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

How to link a new credit card to QB? The only option for "linking" is the current card.

 
2 Comments 2
Shahul Hameed India
Level 2

How to link a new credit card to QB? The only option for "linking" is the current card.

Create a new chart of account as "Credit Card Bank ****657" under Bank Category with the option selection of "Credit Card". Once created, it will be appeared on the chart of account page where you can see the option "Bank Link" at the right side of each line items. When you choose the option " Bank Link" then QBO takes you to Bank Feed Portal where you are asked to feed Bank Name, Account Number, Credit Card selection and Netbanking password. That's it. QBO brings all banking data up-to-date when ever you refresh Credit Card Account.

Ivan_G
QuickBooks Team

How to link a new credit card to QB? The only option for "linking" is the current card.

I'm here to help you connect the second credit card (CC) account to QuickBooks Online (QBO) bank feeds, mrosell.

 

Before we start, may I ask if you've encountered an error message while connecting the new CC account? Is the CC active, or does your financial institution (FI) require additional authentication when synced to platforms like QuickBooks? Any further information or confirmation could help us sort this out accordingly.

 

While waiting for your response, I'll share the troubleshooting steps below you can follow to narrow down the result.

 

There are instances when the system's stored data utilities get corrupted or outdated. When this happens, certain functions get affected and act unusually. Given this, I recommend accessing your account using a private browser to rectify this matter.

 

Please refer to the keyboard shortcut keys below:

 

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

 

From there, try connecting the new CC account to online banking. If you can successfully do so, let's eliminate your regular browser's excessive data build-up by clearing its cache and cookies. You can also utilize another supported browser if the problem persists.

 

Additionally, it's advisable to reconcile your accounts regularly to ensure you can detect and resolve possible discrepancies with your entries in QuickBooks.

 

Tap the Reply button if you're ready to provide more details about your account connectivity concern. I'm always around and ready to provide speedy assistance.

Sign in for expert help
Ask questions, post replies & join our community of QuickBooks users.

Need to get in touch?

Contact us