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I have a client that received a new credit card with a different account number. It is the same account as before just changed the number. I have researched on this forum and I am trying to be sure that I under stand the process -
Disconnect the bank feed for the old card [Can you disconnect only that account, or do all accounts with that bank need to be disconnected, and then re-established]
Go back to bank feeds and setup a new connection to the new account and point it to the original account in QBDT. [what I have done in the past is add a comment to the account name showing part of the old number]
Then I can continue reconciling the accounts based on the new account.
Am I missing anything or leaving anything out?
Thank you
EJ
Solved! Go to Solution.
Hello, EJ.
I'll share the steps in updating a credit card account number in QuickBooks Desktop.
You aren't missing anything at all. You're right about the process. However, you'll just want to disconnect the connected credit card account and update its number (you don't have to disconnect all accounts).
Note: QuickBooks won't let you disconnect an account if it has transactions left for review. Categorize them first before doing so.
Here's a step-by-step process:
Next, reconnect the account with the correct credit card number:
When you're done, continue reconciling your accounts. If you need help with the process, I'd recommend reading this article: Reconcile an account in QuickBooks Desktop.
I'm also linking our general support page with articles if you need help with other processes in QuickBooks Desktop.
I'm all ears if you have other concerns with the program. Just post them here and I'll get right into it. I hope you're having a good week.
Hello, EJ.
I'll share the steps in updating a credit card account number in QuickBooks Desktop.
You aren't missing anything at all. You're right about the process. However, you'll just want to disconnect the connected credit card account and update its number (you don't have to disconnect all accounts).
Note: QuickBooks won't let you disconnect an account if it has transactions left for review. Categorize them first before doing so.
Here's a step-by-step process:
Next, reconnect the account with the correct credit card number:
When you're done, continue reconciling your accounts. If you need help with the process, I'd recommend reading this article: Reconcile an account in QuickBooks Desktop.
I'm also linking our general support page with articles if you need help with other processes in QuickBooks Desktop.
I'm all ears if you have other concerns with the program. Just post them here and I'll get right into it. I hope you're having a good week.
Hi Jamespaul - same question but for Quickbooks 2019 for Mac. Can you provide step by step?
Let me provide you the steps on how you can edit the credit card number in your account, @Sayre PR.
Before you proceed, let's disconnect the account first from the Bank Feeds Center. Simply follow step number two from this article: How to deactivate bank feeds.
Then, follow these steps to edit the account:
Once done, you can now reconnect again the account to QuickBooks Desktop for Mac.
After reconnecting, QuickBooks will automatically download your recent transactions for you. You can categorize them to easily review your transactions.
Please know that our doors are always open to help you with any QuickBooks-related concern. Take care and enjoy the day!
We had to get new credit card numbers recently after our cards were stolen, but it is also the same account so I followed your directions to update the account in quickbooks desktop. I think something went wrong because now when I go to the new card to reconcile the account it shows a zero balance, and if I try to reconcile the old account it only shows the future automatic payment that is scheduled. Should I have done something differently since it is a company account with two sub account cards? I haven't added the sub account card numbers or anything. I just followed your instructions. I don't remember how to add the sub account cards either. Can you please help me? Thank you.
Sarah
Hello there, SCOxford.
I'll help you reconcile and add a sub-account in QuickBooks Desktop(QBDT).
You're almost there. After updating the account, let's ensure that the new credit card is reconnected so that it will show the current balance. You can follow the steps provided by my colleague jamespaul above about reconnecting the account with the correct credit card number. Once it is connected, you can now add sub-accounts. I'll show you how.
For more information, you can review this guide to see the detailed steps on managing your accounts: Add, edit, or delete accounts in QuickBooks Desktop.
In addition, I've included this resource for your reference about reconciling your account: Reconcile an account in QuickBooks Desktop.
Do you have more questions about managing your accounts or the reconciliation process? Please let me know and I'll guide you.
did what you said deactivated old acct and set up bew one, when I click on the QBO file to download transacrions it still says QB does not have an online account to handle these transactions...
It asks to use and existing account whichbis not on the list or create a bew one.
I want the charges to go into the same ledger so I do not want to create a new account.
What do I do to get the transactions to populate in the cc account?
Hello Roatan!
Thanks for joining this post. Allow me to help you in fixing your banking.
It's great that you're able to link the Credit Card account again. Unusual behavior like this can be fixed by re-sorting the list of accounts. Follow these steps:
If the same thing happens, let's create a duplicate account and merge them to the one. This method requires us to temporarily deactivate the banking again. Here's how:
Once done, create a new account in the Chart of Accounts and paste the text you copied earlier. Right-click the account with the asterisk, then select Edit Account. Remove the asterisk, then select Save & Close. Select Yes to merge the accounts.
You can now set up and reconnect it to the bank feeds again so you can download the transactions.
I added this link if you need help in reviewing and categorizing the downloaded transactions: Add and match Bank Feed transactions in QuickBooks Desktop.
Keep on posting here and I'll reply if you need more help in setting up bank and credit card accounts. Stay safe!
Hi, same issue, for Mac QB 2019.
I made the edit to the account number, but got a statement from the bank that the account number is wrong. (But I'm quite sure it's correct.) When I click on the "Online Settings" button in the Edit Account window, it shows the wrong (old) credit card number, but no way to edit it.
Do I have to delete and then merge? Can you supply instructions for doing this on the Mac. The one is this thread seems to be for PC only.
Thanks!
I'm here to provide you with the steps on how to edit the account number, johnkramer.
To successfully update the account number, you'll have to disconnect your current connection first. Then, reconnect your account again after the changes have been made. Here's how:
Once done, follow these steps to edit the account number:
After that, you may now reconnect again the account to QuickBooks Desktop for Mac. In addition, here are some resources that you can browse to help review your online banking transactions in the program:
Keep me posted if you have any other concerns or further questions about bank feeds. Have a great rest of the day.
Is this step by step process the same for QBO as it is for Desktop?
Yes, the logic is the same when looking at the process in QuickBooks Desktop, @kristin19841.
In QuickBooks Online (QBO), you'll also have to ensure matching or categorizing entries before disconnecting an account if you see transactions left for review.
Doing this will enable you to disconnect the connected account in QBO. Here's how:
Once done, reconnect the right bank to the account in the Chart of accounts.
After this process, you should be able to get your online banking transactions in the For review tab in Banking to add, match, or categorize.
Once all set, it's time for you to take a peek at this article for the reconciliation procedure: Reconcile an account in QuickBooks Online.
Feel free to drop by if you need more help about disconnecting your online banking in QuickBooks. We're open 24/7 to assist. Take care!
Same issue here but now half of my charges are on the old card and half on the new card.
How do I reconcile both of the cards?
Also, there is another card for the same account, that is used by one of my employees. On which card do I add those charges?
Welcome to the Community, @Dandanezu. I'll help you update a credit card account number in QuickBooks Desktop.
My colleague above provided the steps to update the credit card number. Don't worry if you miss it. I will share the same steps.
You can disconnect and change the linked credit card account number (you don't have to disconnect all accounts).
Note that you won't be able to terminate an account if it still has transactions to evaluate. Before doing so, categorize them.
Here's how:
Then, using the correct credit card number, re-establish the account:
Check this link to learn more about adding an account in QuickBooks Desktop: Learn about the chart of accounts in QuickBooks Desktop.
Let me know if you have additional questions about the Chart of Accounts in QuickBooks Desktop. I'm always around to help.
I attempted to follow your instructions, but when I try to view the register dropdown, I don't have the option to "Connect Bank".
Hi there, file payroll tax.
Let's try another step so you can connect your bank account to QuickBooks Online. You can start by going to the Banking page and connect the account from there.
Here's how:
QuickBooks will start downloading transactions from your bank once connected. All you need to do is review and categorize your transactions.
You can also watch banking tutorials through this page: Watch step-by-step videos to learn your way around QuickBooks.
Mention me here if there's anything else you want to ask. I'll be around to answer your questions.
I have a new credit card
Where do I find List
Hello there, @ehpeters.
I'm here to assist you with changing your credit card details for online banking.
Let's have to disconnect the old account first and reconnect the replacement when online services are activated.
Here's how:
Once done, reconnect the credit card account using the replacement card.
For more information about this process, see this article: Edit Bank Feed settings for bank or credit card accounts. It contains other details about changing your login and info about your bank account.
Once your bank transactions are downloaded, see this resource: Add and match Bank Feed transactions in QuickBooks Desktop. It will help you manage your bank transactions.
Let me know if you need additional assistance updating your credit card information. I'm here as your most valuable resource for QuickBooks.
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