I have a new credit card #. How do I get transactions downloaded?

It's great to have you here, @ddm1118.

Just to clarify, is the new credit card number a new account or a sub-account to your existing connected account? Just a heads-up, QuickBooks relies on how your bank shares your posted transactions with us.

If the new credit card is a new account, you can connect it directly to QuickBooks. Here's how

1. Go to the Gear icon.
2. Choose Chart of Accounts.
3. Select New.
4. In the Account Type drop-down, select the account type.
5. In the Detail Type drop-down, select the type of account you want to create.
6. If more than one choice appears in the Detail Type field, select the type of account you want to create.
7. In the Name field, enter a name for the account.
8. Click Save and Close.

However, if the new credit card is a sub-account to your existing connected bank account and the transactions are downloaded to one account, just connect the parent account. However, if the transactions were downloaded to the individual accounts, connect the sub-accounts.

Here's how to add a sub-account:

1. Follow the procedure in the previous section to create a parent account.
2. Ensure to mark the Is sub-account checkbox.
3. Select the Enter parent account drop-down arrow.
4. Choose the parent account.

You can read through this article for more detailed instructions: About bank or credit card sub-account setup.

Also, I've got these articles to help you manage your sub-accounts to break down your expenses and income:

• Organize your accounts into parent accounts and subaccounts
• How to Connect Bank & Credit Cards

Swing by here if you have other questions about managing your bank accounts in QuickBooks by leaving a comment below. I'm always here to help you out.

The credit card was canceled & a new # issued.

This is a new CC # replacing the old, which was canceled.

I don't think it's a "sub" account or a new account.

I need help.

I have 8 employees that have AMEX cards under the same AMEX login.  Our chart of accounts is set up with a parent Credit Card account with each individual card holder listed beneath it as sub-accounts.  I download the transaction data in the banking tab by clicking "update".  

We issued a new card to a new employee and I created a new sub-account for him.  However, when I click "update" do download new credit card transactions, the new card doesn't show up.  Do you know how I can tell QuickBooks to add another card to our banking screen and how to apply it to the new account that I created in the chart of accounts?

Thank you!

On the banking tab, only the sub-accounts are showing, which doesn't include the new employee's account or the parent account.

Thanks for following this thread, econnolly.

I recognize the importance of being able to use the bank feeds smoothly. This will help save your business time.

We’ll have to review how the newly added card is set up in QBO. The troubleshooting step requires us to collate personal data to access your account.

The safety and security of your information always come first. That’s why we’ll have you connected to our QBO Care Team. Our specialists can review the settings of your online banking in a safe environment. Then, start performing the troubleshooting steps.

From there, they’ll guide you on how to apply the permanent fix. Also, make sure the missing accounts will show on the Banking page. This way, transactions are downloaded to the new card.

1. Click on the Help icon at the top to display the QB Assistant window.
2. Press the Talk to a human menu and enter the issue/topic.
3. Follow the on-screen instructions to complete the process.
4. Choose Chat with us or Have us call you.

Let me share the following article for additional resources. It outlines the complete instructions on how to link your American Express account. It includes the steps to switch from tracking multiple American Express accounts to one parent account: Connect your American Express Business account.

Additionally, this article will guide you on how to efficiently classify and match downloaded entries: Categorize and match online bank transactions in QuickBooks Online.

If there’s anything else I can help you with, feel free to post a comment below. I’ll be glad to assist further. Have a good one.

This thread is pretty old, but its worth a shot.

I followed the above instruction after replacing our card (was lost; new card had new number).

But now theres a Balance tranfer in my review list for the previous balance. Is this a transaction that should be "excluded" as I can't transfer in and out of the same account? 

Thanks for joining this conversation, @kathryno.

Since this is just a balance from your previous card, then yes! You can just select the Excluded option in the For Review list. Doing this will avoid any duplicates in your account.

Here's how:

1. In QuickBooks Online (QBO), go to the Banking menu at the left pane to get to the Banking page.
2. Proceed to the For Review tab.
3. Select the checkbox of the transaction(s) to exclude.
4. Hit Exclude.

If you're using QBO for Andriod or IOS, you may check out this article for the detailed steps on how to do it: Exclude a bank transaction you downloaded into QuickBooks Online.

After that, you can then reconcile your account to make sure your bank and credit card statements are matched. Refer to this article for further guidance: Reconcile an account in QuickBooks Online.

Please let me know if you have any other questions or concerns by leaving a comment below. I'm always here to answer them. Have a good one!

Hi, how do I do this procedure on Quickbooks Desktop?

I have the same issue but my Quickbooks version is Desktop. How can I change the credit card account number on Quickbooks Desktop Pro 2021?

Hello there, @moises-pontes.

I'll share the steps for updating a credit card account number in QuickBooks Desktop (QBDT). 

The process is the same with QuickBooks Online, you'll need to disconnect the connected credit card account and reconnect it to update its number. However, please know that QuickBooks won't let you disconnect an account if it has transactions left for review. You'll have to categorize them first before doing so. 

Here's how to disconnect a credit card account in QBDT:

1. Go to the Lists menu, then select Chart of Accounts.
2. Find the connected credit card account, then right-click on it.
3. Select Edit account, then click the Bank Feed Settings tab.
4. Choose Deactivate All Online Services. 
5. Click Save & Close. 

Once done, you'll have to reconnect the account with the updated credit card number. To do so, you can follow the steps below:

1. Go to the Banking menu, then select Bank Feeds.
2. Choose Set Up Bank Feeds for an Account.
3. Follow the on-screen prompts to connect the credit card account again.

You may also want to reconcile your new credit card account in QuickBooks Desktop. Here's an article you can read for more guidance: Reconcile an account in QuickBooks Desktop. This will help make sure your QuickBooks transactions match your credit card statement.

Come back to this post and let me know how it goes, @moises-pontes. The Community team and I are always here to provide further assistance.