Good afternoon, @andrea-photobydr. It's great to see you back in the Community! The best route to go in this situation, would be to disconnect the account and then reconnect with the new number. When you disconnect, you’ll no longer see transactions that still need to be categorized in the For review tab. If the transactions are older than 90 days, you won’t be able to download them from the bank when you reconnect. In this case, you can still manually upload old transactions. Go to Transactions, then Bank transactions (Take me there). Select the tile for the bank account. Press the pencil icon, then choose Edit account info. Tap the Disconnect this account on save checkbox.Note: If QuickBooks is downloading new transactions, you won't see this option. Wait a few minutes for the update to finish and try again. Hit Save and Close. When you're ready to reconnect, review this guide for additional details: Connect bank and credit card accounts in QBO. I hope this helps. I'm only a post away if you need me. Have a great day!

Question

"Bank Transactions" credit card currently linked has a new number due to fraudulent activity. Deactivate and create a new or edit the number?

Forum|Forum|2 years ago
July 3, 2024
1 reply
6 views

steps please?

QuickBooks Online

C

Candice14

Level 8

Good afternoon, @andrea-photobydr.

It's great to see you back in the Community!

The best route to go in this situation, would be to disconnect the account and then reconnect with the new number. When you disconnect, you’ll no longer see transactions that still need to be categorized in the For review tab. If the transactions are older than 90 days, you won’t be able to download them from the bank when you reconnect. In this case, you can still manually upload old transactions.

Go to Transactions, then Bank transactions (Take me there).
Select the tile for the bank account.
Press the pencil icon, then choose Edit account info.
Tap the Disconnect this account on save checkbox.
Note: If QuickBooks is downloading new transactions, you won't see this option. Wait a few minutes for the update to finish and try again.
Hit Save and Close.

When you're ready to reconnect, review this guide for additional details: Connect bank and credit card accounts in QBO.

I hope this helps. I'm only a post away if you need me. Have a great day!

A

andrea-photobydrAuthor

Thank you for your help. When I add the new credit card number and activate it, I just need to sync the transactions associated with the new number correct? If I go back to January it will pull in transactions from the old card that have already been reviewed and confirmed. I suspect I just want to pull in from the last couple days, correct?

secondly, will the information from the original card number, receipts charges… Show at the end of the year in the report?

M

Mark_AG

Level 1

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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