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leighann.raines
Level 1

Can a credit card account be updated in QBO with a new card number and still retain historical classification and attached receipts? I lost all history and attachments.

The bank replaced my business credit card with a new card due to fraudulent charges. When I followed the steps in QBO to deactivate the old account and add the new account, all historical transactions were re-synced. In the process, all historical transactions are now unclassified, and I have lost all attached receipts. What in the world can I do to not have to go through 557 transactions and reclassify and re-attach receipts?? Thank you for your help and insight.
Solved
Best answer January 03, 2022

Best Answers
AlcaeusF
Moderator

Can a credit card account be updated in QBO with a new card number and still retain historical classification and attached receipts? I lost all history and attachments.

Hello @leighann.raines,

 

Welcome aboard to the Community. Allow me to step in and provide additional assistance with your concern about the Banking feature in QuickBooks.

 

When you reconnect a bank account using the new account number, QuickBooks download the last 90 days of transactions. Other financial institutions can go back as far as 24 months.

 

What you see in the For Review tab is redownloaded data. These are pending bank transactions that require your approval to be added to the system.

 

Since they are categorized already, there's no need to override the banking. I recommend you exclude the expenses to avoid duplicates and help ensure books are accurate.

 

Here's how:

 

  1. On the left navigation bar, click Banking.
  2. Choose the account.
  3. Go to the For Review tab.
  4. Select the checkbox of the transactions to exclude.
  5. Hit Exclude

 

I've also attached an article you can use to resolve specific bank errors in QuickBooks Banking: What to do if you get a bank error or can't download transactions in QuickBooks Online.

 

Drop me a comment below if you need more help managing your bank transactions or the downloaded data. I'll be happy to help you some more.   

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5 Comments 5
katherinejoyceO
QuickBooks Team

Can a credit card account be updated in QBO with a new card number and still retain historical classification and attached receipts? I lost all history and attachments.

Thanks for coming here in the Community today, @leighann.raines. I'm here to share some insights about updating credit cards in QuickBooks Online. 

 

When you change your connected credit card details, you'll have to disconnect it to stop QBO from getting your transaction. 

 

However, you'll need to ensure to categorize your transactions in the For Review tab before disconnecting. This makes the old data remain in your Chart of Accounts. 

 

Here's how: 

 

  1. Go to the Banking tab on the left side. 
  2. Click For review button. 
  3. Add or Match the data and follow the on-screen instructions. 

 

Once done, all categorized transactions will be forwarded to the Categorized page and in your Register

 

Then, follow the complete steps in disconnecting or deleting accounts connected to online banking.

 

For your categorized transactions with attachments, I'd suggest you review them under the Categorized section. 

 

For future reference, visit this link to know about reconciling your transactions in QuickBooks Online. 

 

Let us know again if you have an additional concern about anything else in QuickBooks. Take care!

leighann.raines
Level 1

Can a credit card account be updated in QBO with a new card number and still retain historical classification and attached receipts? I lost all history and attachments.

Hello @katherinejoyceO 

Thank you for your response.  Unfortunately the first link you sent is no longer active.  

I followed the procedure outlined and all previous transactions were categorized prior to disconnecting.

As I pull up various older transactions, they are categorized in the system, they just show up as "For Review" uncategorized with no attachments in the "Banking" section.  Is there any way to override the banking so it doesn't look like they all need to be reviewed again?    

 

Thank you again for your time.

 

Kind regards,

Leigh Ann


@katherinejoyceO wrote:

Thanks for us here in the Community today, @leighann.raines. I'm here to share some insights about updating credit cards in QuickBooks Online. 

 

When you change your connected credit card details, you'll have to disconnect it to stop QBO from getting your transaction. 

 

However, you'll need to ensure to categorize your transactions in the For Review tab before disconnecting. This makes the old data remain in your Chart of Accounts. 

 

Here's how: 

 

  1. Go to the Banking tab on the left side. 
  2. Click For review button. 
  3. Add or Match the data and follow the on-screen instructions. 

 

Once done, all categorized transactions will be forwarded to the Categorized page and in your Register

 

Then, follow the complete steps in disconnecting or deleting accounts connected to online banking.

 

For your categorized transactions with attachments, I'd suggest you review them under the Categorized section. 


@katherinejoyceO wrote:

Thanks for us here in the Community today, @leighann.raines. I'm here to share some insights about updating credit cards in QuickBooks Online. 

 

When you change your connected credit card details, you'll have to disconnect it to stop QBO from getting your transaction. 

 

However, you'll need to ensure to categorize your transactions in the For Review tab before disconnecting. This makes the old data remain in your Chart of Accounts. 

 

Here's how: 

 

  1. Go to the Banking tab on the left side. 
  2. Click For review button. 
  3. Add or Match the data and follow the on-screen instructions. 

 

Once done, all categorized transactions will be forwarded to the Categorized page and in your Register

 

Then, follow the complete steps in disconnecting or deleting accounts connected to online banking.

 

For your categorized transactions with attachments, I'd suggest you review them under the Categorized section. 

 

For future reference, visit this link to know about reconciling your transactions in QuickBooks Online. 

 

Let us know again if you have an additional concern about anything else in QuickBooks. Take care!




For future reference, visit this link to know about reconciling your transactions in QuickBooks Online. 

 

Let us know again if you have an additional concern about anything else in QuickBooks. Take care!


 

leighann.raines
Level 1

Can a credit card account be updated in QBO with a new card number and still retain historical classification and attached receipts? I lost all history and attachments.

Hello @katherinejoyceO 

Thank you for your response.  Unfortunately the first link you sent is no longer active.  

I followed the procedures outlined, and all previous transactions were already categorized prior to disconnecting.

 

Now, as I pull up various older transactions in Expenses, they are categorized in the system; they just show up as "For Review" uncategorized with no attachments in the "Banking" section.  Is there any way to override the banking so it doesn't look like they all need to be reviewed again?    

 

Thank you again for your time.

 

Kind regards,

Leigh Ann

AlcaeusF
Moderator

Can a credit card account be updated in QBO with a new card number and still retain historical classification and attached receipts? I lost all history and attachments.

Hello @leighann.raines,

 

Welcome aboard to the Community. Allow me to step in and provide additional assistance with your concern about the Banking feature in QuickBooks.

 

When you reconnect a bank account using the new account number, QuickBooks download the last 90 days of transactions. Other financial institutions can go back as far as 24 months.

 

What you see in the For Review tab is redownloaded data. These are pending bank transactions that require your approval to be added to the system.

 

Since they are categorized already, there's no need to override the banking. I recommend you exclude the expenses to avoid duplicates and help ensure books are accurate.

 

Here's how:

 

  1. On the left navigation bar, click Banking.
  2. Choose the account.
  3. Go to the For Review tab.
  4. Select the checkbox of the transactions to exclude.
  5. Hit Exclude

 

I've also attached an article you can use to resolve specific bank errors in QuickBooks Banking: What to do if you get a bank error or can't download transactions in QuickBooks Online.

 

Drop me a comment below if you need more help managing your bank transactions or the downloaded data. I'll be happy to help you some more.   

leighann.raines
Level 1

Can a credit card account be updated in QBO with a new card number and still retain historical classification and attached receipts? I lost all history and attachments.

@AlcaeusF Thank you so much for taking the time to read my question and provide such a detailed explanation of the steps to exclude transactions that came in redundantly due to the changed credit card number.  This is exactly what I needed.  Surprisingly, all transactions for the entire year were sent, but the method to exclude made it relatively easy to exclude all months previously recorded.  

 

Kind regards,

Leigh Ann

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