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April 4, 2021
Question

Why, when I connect my business bank card to QB, my line of credit account linked with that card does NOT come up! -why not? - my only option is a savings account that I never use - how do I connect the main account?

  • April 4, 2021
  • 1 reply
  • 0 views
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1 reply

Level 6
April 5, 2021

Hi geoffchrysler79,

 

 

It's important you're able to connect your credit card account to QuickBooks so you can automatically sync your transactions. I'd be happy to give you a hand so you can get back to doing what you love. I'd be happy to help you with this. 

 

I encourage you to try linking a bank card using a private/incognito window. If you're still not seeing the account as an option, I encourage you to follow the steps here:

  1. Select the profile ⚙ icon and then Bank accounts.
  2. Type your bank into the search box.
  3. Select Request support for your bank.
  4. Enter the bank name and URL.
  5. Select Request.

I also suggest checking out this article here with more info on how to manually import your transactions into QuickBooks. 

 

Give this a try and if you have questions, feel free to reach back to me in the comments below. I've got your back. 

 

 

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