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MaryLandT
Moderator

Update credit card number

I'm here to help ensure you're able to update the credit card information to pay the payroll subscription, patriot19357.

 

You need to log in to your QuickBooks Desktop company file as the master admin for security purposes. Then, follow these steps on how to update the information:

 

  1. In QuickBooks, go to Employees.
  2. Select My Payroll Service, then Account/Billing Information.
  3. Sign in using your Intuit Account login.
  4. Select Billing Detail.
  5. The level of information may vary depending on your contact role. If you don't see any information under the Billing Details box, this means that you're not the current billing contact. To change the holder or the billing contact, please contact us.
  6. Select Edit billing info.
  7. Enter your new billing information, click I Agree.

Also, make sure there are no pending direct deposit transactions. This will prevent you from changing the credit card information. You need to wait until the entry is cleared from your bank.

 

On the other hand, when you say "have called several times but cannot get help", were you able to talk or chat with a representative? If so, please provide more information. It'll help me escalate the behavior of our customer service representatives to our management team.

 

If not, you can refer to this link on how to get in touch with them: Contact Payroll Support.

 

Stay connected with me on how the contact goes by commenting below. I always have your back.

BJBlanton82 Tax1
Level 1

Update credit card number

I need to update credit card information so I can pay from payroll program renewal. Please do not cancel my subscription until I have done this.

BJBlanton82 Tax1
Level 1

Update credit card number

I need to update credit card information so I can renew my payroll program. Please do not cancel my subscription until I have done this.

ChristieAnn
QuickBooks Team

Update credit card number

Hi there, BJBlanton82 Tax1.

 

Welcome back to the QuickBooks Community. I'll be sharing details to ensure you'll be able to update your credit card so you can renew your payroll subscription.

 

To start renewing your payroll account and change credit card information, you'll have to sign in to your QuickBooks Desktop. Then, make sure that you're one of the authorized users so you can perform the process seamlessly. Please follow the steps or details shared above to achieve this matter.

 

After updating billing info, you'll have to close and reopen your QuickBooks Dekstop program to ensure that the latest CC details show up in the system.

 

Then, I suggest updating your QuickBooks Desktop to the latest release so you always have the latest features and fixes. I also recommend the same thing for your payroll tax table. This way, you have the most current and accurate rates and calculations for supported state and federal tax tables, payroll tax forms, and e-file and payment options.

 

Please refer to this article to see various details on how QuickBooks Desktop populates each line on form 941 and an equivalent report from your payroll software: How QuickBooks populates the 941.

 

Feel free to get back here in the Community if you need help with managing your payroll transactions or anything else related to QuickBooks. Take care and stay safe always.

Cubemtn
Level 1

Update credit card number


@gillette wrote:
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?

 

MirriamM
Moderator

Update credit card number

Hello there, @Cubemtn.

 

I'm here to lend a hand in updating your credit card information for online banking,

 

As mentioned by my colleague FritzF, you'll need to disconnect the old account and reconnect the replacement when online services are activated. Since there's no option to update it right away. 

 

To do this, here's how to disconnect:

  1. Go to the Lists menu at the top.
  2. Select Chart of Accounts
  3. Locate the credit card account that needs to be activated, then right-click
  4. Choose Edit Account
  5. Go to the Bank Feeds Settings tab
  6. Choose Deactivate all online services
  7. Click OK and Save.

 

Once done, reconnect the credit card account using the replacement card.

  1. Go to the Banking menu at the top.
  2. Select Bank Feeds.
  3. Choose Set Up Bank Feeds for an Account
  4. Type the name of your Financial Institution (FI) in the Enter your Bank’s name field.
  5. Choose which FI to add to QuickBooks in the Link your Accounts screen.

 

For more information about this process, see this article: Edit Bank Feed settings for bank or credit card accounts. It contains other details about changing your login and info about your bank account.

 

 

Then, once your bank transactions download, see this resource: Add and match Bank Feed transactions in QuickBooks Desktop. It will help you in managing your bank transactions. 

 

 

You can count on me if there's anything else you need. Have a nice day, @Cubemtn.

ending 9600
Level 1

Update credit card number


@gillette wrote:
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?

 

MichelleBh
Moderator

Update credit card number

Thanks for joining on this thread, @ending 9600.

 

Glad to hop in and provide some insights about updating credit card information for online banking in QuickBooks Desktop. This way, you can download the transactions to the updated card.

 

Since you copied Cubemtn's question, I assume that you have the same issue. With this, I'd recommend following the steps provided by MirriamM above. You may also see the attached screenshot shared by Fritz regarding updating the credit card number for further reference.

 

If you have any additional questions not already mentioned in the feed, don't hesitate to add them in the comment section below so I can help you. 

 

In case you'd encounter any problems with your banking transactions in the future, you can always check these articles on how to fix them:

 

 

Let me know if you have any further questions by hitting that Reply button below. I'm here as your number one asset for QuickBooks. Keep safe, ending 9600.

Gr16
Level 1

Update credit card number

How can I update credit card number pls?

Ethel_A
QuickBooks Team

Update credit card number

Thank you for posting here in the Community, @Gr16.

 

Let me guide you in adding new credit card information to your QuickBooks. I'll make sure you'll be able to add the details of the new credit card.

 

If you want to change the billing information with the new credit card details, follow the steps below.

 

Here's how:

 

  1. Login to camps.intuit.com. Or learn more about signing in.
  2. Find your app or subscription in the Products & Services list.
  3. Click Details.
  4. From the Billing Information section, look for Payment Method, then choose Edit.
  5. Update your information.
  6. Hit Save and Close.

Or, if you want to change the online banking information, you can disconnect and reconnect with the new credit card account.

 

Follow these:

 

  1. Go to Lists, then choose Chart of Accounts
  2. Find the connected credit card account, then right-click on it.
  3. Select Edit account.
  4. In the Edit Account window, click the Bank Feed Settings tab.
  5. Tick Deactivate All Online Services
  6. Hit Save & Close

 

Next, reconnect the account with the correct credit card number: 

 

  1. Go to Banking.
  2. Choose Bank Feeds.
  3. Click Set Up Bank Feeds for an Account.
  4. Follow the on-screen prompts to connect the credit card account again.

 

Continue reconciling your accounts once you've finished. If you're having trouble with the process, I'd suggest reading this article: Reconcile accounts in QuickBooks Desktop.

 

If you have any further problems with adding a new credit card, let me know by adding a reply below. You can put them below, and I'll get started right away. I hope you're having a wonderful week so far.

Timberlaketopic
Level 1

Update credit card number

I want to update my credit card information for my subscription

 

Timberlaketopic
Level 1

Update credit card number

The question is for updating my quickbooks payment account changing and updating credit card information, I'm not asking about customer accounts.

 

Timberlaketopic
Level 1

Update credit card number

Ok I want to change the payment method. Tells me to go to settings, then account and settings, then to select billing and subscription. Where do I find this 

 

Ethel_A
QuickBooks Team

Update credit card number

Hello there, @Timberlaketopic. Allow me to share some insights into changing the billing information in QuickBooks Desktop.

 

The steps that you mention are for QuickBooks Online subscription. As I can see, you posted in the thread for QuickBooks Desktop. Let me provide you with the correct steps.

 

Here's how:

 

  1. Go to the Employees menu.
  2. Choose My Payroll Service, then Account/Billing Information.
  3. Select Billing Detail
  4. Click Edit billing info
  5. Add your new billing info and hit I Agree.

 

You can see the details outlined in Change your credit card for payroll billing

 

Let me know if you have further questions or concerns. I'll be here every step of the way. You can always reach back out to us here in the Community anytime you need us. Take care!

rwfthird
Level 1

Update credit card number

I replaced one of the credit cards used online and I need to update the card with new numbers ASAP

Thanks 

RW Fullerton 

 

Ethel_A
QuickBooks Team

Update credit card number

Hello there, @rwfthird.

 

I'll help you update your credit card information in QuickBooks Desktop.

 

If you are using the credit card for the billing account of your QuickBooks account, follow the steps below.

 

Here's how:

 

  1. Login to camps.intuit.com. Or learn more about signing in.
  2. Find your app or subscription in the Products & Services list.
  3. Click Details.
  4. From the Billing Information section, look for Payment Method, then choose Edit.
  5. Update your information.
  6. Hit Save and Close.

 

If you want to change your banking information in QuickBooks, disconnect and reconnect with the new credit card account.

 

Follow these:

 

  1. Go to Lists, then choose Chart of Accounts.
  2. Find the connected credit card account, then right-click on it.
  3. Select Edit account.
  4. In the Edit Account window, click the Bank Feed Settings tab.
  5. Tick Deactivate All Online Services.
  6. Hit Save & Close.

 

Next, reconnect the account with the correct credit card number: 

 

  1. Go to Banking.
  2. Choose Bank Feeds.
  3. Click Set Up Bank Feeds for an Account.
  4. Follow the on-screen prompts to connect the credit card account again.

 

For future reference, you can click this link search for common questions and topics about banking in QuickBooks Desktop: Banking FAQs.

 

Don't hesitate to click the Reply button below if you have questions about managing banking details in QuickBooks Desktop. I'm always here to help. Have a great day.

Sandy1251
Level 1

Update credit card number

I received a new credit card, and I didn't informed you that. I have been trying to update my , but I can't do it.

 

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