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Level 1

How do I change the CC number on a replaced card?

my card was lost and I have a new card same account- how do I download from the bank if number no match. Do I create a new account for it or change the account info and how?
1 Comment
Moderator

How do I change the CC number on a replaced card?

Hi there, @bj-pondarama.

 

You'll have to update your bank account information, so your Bank Feeds continues downloading your transactions. To do this, let's disconnect the old account and reconnect the updated one from the Banking page.

 

Let me show you how:

  1. In the left menu, click Transactions.
  2. Go to the Banking tab.
  3. Pick the account you want to update.
  4. Hit the Edit ✎icon.
  5. Select Edit account info.
  6. In the Account window, tap Disconnect this account on save.
  7. Choose Save and close.

Once disconnected, here's how you can reconnect the account with the new credit card number:

  1. In the left menu, click Transactions.
  2. Go to the Banking tab.
  3. Choose the Connect Account button.
  4. Enter the bank account details.
  5. Hit the Connect button.

Take a look at below articles for more information about this process:

After your bank account is connected and downloads transactions, you're now ready to review it, see this link which you may find helpful on your future tasks: Categorize and match online bank transactions in QuickBooks Online.

 

That's it. If there's anything else I can do to help, please let me know. Take care and have a nice day.

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