cancel
Showing results for 
Search instead for 
Did you mean: 
Level 1

Would I be able to connect a different credit card that is associated with a different bank account?

 
1 Comment
Highlighted
Moderator

Would I be able to connect a different credit card that is associated with a different bank account?

Yes, you can connect another credit card even it is associated to a different bank account, compassrosetutor.

 

Before we can connect your new credit card, we'll need to create a new account for it.  Right after, we'll have an option to connect it to the Banking page once you're done creating an account for it. I'm glad to walk you through on how to do it.

 

Here's how:

  1. Go to Accounting on the left panel.
  2. In the Chart of Accounts section, click the New button at the upper right corner.
    Capture16.PNG
  3. Enter the following information such as the account type, name, detail type.
  4. Once everything is ready, click the Save and Close button.
    Capture17.PNG

 

Now, let's connect the credit card from the Chart of Accounts. Follow the steps below:

  1. Click the drop-down arrow beside Account history or View Register for that account under Action column.
  2. Select Connect bank.
    Capture15.PNG

 

I'm including an article that will guide you more with this. Also, you can check out here in case you encounter errors during the process.

 

Tag me directly if you need further help in connecting your credit card account. I'm always free to help you!

Need to get in touch?

Contact us