Created with Sketch.Learn about PPP and Loan Forgiveness, stay informed with the latest changes.
Created with Sketch.Questions about how to close your books for 2020? Visit our Year End Resources page.
Created with Sketch.New to QuickBooks or using a new product? Visit our Get Started resource page to help you get going.
Created with Sketch.Need to make changes to your account? Visit the Account Manager Portal.
cancel
Showing results for 
Search instead for 
Did you mean: 
Level 1

I have received a replacement credit card for one that was compromised. How do I handle this in QBO?

I have added the new card in the chart of accounts. How do I make this new account visible on the banner that appears when banking tab is pressed?
1 Comment
Moderator

I have received a replacement credit card for one that was compromised. How do I handle this in QBO?

Hi there, hornbake.

 

We'll have to connect the new credit card account to your QuickBooks Online. Let me guide you with these steps:

 

  1. From the Banking tab, select Banking.
  2. Click the Link Account button.
  3. Enter or select your financial institution.
  4. Follow the on-screen instructions to continue linking the account.

 

Once connected, you're good to categorize the transactions.

 

Let me know if there's anything that I can help. Keep safe!

Need to get in touch?

Contact us