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I understand you need detailed instructions about managing your bank account in QuickBooks Desktop (QBDT) after your card is reissued. Let me guide you to fix this concern.
When you're re-establishing the connection to your credit card account in QBDT, it's crucial to verify that the account type is correct and that your login details are accurate. You can find the account type at "FI Account type" in QuickBooks with the following mappings:
Checking Bank
Savings Bank
Money Market Bank
Line of Credit Bank
Credit card Credit card
Line of Credit Other current liability
After confirming the account types, I recommend reconnecting the bank account by following these steps:
- In Banking, go to Bank feeds.
- Click Set up Bank Feeds for an account and Enter your Bank's name field.
- After that, choose your bank.
Additionally, you can refer to the attached link for more detailed instructions on connecting a bank or credit card account to QBDT: Set up or edit bank accounts for Bank Feeds in QuickBooks Desktop.
If your bank transactions are already synced in QBDT, you can proceed with reconciling your account to ensure the accuracy of your books.
Once you've completed the connection and reconciliation, please let me know if you require further assistance with managing your credit card account in QBDT. I'm here to help.
