Question

My Sam's Club credit card is not linking to Quick Books. What can I do to fix it?

Forum|Forum|1 year ago
September 21, 2024
3 replies
11 views

No text available

QuickBooks Online

Let's link your Sam's Club credit card to QuickBooks Online (QBO), Rowanscatering.

Before doing so, can I ask if you experienced an error when linking your Sam's Club credit card through QBO? Any additional information like screenshots would help us verify if there's an issue with the bank.

First, you can consider checking your online banking website or contacting them directly to see if there are ongoing system maintenance or notifications that need your attention to prevent the connection.

Since you're still in the process of connecting the account, let's try connecting it through a private browser. You can use the following keyboard shortcuts below:

Safari: Command + Shift + N
Google Chrome: CTRL + Shift + N
Mozilla Firefox or Microsoft Edge: CTRL + Shift + P

To ensure you're linking the correct account, as an initial step, let's log in to the bank's website. Once signed in, copy the bank URL and use it for searching and linking the correct account in QuickBooks.

Here's how:

Go to the Transactions and choose Bank transactions.
On the Banking page, select the Link account.
In the Search field, enter the bank's URL.
Select your bank. If you see multiple options, you may have to repeat these steps to find the correct one.
Enter your bank login on your bank's website, then select Continue.

If you're able to do so, you can switch back to the main browser and clear the cache and you can access using a different supported browser. It's possible that there's a temporary issue with QBO or the browser you're using.

Additionally, you can visit this article to ensure your transactions are put in the correct accounts: Categorize and match online bank transactions in QuickBooks Online.

Keep your posts coming if you've got additional questions about connecting your bank account. I'll be right here to assist you further.

O

On Beta

@rowanscatering-g

Try opening your QBO account on any private/incognito browser.

K

kramerrm

any luck? If so, what did you do. I am unable to link as well. QBO keeps redirecting me to the Sam's Club business web page, but that page never prompts me to do anything. Its just a constant loop.

E

EvethC

QuickBooks Team

Thank you for joining the thread, @kramerrm. Linking your bank accounts or credit cards to QuickBooks Online (QBO) is essential, as it simplifies the process of uploading bank transactions. Let's ensure you get back to handling your banking tasks within the program.

I suggest performing some basic troubleshooting to determine if this issue is caused by a browser problem due to stored internet cache files. You can follow the solutions provided by my colleague Heide DC above.

If you have already tried these steps and the issue continues, it would be best to reach out to our Live Support team for further assistance. They have the necessary tools to closely examine your account and provide the help you need.

Here’s how you can reach out for support:

Log into your QuickBooks Online account.
Click the (?) Help icon located in the upper right corner of your screen.
Use the Search tab to enter your issue.
Click on Contact Us to select either chat or phone support.

Additionally, you can use this link for further guidance on finding your bank or credit card account when connecting to online banking in QuickBooks Online or Self-Employed.

If you're interested in categorizing online bank transactions in QuickBooks Online in the future, this link will also be helpful.

If you require any further assistance with connecting your credit card to your QuickBooks account, please feel free to post in the Community. We are here to help you 24/7.

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