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gillette
Level 1

Update credit card number

I had to get a replacement for my credit card.  How to I update the credit card number for online banking so that I can download my transitions?
25 Comments
eemrichardson082
Level 1

Update credit card number

How do I change my Credit card number on the QB account???
SkinnyRaven
Level 8

Update credit card number

You should see this in the first window after selecting edit account.

lrennie3400
Level 1

Update credit card number

It would be helpful to know what screen you're discussing and how to navigate to it
SkinnyRaven
Level 8

Update credit card number

The original question was regarding editing a credit card account, this is located in the chart of accounts.
SkinnyRaven
Level 8

Update credit card number

Right click on the account in question, from the online settings tab select not enabled. Make you additional edits, repeat your original process for online banking setup.
kerivaca
Level 1

Update credit card number

can't find online settings tab
Proteus
Level 1

Update credit card number

i don't have a right click button on my Mac mouse.
SkinnyRaven
Level 8

Update credit card number

Use control+click, or command+E with the account selected, or from the file menu edit>edit account.
lrennie3400
Level 1

Update credit card number

Where in the heck are you looking?
Bovier1
Level 1

Update credit card number

Do I just type in the credit card information here?

@eemrichardson082 wrote:
How do I change my Credit card number on the QB account???
FritzF
Moderator

Update credit card number

Thanks for joining this conversation, Bovier1.

 

When online services are activated for an account, you'll need to disconnect the old one from QuickBooks first, then reconnect again using the replacement (new).

 

The ability to change it right away is unavailable because it is part of the information required for the system to connect to the correct account at your financial institution (FI).

 

To disconnect:

 

  1. Go to the Lists menu located at the top to get to the Chart of Accounts342.PNG
  2. Right-click the credit card account that needs to be deactivated then pick Edit Account343.PNG
  3. Now go to the Bank Feeds Settings tab and select Deactivate all online services344.PNG
  4. Once done, hit OK and Save.

 

After that, reconnect again using the replacement credit card information. Here's how:

 

  1. Go to the Banking menu at the top to get to the Bank Feeds and Set Up Bank Feeds for an Account345.PNG
  2. In the Enter your Bank’s name field, type the name of your FI.
  3. Choose which FI to add to QuickBooks in the Link your Accounts screen.

 

For additional resources, consider checking out this article: Edit Bank Feed settings for bank or credit card accounts.

 

Please reach out to me if you have any other issues or concerns. I'm always here to help. Have an amazing rest of the day!

johnprattedds
Level 1

Update credit card number

having trouble updating our credit card number on file - I clicked on the link from your email and believe i am entering everything correctly but it still dosent work   keep getting error messages!!

45 minutes to get to a customer service rep

JanyRoseB
QuickBooks Team

Update credit card number

Hi, @johnprattedds.

 

Thanks for joining this thread. I can help isolate the error you're getting so you can update your credit card number in your QuickBooks bank feeds. 

 

The error you're getting may be caused by one of the following:

  • A problem at your bank (sometimes referred to as your financial institution or FI). 
    o There may be critical alerts that need to be acknowledged after logging into Online Banking directly on the banks website
    o They may have made changes to their service offerings, Web Connect or Direct Connect.
    o    They may have made changes to their name (bank merger) that require you to refresh it in QuickBooks.
    o    You may have an Inactive Bank Account enabled for Online Banking in QuickBooks.
    o    Their servers may be down.
  • A problem with your Internet connection.
  • A problem with one or more accounts in your company file.
  • A problem with the download or import format.
  • A discontinued version of Windows or QuickBooks Desktop.

Let's process troubleshooting steps to resolved this issue. First, you'll need to enable TLS 1.2 Security Protocol by following the steps below:

  1. Open Internet Explorer 11 and make sure you have the latest version installed.
  2. Click the gear icon on the upper right section of Internet Explorer.
  3. Go to Internet Options > Advanced Tab.
  4. Scroll down to the Security section.
  5. Uncheck the USE TLS 1.0 and put a check in USE TLS 1.2.
  6. Click Apply and then
  7. Close all open programs.
  8. Restart computer.

If the error persists, you can check this article and proceed to Step 2Fix OL and OLSU Bank Feeds errors in QuickBooks Desktop

 

Please let me know how it goes by adding a comment below. I'll be around to further assists you on updating your bank feeds credit card information. Have a one!

Woon
Level 1

Update credit card number

QB PHONE NUMBER TO GIVE YOU MY CREDIT CARD NUMBER. I CAN'T CHANGE IT ON LINE !

JasroV
QuickBooks Team

Update credit card number

Hi there, @Woon.

 

I'd like to help you with your concern. Just for clarification though, were you able to perform the steps provided by my colleagues above? If not, I recommend doing it so.

 

However, if you have and the issue persists, I recommend getting in touch with our support team. They have the tools to check your account securely. From there, they can investigate why you're unable to update your credit card number.

 

Here's how to contact them in your QuickBooks Dekstop (QBDT) software:

  1. Go to the Help menu.
  2. Click QuickBooks Desktop Help.
  3. Select Contact Us.

In case you'll want to learn some tips and best practices in managing your QBDT you can always visit our Account management page anytime.

 

You can always get back to us whenever you need help with your QBDT. The Community is always around to help you. Take care!

dbarbercad
Level 1

Update credit card number

Hello, could some one please help me..

I have Desktop Pro 2019 and I'm trying to change my credit card information since we did get a new

card number. Every time I go to edit info it says only primary contact is able to change payment method. 

Could some one please help me!?

MaulikH
QuickBooks Team

Update credit card number

Hey there, dbarbercad.

 

Thank you for reaching out today. I found some information to help. While it is correct that only the Primary Contact is able to make these changes, if needed you can change the Primary Contact. If current Primary is still available, simply have them log into CAMPS and follow these steps:

  1. Scroll down to the Primary Contact section and select Change.
  2. Select the new primary contact from the list of contacts on the account.
  3. Select Save and Close.

Now keep in mind if they're no longer around, you'll need to contact support for assistance. Please let me know if you have any questions, I'm always available to help.

GRANNA9
Level 1

Update credit card number

OLD CREDIT CARD ENDING IN 2488 NEEDS TO BE UPDATED

NEW VISA NUMBER IS [credit card number removed]

[CC expiry date removed]

[CVV removed]

PLEASE EMAIL ME TO CONFIRM YOU UPDATED THIS NEW CARD

 

THANK YOU

[full name removed]    [business name removed]

[business address removed]

[email address removed]

Jovychris_A
QuickBooks Team

Update credit card number

Hi @GRANNA9.

 

Currently, we're unable to update your credit card info here in the Community. Instead, I'd suggest logging in to camps.intuit.com so that you can change the Credit Card Information there.

 

Here's how:

  1. Find your app or subscription in the Products & Services list.
  2. Select Details.
  3. In the Billing Information section, find Payment Method, then select Edit.
  4. Update your information.
  5. Select Save and Close.

 

There you can update the credit card info as a Primary contact for your QuickBooks account.

 

For more details on how to use CAMPS to get familiar with the features available in QuickBooks, you can check this article: QBDT Self-Help.

 

In case you need help that starts with "How to do" questions, you can check this page as your reference: QBDT Self-Help.

 

Keep me posted if you need further assistance. I'll be around to help. Stay safe!

Jeff419
Level 1

Update credit card number

Looking to up date exp dateon credit card on file

MariaSoledadG
QuickBooks Team

Update credit card number

Updating your credit card on file is very easy, Jeff419.

 

The new card's expiration date, security code, and card number will be different, so you'll have to update your credit card information for your payment. To do this, you can follow the steps below: 

  1. Sign in to camps.intuit.com. Or learn more about signing in.
  2. Find your app or subscription in the Products & Services list.
  3. Select Details.
  4. In the Billing Information section, find Payment Method, then select Edit.
  5. Update your information.
  6. Click Save and Close.

We also have another way on how you can update your payroll billing. Please read this article for more information: Change Your Credit Card For Your Payroll Billing.

 

You can read these helpful articles in case you have a few questions about QuickBooks Desktop.

 

Let me know if you're able to successfully change your credit card information. I'll always be around if you need further assistance.

PaulMotz
Level 1

Update credit card number

After failing to resolve the primary contact credit card issue I decided to change the primary contact to my son and partner.  Gathered up his driver's license (with picture), operating agreement of our LLC, and a Certificate of Good Standing from the Secretary of State.  Went through the information changes and was ready to download the documents.  When I tried to do that I received a "Request failed" - Your request to get primary contact access has failed due to a technical issue.  You can get in touch with one of our care agents who will help you complete this task".   Called the phone number.  Originally asked for a call back.  Never got one for a full day.  Tried again this morning and received the same "Request failed".  Called the number again and was advised someone would be on the line in 10-15 minutes.  Have been holding 45:17 minutes.  If this is the best Intuit can do I'll do all I can to keep others from using Quickbooks.  It's a mess.

SashaMC
Moderator

Update credit card number

Thank you for reaching out to the Community, PaulMotz. If you need to contact support, this method would be the best way.

  1. Go to the Help menu, then click Quickbooks Desktop Help or press the F1 key.
  2. Hit the Contact Us button, as seen in the display.
  3. Enter a brief description of the problem.
  4. Select Continue.
  5. Choose which method you would like to connect with. The options will be chat or our call back feature.

Since you are experiencing problems with downloading the documents, this could be due to a browser-related issue. There are two troubleshooting steps, I would like you to perform.

 

Solution 1: Try logging in using private browsing. This method ensures that the browser would not store cookies, history, or any form of data that could cause issues. Once you have completed this, try to download the information once again.

  • Google Chrome:Ctrl + Shift + N
  • Mozilla Firefox: Ctrl + Shift + P
  • Internet Explorer: Ctrl + Shift + P
  • Safari: Command + Shift + N

If you were able to access the information, this indicates that your cache needs to be cleared.

 

Solution 2: Clear cache.  Clearing cache will remove corruption, allowing the page to load a clean copy. Depending on the browser you have, use this link to clear it.

 

Please let me know if you are still experiencing problems. Don't hesitate to let me know. My team and I will do our best to assist you. I hope you have a lovely day.

patriot19357
Level 1

Update credit card number

Need to update credit card info & I cannot get in to the right screen, to pay for payroll subscription. It is saying I am not an authorized user. I have called several time but cannot get help

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