Hi, Oscortega. You don’t need to edit the link or create a new one to connect QuickBooks to your updated credit card account.
Instead, you need to disconnect the old credit card account in QuickBooks to fix the broken connection caused by the update. Before proceeding, ensure all transactions are properly categorized, as any Pending transactions will be deleted. Here’s how to do it:
- Go to Accounting, then Bank Transactions.
- Find the tile for the old credit card account. Click the pencil icon and select Edit Account Details.
- Check the Disconnect this account on save box.
- Click Save and Close.
Once disconnected, reconnect your new credit card account by adding it again for a fresh connection and allowing transactions to sync seamlessly again.
Hit the Reply button if you need further help managing your QuickBooks account.
