Chart of Accounts

Hey there, Kishian.

Thanks for dropping by this afternoon. I recommend logging in to your QuickBooks Online using an incognito browser before reconnecting your credit card.

Once done, please follow these steps:

1. Go to the Banking tab.
2. Select the credit card you want to reconnect.
3. Repeatedly click the Update button thrice to four times. 

If it still doesn’t work, you would need to update your credit card info.

Here’s how:

1. Go to the Banking tab.
2. Select the credit card you want to reconnect, then the pencil icon.
3. Select Edit sign-in info and update your username and new password.

If you’re still getting the same result, please contact our Customer Support Team. They have the tools to access your account and trace the cause of the issue. Thank you for your time and have a nice afternoon. 

Hi Nick, 

It is not showing anymore on my banking tab, does it mean that I have to link the credit card account?

Hey, Kishian. 

If you don't see your bank account on the Banking tab page, you will want to reconnect the bank account, here's how:

Connect a bank or credit card account:

Connect bank and credit card (including PayPal) accounts you use for your business.
Follow these steps if you want to connect American Express Business card instead.

You can connect as many accounts as you need. Feel free to connect accounts you use for both business and personal purchases, but you'll need to sort your personal expenses as you go.

1. Go to the Banking menu or Transactions menu.
2. Select Connect Account on the landing page, or select Add account or Link account if you've already created an account.
   
   
    
3. Search for your bank. You can connect most banks, even small credit unions.

   - If you can’t find your bank on the list but still want to add your transactions to QuickBooks Online, you can manually upload bank transactions from a CSV file.

4. Select Continue. Then enter the username and password you use for your bank's website in the pop-up window. It may take a few minutes to connect. You'll see onscreen instructions if your bank requires additional security steps.
   
   
    
5. Select the accounts you want to connect (savings, checking, or credit card) to QuickBooks. You should see all of your accounts tied to your financial institution and can connect as many as you need.
   
   
    
6. For each account, select the account type from the dropdown. These are accounts currently on your chart of accounts.
7. Select the date range for the download. Some banks download the last 90 days of transactions, others go back as far as 24 months.
8. Select Connect.

Please, let me know if you have any other questions, night or day. Thanks and have a nice evening.