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Banking
Thanks for sharing such detailed information, dogwood1.
Since the challenge with adding your credit card and assigning transactions continues after choosing the use an existing Quickbooks account, I recommend contacting our QuickBooks Care Support. They have the tools like screen sharing to help conduct further investigation.
Here are the steps to contact support:
- Click Help at the top menu and select QuickBooks Desktop Help.
- In the Have a Question? window, enter a topic.
- Click Contact us.
- Hit the Get a callback button.
You can also read through this article for the whole process in using Bank Feeds in QuickBooks Desktop: Get started with Bank Feeds for QuickBooks Desktop.
Be sure to get back to me if you have additional questions. I'm just a comment away. Wish you all the best.