cancel
Showing results for 
Search instead for 
Did you mean: 
mbe-mac-com
Level 1

My credit card expired; the charge didn't go through, so QuickBooks unsubscribed me. The credit card issue is fixed, but I can no longer connect to my bank. How do I fix?

I can connect directly to my bank online but the same info doesn't
work for QB.
1 Comment 1
Giovann_G
Moderator

My credit card expired; the charge didn't go through, so QuickBooks unsubscribed me. The credit card issue is fixed, but I can no longer connect to my bank. How do I fix?

Hello, mbe.

I can assist you in updating your credit card details so that everything continues to function normally.

You're account may put on hold if your credit card expired. If this happens, you'll be asked to update your billing information the next time you sign in to your QuickBooks Self-Employed account. Follow the steps below to change your billing details:

 

  1. Sign in to QuickBooks Self-Employed in a web browser. 
  2. Select your profile ⚙ icon and then Billing info.
  3. In the Payment Information section, click Edit ✎.
  4. In the Wallet list, you can:
    • Edit the payment method used for QuickBooks Online billing (expiration date, billing address, and account holder name)
    • Add a new payment to be used for QuickBooks Online billing
    • Switch QuickBooks Online billing to the previously stored payment method
  5. After saving your change, the payment method will be displayed in the Payment Information section.

 

In regards to connecting your bank account, did you encounter any error message when doing it? If the previous connection is no longer working, you reconnect your account using the steps below:

 

  1. Go to the Settings ⚙ icon and select Bank accounts.
  2. Click Connect another account.
  3. In the search box, enter the name of the bank and account type,
  4. Follow the onscreen instructions to connect your account. QuickBooks Self-Employed will automatically download your recent bank transactions.

 

For your reference, you can read this resource for more details: Connect bank and credit card accounts to QuickBooks Self-Employed.

 

Once all your transactions are downloaded successfully, you may start categorizing them so they will appear in the correct line of your Schedule C report: Categorize transactions in QuickBooks Self-Employed.

 

Let me know if you need further assistance updating your card information or connecting your bank account. I'll be around to help you.

Need to get in touch?

Contact us