How to Deactivate Closed Credit Cards

Modified on Thu, 24 Apr at 12:51 PM

Note: This guide relates to credit card expense receipts imported through Plaid . It does not apply to expenses imported through a custom-built integration, such as an AWS file importer.

Closed credit cards are marked as Inactivate by Plaid when the update syncs to Accounts Payable by Beanworks. To manually deactivate a card:

Select the bank and credit card.
Click Manage Cards.
Log into your bank using the same credentials used to add the account.
When prompted, unselect the deactivated credit card.

Manually deactivating credit cards can result in errors when submitting reports. This occurs because pending card transactions are not updated to posted in Quadient AP. It's recommended to wait for the card to be marked as Inactivate by Plaid instead of manually deactivating it when possible.