New Credit Card number or an existing expense account

PYarnallPYarnall Member Posts: 2

A new card with a different number was issued for my company use credit card due to fraudulent charges. Wave won't connect to the old account number since it was closed. I don't want to delete the old account if it is going to wipe out the existing transactions. Not sure how to proceed with bringing the new number into Wave. Start a new account? I would like the new card transactions to show up with the old ones. Any advice greatly appreciated.

Comments

  • AlexLAlexL Member Posts: 2,869 ✭✭✭

    Hey @PYarnall , when reconnecting the credit card account, if the old credit card connection has been deleted it will allow you to reconnect to the pre-existing account in your Chart of Accounts that contains all of your old transactions.

    Be aware though, if you try to connect the credit card account and the pre-existing credit card connection still exists, you won't have the option to choose it. if this happens, you'll have to move over all of your transactions from one Chart of Accounts account to another.

    edited November 6, 2020
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