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userusinvertebratell
Level 1

How do I change connected credit card expiration date?

 
6 Comments
AileneA
QuickBooks Team

How do I change connected credit card expiration date?

I'm happy to assist you here in the Community, userusinvertebratell. 

 

I'm here to help you get this working so you can update your credit card expiration date on QuickBooks.  

 

I'd be glad to show you how to update the credit card information. Here's how: 

 

  1. Click the Gear icon ⚙. 
  2. Select Account and Settings.
  3. Choose Billing & Subscription.
  4. Click Edit ✎.
  5. Enter the necessary fields under Payment Information such as Card number, name on card, expiration date, and security code.
  6. The billing address should be verified as the same billing address on the credit card statement.
  7. Click Save Changes. 

See this update on the payment information for your subscription article for more information.  

 

Reach out to me in the comment section below if you have any other issues or concerns, and I'll get back to you right away. I'll be here to help. Have a great day ahead.

userusinvertebratell
Level 1

How do I change connected credit card expiration date?

Naw, that’s payment to Quickbooks. While important not the info I seek. 

The current credit card linked and downloading transactions has an expired expiration. Just need to update it so that we can continue to approve transactions. 

JamesDuanT
Moderator

How do I change connected credit card expiration date?

Thanks for getting back to us, userusinvertebratell.

 

We can easily update the details of the connected bank account. Here's how to do it:

  1. Select Banking/Transactions on the left menu and go to the Banking tab.
  2. Highlight the connected bank that you want to edit.
  3. Click the Edit option (pencil icon next to the bank's name.
  4. Select the Edit sign in info button and enter your bank website credentials.
  5. Click Save and connect. Then, you can already update the details.
  6. Click I'm done, Let's go!.

You can use this link for reference: How to update your bank account sign-in information.

 

After the update, QuickBooks will now download your bank transactions automatically. You can do the manual update if necessary.

 

Also, you might be able to use this article if you encounter unexpected behaviors or results while in the Banking page: What to do if you see a bank error or bank transactions won’t download.

 

Feel free to drop by if you need anything else. Have a great day!

userusinvertebratell
Level 1

How do I change connected credit card expiration date?

We already did that and it doesn’t allow the expiration update nor follow through with updates. 

I literally need to update the expiration on the credit card to receive the transaction updates. Can anyone actually answer my question? 

userusinvertebratell
Level 1

How do I change connected credit card expiration date?

Naw. Please actually read my question. Neither solution provided has anything to do with the issue. 

Credit card expiration renewal in order to receive updates and pull transactions into quickbooks. (Not so quick right now) 

Angelyn_T
QuickBooks Team

How do I change connected credit card expiration date?

Thank you for the quick response, @userusinvertebratell.

 

For any bank or credit card accounts connected to online banking, you don't need to update the expiration date from QuickBooks. As long as the account number connected is correct and it's active in the bank's website, then it will continue work by downloading transactions on the Banking page. That said, you don't need to update the expiration date of your credit card. 

 

For now, you can update your account manually so it brings the latest transactions to QuickBooks.

 

  1. Open your QuickBooks Online account, then go to the Banking at the left pane, then select Update. If you only want to update some accounts, select the unwanted ones, then select Update now.
  2. If asked, enter your Multi-Factor Authentication (MFA) credentials. Then select Continue update.

In case you have any other banking concerns in the future, feel free to read the topics from our help articles.

 

Also, you can review the details from this link as you guide once you reconcile your account.

 

Let me know if you have any other QuickBooks or banking questions. I'm always here to help. Have a good day!

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