JorgetteG
QuickBooks Team

Banking

Thank you for joining the thread, EncoreS. 

 

I'd be happy to assist you with updating your credit card account number in QuickBooks Desktop. To do this, we need to disconnect the old credit card account and reconnect your new credit card.

 

Before we proceed, please ensure that there are no pending transactions on your old credit card. Categorize them first before disconnecting it. 

 

Here's the step-by-step process to disconnect your old account:

 

  1. Go to Lists, then choose Chart of Accounts.   
  2. Find the connected credit card account, then right click on it.
  3. Select Edit account.  
  4. In the Edit Account window, click the Bank Feed Settings tab.
  5. Tick Deactivate All Online Services.
  6. Hit Save & Close.  

Next, reconnect the account with the correct credit card number:

 

  1. Go to Banking.
  2. Select Bank Feeds.
  3. Choose Set Up Bank Feeds for an Account.
  4. Follow the on-screen prompts to connect the credit card account again.  

 

For more information about this process, see this article: Edit Bank Feed settings for bank or credit card accounts

 

Once your bank transactions are downloaded, you can add and match Bank Feed transactions in QuickBooks Desktop to help you manage your bank transactions.
 

Please let me know if you need additional assistance updating your credit card information. I'm here to help you make the most of QuickBooks.