Charies_M
Moderator

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:

 

  1. Click Help at the top menu and select QuickBooks Desktop Help.
  2. In the Have a Question? window, enter a topic.
  3. Click Contact us.
  4. Hit the Get a callback button.
    QBDTPhone.PNG

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.