Thank you for posting here on the Community, tye3.
I've got some information you need so you can link your new business credit card to QuickBooks Online.
Before we proceed, may I ask what is the name of the bank? This will help us check if there are any ongoing issues.
Once the accumulated Internet data in your browser's cache get corrupted, it can affect the platform's functionalities. You can perform some troubleshooting steps to get this resolved.
Let's try logging in to your QuickBooks Online (QBO) account using a private browser. This way, we can check if it's a browser data issue.
Here are the keyboard shortcuts:
- Google Chrome: Ctrl + Shift + N
- Mozilla Firefox: Ctrl + Shift + P
- Microsoft Edge: Ctrl + Shift + P
- Safari: Command + Option + P
Once logged in, try to link your bank account. If it works, get back to your regular browser and clear its cache. If the issue persists, you can switch to other supported browsers.
Just in case your credit card transactions won't download, you can check out this article for the detailed steps and information to fix it: What to do if you see a bank error or bank transactions won’t download.
Meanwhile, you can get a valid WebConnect (CSV) file through your bank's website or directly from your bank. Once you have this file, you can upload it to QuickBooks Online. Here are some links that are helpful for the import process:
After downloading or importing the banking transactions, you can start
categorizing them into the correct accounts.
If you have any other follow-up questions while linking your credit card account in QBO. Let me know by adding a comment below. I'll gladly help. Take care, and I wish you continued success.
