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timschunk-gmail-
Level 1

I tried to change a "credit card" account to a "Commercial Line of Credit," but the system does not allow it due to the existing transaction. How do I fix this?

The system wants me to modify the existing transaction, but the directions make no sense to me, nor do I even understand how to do so.

1 Comment 1
LouiseG
QuickBooks Team

I tried to change a "credit card" account to a "Commercial Line of Credit," but the system does not allow it due to the existing transaction. How do I fix this?

QuickBooks enables you to convert your credit card account to a commercial line of credit, even if there are existing transactions linked to the account, tims.

 

Beforehand, could you please provide a screenshot of your screen as you try to change your account settings? This will allow me to gain a clearer insight into the specific issue you're encountering, enabling me to offer more precise assistance.

 

In the meantime, let’s perform some troubleshooting steps to pinpoint and remedy the issue, determining whether it might be linked to your browser. Often, an accumulation of excessive cache files in your browser can lead to unexpected behavior within the program.

 

Start by logging in to your QBO account using a private or incognito window. Depending on your browser, you can use the following keyboard shortcuts:

 

  • Google Chrome: Ctrl + Shift + N
  • Mozilla Firefox: Ctrl + Shift + P
  • Microsoft Edge: Ctrl + Shift + N
  • Safari: Command + Shift + N

 

If this resolves the issue, return to your default browser and clear its cache to refresh the system. Alternatively, you may use other supported browsers

 

Furthermore,  to ensure the accuracy of your financial records, you can visit this article: Reconcile an account in QuickBooks Online.

 

Our goal is to offer you helpful guidance in managing your transactions or accounts in QBO. If you have further questions or need additional guidance, please don't hesitate to reply below. This forum will remain available for any future inquiries or support you may require.

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