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barry21
Level 3

Credit Card account download

I have connected my credit card to my QB account but am not getting any detail from the account.

My credit card is part of my bank so I added the connection when I linked ll my other on-line bank accounts.

Since it doesn't show any details it's not letting me show itemized details of my expenses. Anyone else having this problem. The credit card is thru Visa and my bank is a Credit Union.

4 Comments 4
MonicaM3
Moderator

Credit Card account download

Hi @barry21,

 

Thanks for reaching out to the Community. I’d be happy to help you with your Credit Card bank feed. I see that you indicated that no details are coming through. When you connected your credit card, did you match it to a credit card account in your Chart of Accounts? Are your bank transactions downloading into QBO? If yes, then let’s try disconnecting and reconnecting your credit card. Here’s how:

 

To disconnect:

  1. Go to the Banking or Transactions menu. Then the Banking tab.
  2. Select the tile for the bank account.
  3. Select the pencil ✎ icon on the tile for the credit card account.
  4. Edit account info.
  5. Tick Disconnect this account on save checkbox. 
  6. Save and Close.

 

To reconnect: Connect bank and credit cards to QBO

 

 

Let me know how it goes and if I can help you with any other questions. I’ll be here for you.

barry21
Level 3

Credit Card account download

No luck. Still has only 2 transactions but no other details.

Candice C
QuickBooks Team

Credit Card account download

Good evening, @barry21

 

Thanks for reaching back out to the Community and adding some extra clarification on this banking issue. 

 

Since the problem is persisting, I suggest contacting our Customer Support Team. They have a tool to help walk you through some additional steps called a screen share. 

 

Here's how: 

 

  1. Go to the Help icon. 
  2. Press the Contact Us button. 
  3. Give a brief description of the issue and hit Let's talk
  4. Scroll down and choose to Get a callback

 

Afterward, you'll receive an estimated time of when they will be in touch. You can always check out our tutorials page for additional details about features in your QuickBooks Online (QBO) account. 

 

Let me know how it goes. If you run into any trouble along the way, just let me know. I'm only a comment away if you need me. Wishing you and your business continued success!

barry21
Level 3

Credit Card account download

I think I'll do some more digging on my end with my bank. I have another account that is similar and the connection works fine. If I can't get it resoled then I'll look into doing the screen share with the support team. Thanks for your help.

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