Account management
Hello there, @knapiks.
Let me chime into this thread and perform some steps for you to get back to the Banking tab and link your credit card account successfully.
To start, you can sign out and sign back into your QuickBooks Online (QBO) account to refresh the system. You can also access your account using a private browser as it doesn't record any historical data. Use these shortcut keys on your keyboard to access:
- Safari: Control + Option + P
- Google Chrome: Press Ctrl + Shift + N
- Firefox or Internet Explorer: Ctrl + Shift + P
Once done, you can now connect your credit card account. I'd be glad to show you how:
- In the left navigational bar, look for Transactions.
- Then, click Bank transactions.
- Select Link Account.
- Enter the URL or name of your bank in the Search field, then choose the bank.
- Enter your Sign info in the Login and Password fields, then click Continue.
- Select the account you want to connect and the date to pull transactions from the dropdown. Then, click Next.
- Select your account type on the Account type dropdown, then select Next.
Lastly, I've added an article that you can browse through for you to be able to review downloaded bank and credit card transactions: Categorize online bank transactions in QuickBooks Online.
If you still have further queries connecting your credit card accounts or anything else about QuickBooks, feel free to let me know. I'd be glad to assist you at any time. Stay safe and have a good one.
