click the Help icon at the top to open the Search window.
  2. From there, scroll down to choose the Contact us button.
  3. Input the issue /topic in the field box and then tap the Let’s talk option.
  4. This will lead you to the contact information window.
  5. Pick how you want to reach out to our support team.

I've also attached some links below for your reference about the bank errors, as well as how to choose the right account:

 

Please know that the Community has your back if you need assistance. Feel free to post a question, get answers, share tips, ideas, and more. Wishing you and your business continued success.

Highlighted
Level 1

How do I change/update the account number for a credit card account?

Alcaeus,

 

 

ok thanks

 

 

I think the problem is HSBC don't require a OTP, and it appears Quickbooks require this for Credit Card now.

 

Under "add account " it is seeing the new CC account ok. My log-in details are the same for HSBC as 3 months ago. Hsbc have a two-step Password and key pad code number which is the same for my Business account and Credit card as before. I contacted them today to check and the confirmed there is no OTP.

 

A shame this cant be fixed , but i have had a lot of replies and thanks all for advice.

 

 

It may be Quickbooks and HSBC have to sort it!

Highlighted
Level 3

How do I change/update the account number for a credit card account?

Thank you for the help. However, after I complete these steps, and provide my login information again (which, to be clear, was never a problem - it is logging-in to the bank site just fine, as evidenced by the fact that the other 5 accounts are connected with no issues), your website just continues to give the error "We can't find this account at your bank". 

 

I think you may have been answering someone else's question, rather than mine? My issue isn't that I'm not logged-in (I am, no problem!), it's that because of fraud, the credit card number changed, and therefore so did the account number. I just need to find the place in QBO where I say "yes, the account you used to connect to is gone, but just use this one instead, and treat them as if there are all the same account". Where's that button?

Highlighted
QuickBooks Team

How do I change/update the account number for a credit card account?

Thanks for providing more information about your concern, @danjonwig.

 

Allow me to chime in and share with you some insights on how you can successfully connect to your bank using your new account in QuickBooks Online (QBO).

 

First, since there are changes in the account number, you'll have to disconnect the current bank connection then reconnect it using the new account. 

 

I can walk you through the steps on how to disconnect your current bank connection. But before we proceed with the process, ensure to add and match all the pending transactions in the Banking page. This is because disconnecting the automatic online banking updates will delete any transactions in the For Review tab. Once done, follow the steps below to disconnect your recent bank account:

 

  1. Go to Banking on the left pane then choose Banking at the top.
  2.  Select the account you want to change then click Edit (pencil icon).
  3.  Click Edit account info.
  4. In the Account window, check the box next to Disconnect this account on save
  5. Hit Save and Close.

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    A99.PNG

Then, we can now proceed with connecting your new bank account. Please refer to this article for the steps on how to achieve this: How can I connect my bank account in QBO?.

 

I also want to make sure you can get back to working order always, so I'll be adding this article about the fixes if in case you encounter any bank errors: What to do if I encounter a bank error in QBO?.

 

Please let me know if you hit any bumps along the way with your online banking. I'd be glad to assist you further. Best regards, @danjonwig.

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Level 3

How do I change/update the account number for a credit card account?

Good news future reader! All of these insanely complex steps are not required.

 

if you look for the error message I mentioned, there is a hidden button labeled “reconnect”. You can see it if you reduce your font size as small as possible, so it fits in the box of the message without falling off the bottom. Once you click that button, it shows you a menu that does exactly what the obvious thing would be: it lists all the accounts from the bank feed not linked to a QBO account, you pick one, then it reconnects it.

 

others who replied with elaborate fixes: thank you! But I’d suggest deleting your posts before others see them and accidentally do hours of work when only seconds is required.

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