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hornbake
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 1
Adrian_A
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!

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