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Fourth House
Level 1

I have a credit card account (Chase) linked to our QuickBooks account. We have issued a new card, that card's transactions are not populating, can I add new card?

 
2 Comments 2
Rose-A
Moderator

I have a credit card account (Chase) linked to our QuickBooks account. We have issued a new card, that card's transactions are not populating, can I add new card?

Yes, you can add a new card and link to your QuickBooks Online, Fourth House.

 

You can follow the step-by-step process below of adding your new card in QuickBooks. Here's how:

 

  1. Click Banking in the left panel and choose the Banking tab.
  2. Select Connect Account on the landing page if this is your first time connecting. If you've already created one, select Add account or Link account.
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  3. Search for your bank.

 

You can read through this article for your reference: Connect bank and credit card accounts to QuickBooks Online. This will provide you a brief video to serve as your visual guide as well as another way to link your account.

 

Once imported, I recommend editing, assigning, and categorizing your transactions. Also, you can match them to the existing entries in the software. Just go to the For Review tab from the Banking menu. Doing so will help you ensure the accuracy of your financial records.

 

Loop me in if you still need help with linking your credit card or have follow-up questions about QuickBooks. I'll be around to help.

Rose-A
Moderator

I have a credit card account (Chase) linked to our QuickBooks account. We have issued a new card, that card's transactions are not populating, can I add new card?

Hi, Fourth House.

 

Hope you're doing great. I wanted to see how everything is going about linking a new card. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I'd be happy to help you at anytime.

Looking forward to your reply. Have a pleasant day ahead!

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