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C4 Weed Control
Level 1

Wells Fargo converting to master cards from visa Cards

Hi, I have noticed since wells Fargo has changed there CC from Visa to Master Card that my accounts are no longer linked, and says Can't find this account.  But when I log into my bank the numbers are the same as in QB.  I cant be the only one having this trouble.

 

Thanks

Steve 

4 Comments 4
JoanaC
QuickBooks Team

Wells Fargo converting to master cards from visa Cards

I'm happy to help you link your bank account to QuickBooks Online, @C4 Weed Control.

 

There's a possibility that the connection with your bank got disconnected in QuickBooks Online. When this happens, we suggest updating your connection. Let me show you how: 

  1. Go to your Transactions and then select Bank Transactions.
  2. Click Update in the upper right corner.
  3. If the error persists, look for a banner on the banking page. Select the Check Connections link and follow the on-screen instructions to fix the issue. 

 

However, since you mentioned that Wells Fargo changed their credit card from Visa to Master card, we'll have to disconnect and reconnect your bank. 

 

Here's how: 

  1. Go to Bank Transactions.
  2.  Click the Pencil icon and then Edit account info
  3. Check the box for Disconnect this account on save
  4. Hit Save and Close.
  5. Connect your bank just like before. 

 

Moreover, let me share this article to help you with your bank error connection and find your missing transactions: Categorize online bank transactions in QuickBooks Online.

 

Don't hesitate to reply if you still have questions about your bank connection. Have a great day. 

C4 Weed Control
Level 1

Wells Fargo converting to master cards from visa Cards

Hi, It sees my Wells Fargo account for the checking it is just not relating to the CC part, so I believe the connection to the bank account works is just the numbers I believe for CC are not being recognized.

 

 

KayePe
QuickBooks Team

Wells Fargo converting to master cards from visa Cards

It appears that it is currently crucial for you to link your credit card account, @C4 Weed Control. I am here to provide assistance with your inquiry.


Since Fargo has switched their credit card type from Visa to Mastercard, you will need to disconnect the Visa credit card and reestablish the connection with the new Mastercard in QuickBooks. To disconnect the Visa credit card, follow these steps:
 

  1. From Transactions, go to Bank Transactions.
  2. To disconnect, click on the account tile you need and then select the pencil icon.
  3. Hit the Edit account info tab, then tick the Disconnect this account on save.
  4. If done, choose Save and Close.

 

disconnect bank acc.png

 

Once completed, you can now relink your credit card account to QuickBooks. It will enable you to effortlessly retrieve and import transactions directly from your bank, saving you time and energy.


Once connecting your bank to QBO, review the categories for automatically downloaded transactions. It helps ensure that your financial data is accurately categorized and recorded in QuickBooks.


If you have any questions about linking your credit card account or any other QuickBooks Online transactions, please feel free to ask by adding a comment below. I'm here to help and happy to assist.

C4 Weed Control
Level 1

Wells Fargo converting to master cards from visa Cards

Thanks I will try it 

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