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Replying to:
MarkAngeloG
QuickBooks Team

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Hi there, Andrea.

 

Welcome back to this thread. I'm here to assist you in handling your transactions on your new credit card number to QuickBooks Online.

 

When you add the new credit card number to QBO, you'll need to sync the transactions associated with the new number. If you go back in January to pull in the transactions, it'll depend on your bank if they upload transactions from the past 90 days or more. Once your transactions are uploaded into your QBO account, you'll need to exclude transactions already in to avoid duplicate entries. You'll only need to categorize the transactions that aren't added.

 

Additionally, you can also consider reconciling your account to match them to your QuickBooks records.

 

Feel free to leave a reply if you have additional banking concerns in QuickBooks Online. I'll be here to assist you.

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