Reconcile replaced credit card

Hi there, @onedolphin.

I'm here to help share insights about your credit card account in QuickBooks Desktop for Mac making sure you're able to reconcile now that you have the new card handy.

Firstly, let's download a QBO file consisting of two months' worth of transactions to cover where you ended your last session of reconciliation. Then, import the file to your existing credit card account and start working with the reconciliation.

Kindy read and use the following articles below to learn more about uploading transactions and reconciling them:

• Download Bank and Credit Card Transactions in QuickBooks Desktop for Mac
• Reconcile a Bank or Credit Card Account in QuickBooks Desktop for Mac

Once done, go ahead and update your online banking credentials using the new credit card information and reconcile your credit card account accordingly. Here's an article you can read to learn more: Set up and Update online Banking for QuickBooks Desktop for Mac.

Now that you've reconciled your account, I have included this reference in case you need help performing tasks related to your business account and company settings, click here to access and browse all articles for QuickBooks products. This reference contains most resources with steps to update your data and security management, to name a few.

Don't hesitate to post again if you got questions or concerns with QuickBooks reconciliation. Don't forget to give me a tag, @JonpriL, and surely I'll always be around and ready to help. Take care and stay safe!

Hi, the issue is that the credit card issuer is using the same file, when I download, doesn't matter the dates, it shows always the with the new number so QB is asking to create a new account.

Thanks for checking back in, @onedolphin. 

Since the file is causing QuickBooks to request to make a new account, I recommend contacting our Technical Support Team for this one. That way, one of our tech agents can use their tools to review your account in a secure environment and investigate this matter further. I've included the link to connect with our team below. 

• QuickBooks Desktop Support

Please let me know if you have any questions or concerns. I'm always here to lend a hand. Take care!

Hi, with the support I don't have good experience. What will be the easier way to fix that? I believe only renaming the credit card account in QB will fix it, I just don't know how to do it since it is already in the bank feed.

Hello there, @onedolphin. Let me get the help you need with your credit card account so you can reconcile.

Once online services activate in QuickBooks Desktop (QBDT), you may need to disconnect the old account so you can reconnect the replacement card.

To disconnect your old credit card account, see the steps below:

1. On your QDBT for Mac account, go to the Lists menu at the top.
2. Select Chart of Accounts.
3. Highlight the account and click the pencil to edit.
4. Choose Online Settings.
5. Click Download Transactions then, Not enabled.
6. Select OK to confirm.
7. Choose OK.

Once done, reconnect the credit card account using the replacement card.

1. On your QDBT for Mac account, go to the Banking menu at the top.
2. Select Online Banking Setup.
3. Enter your bank’s name, then choose Next.
4. If your bank offers both services, select Direct Connect, then Next.
5. Follow the onscreen instructions.

For more information about the process above, see these articles: 

• Disconnect Bank Feeds for an account in QuickBooks Desktop
• Set up online banking for QuickBooks Desktop for Mac

Then, once your bank transactions download, see this resource: Add and match Bank Feed transactions in QuickBooks Desktop. It will help you in managing your bank transactions. 

For future reference, feel free to check out our Community help website. You can access some of the most commonly used Help articles for QuickBooks Desktop for Mac, especially when reconciling your account.

Keep me posted if you need further assistance. I'll be around to help. Stay safe!

Hello, I'm using qb pro 2022. Please advise. Thank you.

Please also note, credit card number changed.

Thanks for getting back here in the thread, @One dolphin. I've got your back, and I'll help you get through this so you can connect the credit card the new credit card account using the replacement card and start reconciling transactions in your QuickBooks Desktop (QBDT).

Please know that you'll have to disconnect your old credit card account first before you can connect the credit card account using the replacement card. You can follow the steps given by my colleague, @MirriamM. If the issue persists, I'd recommend reaching out to our Customer Care Team. This way, they'll set it up for you so you can start reconciling your transactions in QBDT.  To begin, here's how:

1. Open QuickBooks.
2. Go to Help, then select QuickBooks Help.
3. Select Contact Us.
4. Give a brief description of your issue, then select Continue.
5. Sign in to your Intuit account and select Continue and then Continue with my account.

• If you don't already have an account, make sure to Create a new account.

       6. We'll email you a single use code. Enter your code and select Continue.

• If you have more than one account, select the account you want to use and then Continue.

       7. Select to chat with us or Have us call you.
 

In addition, I've got you this article about categorizing and matching bank transactions in QBDT: Add and match transactions in QuickBooks Desktop for Mac.

@onedolphin, don't hesitate to get back to me if you need further assistance with this. You can also post here again if you have any additional