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Removing a credit card

I was using a credit card (A) for business expenses but opened a new business credit card. I no longer wish to use credit card (A) for business expenses. How do I delete the account from my quickbooks but retain all the past business expenses I used it for?

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Best answer 02-17-2019

Accepted Solutions
Moderator

Re: Removing a credit card

Hello tt121,

 

Before you disconnect your credit card from QuickBooks Online, make sure the downloaded bank transactions are already added, matched, or transferred to the correct account. You can refer to this article for more information: Assign, Categorize, Edit, and Add your Downloaded Banking Transactions.

 

Once these transactions are added to your register, they won't disappear after disconnecting your credit card.

 

Now, here's how you can disconnect the credit card:

  1. Click Banking on the left menu and select Banking.
  2. High-light the credit card you want to disconnect and click the pencil icon.
  3. Select the Edit account info button.
  4. In the Account window button, go to the Connected to section.
  5. Mark the Disconnect this account on save box.
  6. Click Save and Close.

Additional details would be much appreciated if you mean something else. Thanks in advance!

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5 Comments
Moderator

Re: Removing a credit card

Hello tt121,

 

Before you disconnect your credit card from QuickBooks Online, make sure the downloaded bank transactions are already added, matched, or transferred to the correct account. You can refer to this article for more information: Assign, Categorize, Edit, and Add your Downloaded Banking Transactions.

 

Once these transactions are added to your register, they won't disappear after disconnecting your credit card.

 

Now, here's how you can disconnect the credit card:

  1. Click Banking on the left menu and select Banking.
  2. High-light the credit card you want to disconnect and click the pencil icon.
  3. Select the Edit account info button.
  4. In the Account window button, go to the Connected to section.
  5. Mark the Disconnect this account on save box.
  6. Click Save and Close.

Additional details would be much appreciated if you mean something else. Thanks in advance!

Capture.JPG

Not applicable

Re: Removing a credit card

Thank you this was so helpful!!!!

Content Leader

Re: Removing a credit card

Nice to see you in the Community again, @tt121. I'm glad that you found the information on removing a credit card helpful! 

 

The Community has your back and is always here should you need further assistance. Cheering you to a great and productive week ahead. 

Not applicable

Re: Removing a credit card

I meant removing the credit card that Quick Books charges each month for my subscription, 

QuickBooks Team

Re: Removing a credit card

You can only update the credit card details for your subscription, ecospersa.

 

If you wish to cancel your account, the information will still be there. You can still use it in case you wanted to resubscribe. Although, it will only be available for a year. After that, all data on your account will be permanently deleted, including the credit card.

 

If you'd like to update it, here's how:

  1. Go to Gear(⚙) icon and select Account and Settings.
  2. Select Billing and Subscriptions.
  3. Click on Edit ✎ next to the Payment Method. Then, enter the new credit card information.
  4. Select the Confirm card. Then, click Save Changes.

If you have follow up questions, I'm here to help.

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