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Buy nowThanks for sharing details of your experience with having difficulties reconnecting your credit card to your QuickBooks account, @jdmarlow2. I'm here to help ensure we can find a solution that meets your needs.
I've replicated the situation here on my end and I was able to disconnect and reconnect a credit card account in QuickBooks Online (QBO). Also, I had the option to choose a specific account type. In your case, we can perform some basic troubleshooting steps to get through this.
I recommend accessing your QBO account in a private or incognito window to determine if this is some kind of a browser-related issue. These keyboard shortcuts can start a session depending on the browser that you're using:
Once signed in, reconnect your credit card once again. If it works, then that's great news. Otherwise, I suggest signing into your financial institution's website. You'll then check the following:
If everything looks good, go back to QuickBooks and then update your banking by going to the Bank Transactions page and selecting Update.
If you need some help categorizing, or matching those records, utilize this article as a guide: Categorize and match online bank transactions in QuickBooks Online
Keep us posted about the result after performing the suggested steps in reconnecting your credit card account. The Community team is always around to offer additional help.
Thank you for your quick and thoughtful response. I was able to get this working on a desktop browser. However reconnecting my bank/credit card on the QBO iOS App also worked perfectly. I have no idea why the desktop browser version did not behave as it should have. Something to note for other users perhaps.
Hi there, @jdmarlow2.
Thank you for sharing your experience with us regarding your efforts to connect your bank using the desktop version of our software. We're glad to hear that you were able to successfully reconnect your bank by following the steps provided by our representative.
Your feedback is valuable to us, and we appreciate your patience and cooperation throughout this process. If you have any further questions or require additional assistance, please don't hesitate to reach out to us.
Thank you for choosing our services, and we look forward to continuing to support you.
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