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nilaynpatel
Level 1

Has anyone had issues with credit cards not wanting to stay linked or not being able to re-link if they become disconnected (but show they are connected)?

 
4 Comments
Mark_R
QuickBooks Team

Has anyone had issues with credit cards not wanting to stay linked or not being able to re-link if they become disconnected (but show they are connected)?

Reconnecting your credit card account in QuickBooks is my priority, @nilaynpatel.

 

When you disconnect an account from online banking, it'll stay active. QuickBooks just stops downloading new transactions. Since you encounter issues with reconnecting the account, let's perform some troubleshooting steps so you can get back to working order. 

 

Before we start, did you receive an error message when trying re-link your credit card account? Any additional information would help us give the best resolution base on the error received.

 

To get started, 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's how:

 

  • Press Ctrl + Shift + N on your keyboard for Google Chrome and Mozilla Firefox
  • Press Command + Shift + N for Safari

Once logged in, go back and try to reconnect your credit card account again to double-check.

 

If this works, it means that you need to clear the browser's cache so the system can start fresh. 

 

If they get the same result while using a private browser, I recommend switching to a different one. 

 

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.

 

If you need any additional assistance while managing your credit card account, you can leave a comment below. I'll be sure to get back to you.

Mark_R
QuickBooks Team

Has anyone had issues with credit cards not wanting to stay linked or not being able to re-link if they become disconnected (but show they are connected)?

I'm back to ensure everything is taken care of, @nilaynpatel.

 

Were you able to reconnect your credit card account after performing the troubleshooting steps? I can provide further assistance if you encounter any issues with this.

I'll be more than happy to assist you again. Have a great day and take care always.

docsuresh
Level 1

Has anyone had issues with credit cards not wanting to stay linked or not being able to re-link if they become disconnected (but show they are connected)?

I'm having the same issue with Quickbooks online account, where business creditcard showsup connected in Manage my connection section and shows up in chart of accounts but not showing up at Banking section with any data and balance at chart of accounts shows 0.

 

I tried to disconnect and reconnect but during linking process, Quickbooks shows that you are already sharing data from bank including credit card. It doesn't give option to reconnect that credit card. I tried several different ways from Quickbooks and through my Chase bank. Called Quickbook customer care to create a case no but no solution over last  2 weeks.

Mich_S
QuickBooks Team

Has anyone had issues with credit cards not wanting to stay linked or not being able to re-link if they become disconnected (but show they are connected)?

I understand where you're coming from, @docsuresh.

 

Thanks for letting us know about the bank feeds issue.

 

There's an ongoing investigation about the missing account in the banking page. Our product engineers are doing their best to resolve this as soon as possible. Rest assured, you'll receive an email update from us once the issue is resolved.

 

For now, I suggest manually uploading your transactions. Let me guide you how:

  1. Select Banking or Transactions from the left. Then go to the Banking tab.
  2.  Choose a blue tile for the account you want to upload the transactions into.
  3. Choose the Link account ▼ dropdown. Then hit Upload from file.
  4. Hit Browse and then choose the file you downloaded from your bank. Then click on Next.
  5. Choose the account you want to upload the transactions into. Then click on Next.
  6. Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks. Then select Next.
  7. Choose the transactions you'd like to import. Then click on Next.
  8. Hit Yes.
  9. Once done, click Let's go.

 

In case you'll get error messages. Here's how to fix errors while uploading your transactions.

 

Also, you can get in touch with our Customer Support team so you'll be added to the list of affected users.

 

I'm always here to answer further questions from you. Just leave a comment below to keep me updated, Take care always!

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