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jinbyun1
Level 1

I have an issue to connect to a bank credit account to a company in QB. The options shows all existing bank accounts, not a credit card that I want to connect.

I mean I chose a credit card account in Chase but all existing connected accounts added automatically and I can't delete them or choose only one credit card account in Chase.

1 Comment 1
AntoniettaE
QuickBooks Team

I have an issue to connect to a bank credit account to a company in QB. The options shows all existing bank accounts, not a credit card that I want to connect.

I understand the challenge you're facing with trying to connect your credit card to QuickBooks Online (QBO), Jinbyun. Rest assured, I'm here to help you streamline this connection and address any issues you're encountering.

 

Please know that QBO relies on the details and connections provided by your bank to function properly. Since you don't see some of your accounts, you can log in to their website to check for ongoing system issues. To do that:

 

  1. Sign in to Chase's website.
  2. Select Security & privacy, then you’ll see Security Center.
  3. Make sure to permit QuickBooks to access your data.

 

If you want to know why you need to do this, check Chase's Security Center page for more details. Once you have completed these steps, you can connect to your bank account again.

 

For future reference, please refer to this article to review your downloaded bank and credit card transactions: Categorize online bank transactions in QuickBooks Online.

 

Consider this thread your go-to resource whenever you have questions about connecting your bank. You can also create a new discussion here in the Community space for assistance.

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