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If credit card transactions won't update and there is no bank error and no option to update sign in info when I click the edit icon what else can I do to fix it?

Forum|Forum|6 years ago
May 15, 2020
3 replies
60 views

I have already tried disconnecting and reconnecting the account with no success. This began after we had to replace a card due to fraudulent activity. But the new card is showing that it has been added.

QuickBooks Online

Best answer by Rejeil_O

Welcome to Community @dwatkins,

You can check your credit card account if it's already connected to your QuickBooks Online account. Go to Banking and choose the credit card account, click the Pencil icon, once you see the "Edit Sign in info" option it means your account is already connected. If you don't have the option, connect your credit card in your QuickBooks Online account to download the transaction.

Follow these steps on how to connect your credit card into your QuickBooks Online account. Here's how:

Go to the Banking tab.
Click the Connect Account button, or select Add account if you've already created an account.
Search for your bank and click Continue.
In the pop-up window, enter the username and password you use for your bank website.
Choose the accounts you want to connect (savings, checking, or credit card) to QuickBooks.
For each account, select the account type from the dropdown. These are the accounts on your chart of accounts.
Filter the date range for the download.
Click Connect.

You can read this article to learn more about adding an account in QuickBooks Online: Add an account to your chart of accounts in QuickBooks Online.

Also, visit this link in case you'll need help manually import your bank transaction: Manually upload transactions into QuickBooks Online.

If you have follow-up questions, please don't hesitate to leave a message in the comment section. I'm always here to help. Have a great day!

R

Rejeil_OAnswer

Welcome to Community @dwatkins,

You can check your credit card account if it's already connected to your QuickBooks Online account. Go to Banking and choose the credit card account, click the Pencil icon, once you see the "Edit Sign in info" option it means your account is already connected. If you don't have the option, connect your credit card in your QuickBooks Online account to download the transaction.

Follow these steps on how to connect your credit card into your QuickBooks Online account. Here's how:

Go to the Banking tab.
Click the Connect Account button, or select Add account if you've already created an account.
Search for your bank and click Continue.
In the pop-up window, enter the username and password you use for your bank website.
Choose the accounts you want to connect (savings, checking, or credit card) to QuickBooks.
For each account, select the account type from the dropdown. These are the accounts on your chart of accounts.
Filter the date range for the download.
Click Connect.

You can read this article to learn more about adding an account in QuickBooks Online: Add an account to your chart of accounts in QuickBooks Online.

Also, visit this link in case you'll need help manually import your bank transaction: Manually upload transactions into QuickBooks Online.

If you have follow-up questions, please don't hesitate to leave a message in the comment section. I'm always here to help. Have a great day!

M

MV41

Hi!

I have the same problem. My credit card is connected, but it says last update was Dec 1, 2020. Today is Dec 7 and I have several translations on that card, not showing in QB.

How can I fix it?

L

lin_jcaj

Level 9

I'm here to help you bring those missing transactions into QuickBooks Online, MV41.

Let's start with manually updating your credit card account on the Banking page. This is to restore the bank connection. Here's how:

Go to the Banking tab, select Banking.
Select the bank account you want to update.
Click the Update button.

Please see attached screenshot:

We can also manually upload your bank transactions to your QuickBooks account. I've listed our supported file formats below:

Comma-Separated Values (CSV)
QuickBooks Online (QBO)
Quicken (QFX)

Once you have them on your banking page, you can then match and categorize them.

I'll be right here to keep helping if you have any other concerns or questions about banking.

E

ea813

This worked for me... I just read this thread and realized I needed to use the bank website rather than QB App to pull the newly issued cards. For us it was fraud, and 5 new ccs that weren't loading, although their numbers showed in the App as connected. So I read and went to the banking screen and from there I selected the dropdown button next to Link Account and selected Upload from File, from there it prompted me to connect to my Bank, in this case Chase, from there, almost magically the 5 cards in question appeared. In the App I was getting existing cards and old cards and it let me move through similar functions to no avail. Using this method, just the 5 new ones appeared. It prompted me to select which account I wanted them connected to, and subsequently to assign each as a sub account of the main cc card. Good luck! I know this is frustrating and time consuming to many - hopefully this analysis will help others.

K

kcccp

this worked for me. thank you for finding this fix. honestly, it shouldn't be that hard for Quickbooks employees to send us the right way to do things...