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Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.

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Replying to:
Shania_C
QuickBooks Team

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Hello there, andrea.

 

Let me dive into your conversation and help you in managing your new credit card transactions in QuickBooks Online (QBO). 

 

In QBO, all transactions in the For Review tab of your old credit card that have been disconnected will automatically disappear, except for those transactions that were categorized or matched within QuickBooks. Furthermore, if all the transactions from your old account have been categorized then you don't have to download the same transactions to the new card to avoid duplicates that can mess up your books.

 

Therefore, if you want to avoid duplicating entries when downloading transactions from the old card to the new card, you must review and categorize the transactions. Likewise, if the recent transaction will not show up then you can manually upload them in QuickBooks.

 

Once your transactions have been downloaded, match and categorize them, and then reconcile your account so it always matches your monthly statements.

 

I’ll be around the corner if you need an extra pair of hands in handling your transactions or any QuickBooks-related matters, Andrea. Stay safe!

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