Home› Accounting› Accounting Technical Support

how to link a replacement credit card

rgalergale Member Posts: 2

Anyone care to take a stab at how to link a replacement bank credit card under an existing account without linking the bank account twice?

in Accounting Technical Support

Comments

  • ConnorMConnorM Member Posts: 1,229 ✭✭✭

    Hey @rgale! Great question here. This would be something that you can actually make happen when you connect that card itself! You will see a date picker appear, letting you choose how far back you'd choose to import these credit card transactions. You can choose today's date as the import period, which will not duplicate historical data. Hope that helps!

  • rgalergale Member Posts: 2

    Excellent!! Thank you so much - I will try this method to avoid duplicates.

Sign In or Register to comment.