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Dasan
Level 1

1-How/where do I input the small bank deposits and withdrawals to verify bank account? 2- Credit card is expired, but app won't allow me to update. What can I do ?

Re: Question 2- I went to proper section to update credit card and filled in all required boxes and checked all required acknowledgments, but "Save" button remains greyed out and this is true even though I tried several times and even tried using a few different credit cards.
1 Comment
Nick_M
QuickBooks Team

1-How/where do I input the small bank deposits and withdrawals to verify bank account? 2- Credit card is expired, but app won't allow me to update. What can I do ?

Hello, Dasan. 

 

I'm more than happy to help you figure out whats going on. Lets break these two questions down into 2 parts. 

 

1. Where do you put the Test deposit amount to verify your bank account?

  1. Sign into your QuickBooks account
  2. Click on the Banking tab on the left-hand side
  3. Underneath the for review tab you should see a blue box that says Verify your Bank account. Click that.
  4. Enter the deposit amount. 

Your bank account should  now be verified. 

 

2. Update your credit card.

 

I'm providing the steps to update your credit card below but if for any reason that doesn't work, I suggest we trouble shoot a few things. But first, lets go over how to update your credit card.

  1. Go to the Banking menu or Transactions menu.
  2. Select Connect Account on the landing page, or select Add account if you've already created an account.
  3. Search for your bank. You can connect most banks, even small credit unions.
  4. Select Continue. Then enter the username and password you use for your bank's website in the pop-up window. It may take a few minutes to connect. You'll see onscreen instructions if your bank requires additional security steps.
  5. Select the accounts you want to connect (savings, checking, or credit card) to QuickBooks. You should see all of your accounts tied to your financial institution and can connect as many as you need.
  6. For each account, select the account type from the drop-down. These are accounts currently on your chart of accounts.
  7. Select the date range for the download. Some banks download the last 90 days of transactions, others go back as far as 24 months.
  8. Select Connect.

I also suggest checking out this article, as it highlights the above steps and includes a instructional video

 

- Connect bank and credit card account to your QBO account

 

If you're still experiencing the grayed out button, I think we should try the following troubleshooting steps. 

 

Use Google Chrome

  • Google Chrome works the best with our product and provides the least number of issues, here's a link to download the browser. 

Try an incognito window

  • Incognito windows do not store data which can sometimes cause issues, If you aren't sure how to use an incognito tab, follow this link.

Clear Cache and Cookies

  • Sometimes that stored data previously mentioned can cause issues, so lets clear your cache and cookies. Here's a link on how to do so.

If you're still experiencing issues, you're going to want to contact our support team, they will be able to dive into your account specifically and see whats going on. Here's how:

  1. Sign into your account
  2. Click the Help(?)
  3. Hit Contact Us
  4. Type your reason for contact in the text field
  5. Select either Instant Messenger or Call me Back 

The next available agent will reach out to you. 

 

If you have any other questions or concerns, feel free to post them down below. 

 

 

 

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Mark the post that answers your question by clicking on "Accept as solution"

 

 

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