Change in credit card number but same account

Hi Jamespaul - same question but for Quickbooks 2019 for Mac. Can you provide step by step?

Let me provide you the steps on how you can edit the credit card number in your account, @Sayre PR.

Before you proceed, let's disconnect the account first from the Bank Feeds Center. Simply follow step number two from this article: How to deactivate bank feeds.

Then, follow these steps to edit the account:

1. Click Accounts and right-click the name of the account.
2. Select Edit Account.
3. Edit the account details and click OK.

Once done, you can now reconnect again the account to QuickBooks Desktop for Mac.

After reconnecting, QuickBooks will automatically download your recent transactions for you. You can categorize them to easily review your transactions.

Please know that our doors are always open to help you with any QuickBooks-related concern. Take care and enjoy the day! 

We had to get new credit card numbers recently after our cards were stolen, but it is also the same account so I followed your directions to update the account in quickbooks desktop. I think something went wrong because now when I go to the new card to reconcile the account it shows a zero balance, and if I try to reconcile the old account it only shows the future automatic payment that is scheduled. Should I have done something differently since it is a company account with two sub account cards? I haven't added the sub account card numbers or anything. I just followed your instructions. I don't remember how to add the sub account cards either. Can you please help me? Thank you.

Sarah

Hello there, SCOxford.

I'll help you reconcile and add a sub-account in QuickBooks Desktop(QBDT).

You're almost there. After updating the account, let's ensure that the new credit card is reconnected so that it will show the current balance. You can follow the steps provided by my colleague jamespaul above about reconnecting the account with the correct credit card number. Once it is connected, you can now add sub-accounts. I'll show you how.

1. Go to the Lists menu, then select Chart of Accounts.
2. From the Account dropdown, click New.
3. Choose an account type, then Continue.
4. Enter the account details.
5. Checkmark the Subaccount of.
6. From the Subaccount of dropdown, select the parent account.
7. Once done, hit Save & Close.

For more information, you can review this guide to see the detailed steps on managing your accounts: Add, edit, or delete accounts in QuickBooks Desktop.

In addition, I've included this resource for your reference about reconciling your account: Reconcile an account in QuickBooks Desktop.

Do you have more questions about managing your accounts or the reconciliation process? Please let me know and I'll guide you. 

did what you said deactivated old acct and set up bew one, when I click on the QBO file to download transacrions it still says QB does not have an online account to handle these transactions...

It asks to use and existing account whichbis not on the list or create a bew one. 

I want the charges to go into the same ledger so I do not want to create a new account.

What do I do to get the transactions to populate in the cc account?

Hello Roatan!

Thanks for joining this post. Allow me to help you in fixing your banking.

It's great that you're able to link the Credit Card account again. Unusual behavior like this can be fixed by re-sorting the list of accounts. Follow these steps:

1. From the Lists menu, select Chart of Accounts.
2. Select the Include Inactive checkbox.
3. Go to the Account menu, then select Re-sort Lists.
4. Select OK. Close and reopen your company file.

If the same thing happens, let's create a duplicate account and merge them to the one. This method requires us to temporarily deactivate the banking again. Here's how:

1. Go to the Chart of Accounts. Right-click the affected account, then select Edit Account.
2. Select and copy the account name. Enter an asterisk (*) at the end of the account name.
3. From the Bank Feeds Settings tab, select Deactivate All Online Services, then OK.
4. Tap Save & Close.

Once done, create a new account in the Chart of Accounts and paste the text you copied earlier. Right-click the account with the asterisk, then select Edit Account. Remove the asterisk, then select Save & Close. Select Yes to merge the accounts.

You can now set up and reconnect it to the bank feeds again so you can download the transactions.

I added this link if you need help in reviewing and categorizing the downloaded transactions: Add and match Bank Feed transactions in QuickBooks Desktop.

Keep on posting here and I'll reply if you need more help in setting up bank and credit card accounts. Stay safe!

Hi, same issue, for Mac QB 2019.

I made the edit to the account number, but got a statement from the bank that the account number is wrong. (But I'm quite sure it's correct.)  When I click on the "Online Settings" button in the Edit Account window, it shows the wrong (old) credit card number, but no way to edit it.

Do I have to delete and then merge? Can you supply instructions for doing this on the Mac. The one is this thread seems to be for PC only. 

Thanks!

I'm here to provide you with the steps on how to edit the account number, johnkramer.

To successfully update the account number, you'll have to disconnect your current connection first. Then, reconnect your account again after the changes have been made. Here's how:

1. Go to the Lists menu, then select Chart of Accounts.
2. Highlight the account and click the Pencil icon to edit.
3. Select Online Settings.
4. In the Download Transactions drop-down menu, choose Not enabled.
5. Hit OK to confirm, then select OK to close the window.

Once done, follow these steps to edit the account number:

1. Click Accounts and right-click the name of the account.
2. Select Edit Account.
3. Update the account details.
4. When you're done, click OK.

After that, you may now reconnect again the account to QuickBooks Desktop for Mac. In addition, here are some resources that you can browse to help review your online banking transactions in the program:

• Download bank transactions
• Add and match transactions
• Fix issues with QuickBooks online banking

Keep me posted if you have any other concerns or further questions about bank feeds. Have a great rest of the day.

Is this step by step process the same for QBO as it is for Desktop? 

Yes, the logic is the same when looking at the process in QuickBooks Desktop, @kristin19841.

In QuickBooks Online (QBO), you'll also have to ensure matching or categorizing entries before disconnecting an account if you see transactions left for review. 

Doing this will enable you to disconnect the connected account in QBO. Here's how:

1. Go to the Accounting menu and select Chart of accounts.
2. Find the connected bank account and click the Triangle button from the Action column.
   
   
    
3. Choose Edit.
4. Check the Disconnect this account on save box.
5. Hit Save and close.
   
   

Once done, reconnect the right bank to the account in the Chart of accounts.

1. In the Chart of accounts, find the account you disconnect online banking from earlier.
2. Click the Triangle button from the Action column.
3. Select Connect bank.
   
   
    
4. Then choose your bank and hit Continue.
5. Enter bank account login credentials and follow on-screen instructions and requirements.

After this process, you should be able to get your online banking transactions in the For review tab in Banking to add, match, or categorize.

Once all set, it's time for you to take a peek at this article for the reconciliation procedure: Reconcile an account in QuickBooks Online.

Feel free to drop by if you need more help about disconnecting your online banking in QuickBooks. We're open 24/7 to assist. Take care!

Same issue here but now half of my charges are on the old card and half on the new card.

How do I reconcile both of the cards?

Also, there is another card for the same account, that is used by one of my employees. On which card do I add those charges?

Welcome to the Community, @Dandanezu. I'll help you update a credit card account number in QuickBooks Desktop.

My colleague above provided the steps to update the credit card number. Don't worry if you miss it. I will share the same steps.

You can disconnect and change the linked credit card account number (you don't have to disconnect all accounts).

Note that you won't be able to terminate an account if it still has transactions to evaluate. Before doing so, categorize them.

Here's how:

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.

Then, using the correct credit card number, re-establish the account:

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

Check this link to learn more about adding an account in QuickBooks Desktop: Learn about the chart of accounts in QuickBooks Desktop.

Let me know if you have additional questions about the Chart of Accounts in QuickBooks Desktop. I'm always around to help.

I attempted to follow your instructions, but when I try to view the register dropdown, I don't have the option to "Connect Bank". 

Hi there, file payroll tax.

Let's try another step so you can connect your bank account to QuickBooks Online. You can start by going to the Banking page and connect the account from there.

Here's how:

1. Go to Banking from the left menu, then Banking.
2. If this is the first bank account you’ve set up, select Connect account.
3. Or select Link account if you already created one.
4. In the search field, enter the name of your bank, then click Continue.
5. Sign in to your bank with your user ID and password.
6. Follow the on-screen steps. This might include security checks your bank requires. It could take a few minutes to connect.
7. Select the accounts you want to connect, then select the account type ▼drop-down.
8. Select how far back you want to download transactions. Some banks let you download the last 90 days of transactions. Others can go back as far as 24 months.
9. Click Connect.

QuickBooks will start downloading transactions from your bank once connected. All you need to do is review and categorize your transactions.

You can also watch banking tutorials through this page: Watch step-by-step videos to learn your way around QuickBooks.

Mention me here if there's anything else you want to ask. I'll be around to answer your questions.

I have a new credit card

Where do I find List

Hello there, @ehpeters.

I'm here to assist you with changing your credit card details for online banking.

Let's have to disconnect the old account first and reconnect the replacement when online services are activated.

Here's how:

1. Go to the Lists menu at the top.
2. Select a 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 Feed Settings tab.
6. Select Deactivate all online services.
    
7. Click OK, and then 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 to 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.

Once your bank transactions are downloaded, see this resource: Add and match Bank Feed transactions in QuickBooks Desktop. It will help you manage your bank transactions.

Let me know if you need additional assistance updating your credit card information. I'm here as your most valuable resource for QuickBooks.