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suburbanshopper
Level 1

Credit card transactions going to wrong account

 
1 Comment 1
katherinejoyceO
QuickBooks Team

Credit card transactions going to wrong account

Great day and welcome to the Community, @suburbanshopper

 

There are instances that the transactions will go to the wrong account when you have multiple credit card accounts under one bank and you've connected the incorrect one.

 

We can disconnect that credit card account and reconnect the correct one. First off, you'll need to exclude the transactions that were downloaded to avoid duplicates when it's reconnected. Here's how: 

 

  1. Go to Banking on the left side panel and click Banking again.
  2. On the For Review folder, select all the transactions that were downloaded to the incorrect account.
  3. Click the drop-down arrow for Batch actions.
  4. Select Exclude Selected.

 

Here's how to disconnect your credit card account: 

 

  1. From your Banking page, select the blue tile for your bank (credit card) account.
  2. Click the pencil icon to edit the account, then select Edit account info.
  3. Check the Disconnect this account on save check box.
  4. Click Save and close when done. 

 

You can now reconnect and select the right credit card account to make sure they're downloaded in the correct account. 

 

For future reference, read through this article: Assign, categorize, edit, and add your downloaded banking transactions. It helps you learn about reviewing your transactions in QuickBooks and assign them to the correct category. 

 

I'd also appreciate it if you can add more details about your concern? Any additional information will help me better in guiding you in the right direction. 

 

Get back to me at any time, @suburbanshopper. I'm always around here to help you more.

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