Banking
Hello there, @ehpeters.
I'm here to assist you with changing your credit card details for online banking.
Let's have to disconnect the old account first and reconnect the replacement when online services are activated.
Here's how:
- Go to the Lists menu at the top.
- Select a Chart of Accounts.
- Locate the credit card account that needs to be activated, then right-click.
- Choose "Edit Account."
- Go to the Bank Feed Settings tab.
- Select Deactivate all online services.
- Click OK, and then Save.
Once done, reconnect the credit card account using the replacement card.
- Go to the Banking menu at the top.
- Select Bank Feeds.
- Choose to Set Up Bank Feeds for an Account.
- Type the name of your Financial Institution (FI) in the Enter your Bank’s name field.
- Choose which FI to add to QuickBooks in the Link your Accounts screen.
For more information about this process, see this article: Edit Bank Feed settings for bank or credit card accounts. It contains other details about changing your login and info about your bank account.
Once your bank transactions are downloaded, see this resource: Add and match Bank Feed transactions in QuickBooks Desktop. It will help you manage your bank transactions.
Let me know if you need additional assistance updating your credit card information. I'm here as your most valuable resource for QuickBooks.
