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dawnrose1213
Level 1

One of my credit cards is showing up as a bank payment account. How do i change this?

 
Solved
Best answer February 14, 2020

Best Answers
AileneA
QuickBooks Team

One of my credit cards is showing up as a bank payment account. How do i change this?

Hi there, @dawnrose1213

 

Thank you for reaching out to the Community. 

 

We can modify the Account Type and Detail type to change this. Let me show you how:  

 

  1. Go to Accounting and select Chart of Accounts
  2. Select the specific bank account you want to change and under Action click drop-down arrow and Edit
  3. Under Account Type select Credit Card and under Detail Type choose credit card. 
  4. Hit Save and Close.

 

action.PNG  

action1.PNG  

 action2.PNG

 

 

Once done, you can view the changes made under Banking menu. 

 

For additional information on this, I recommend the following article: Connect bank and credit card accounts to QuickBooks Online

 

Please let me know how it goes or if you need further help about this. I'm just a post away. Have a great day!

View solution in original post

2 Comments
AileneA
QuickBooks Team

One of my credit cards is showing up as a bank payment account. How do i change this?

Hi there, @dawnrose1213

 

Thank you for reaching out to the Community. 

 

We can modify the Account Type and Detail type to change this. Let me show you how:  

 

  1. Go to Accounting and select Chart of Accounts
  2. Select the specific bank account you want to change and under Action click drop-down arrow and Edit
  3. Under Account Type select Credit Card and under Detail Type choose credit card. 
  4. Hit Save and Close.

 

action.PNG  

action1.PNG  

 action2.PNG

 

 

Once done, you can view the changes made under Banking menu. 

 

For additional information on this, I recommend the following article: Connect bank and credit card accounts to QuickBooks Online

 

Please let me know how it goes or if you need further help about this. I'm just a post away. Have a great day!

View solution in original post

dawnrose1213
Level 1

One of my credit cards is showing up as a bank payment account. How do i change this?

Thank you! I was so close and in the right area, which makes me feel better. I was missing the action menu part of it. I appreciate the help - it worked!

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