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Create a new card sheet offering a credit card and a debit card, with the credit card selected. Create a new card sheet offering a credit card and a debit card, with the credit card selected. Banking > Company cards lists the cards issued on your company’s account: who holds each one, which account it draws on and its status. If your Banking menu has no Credit card item, the sidebar calls this page Cards. Company Admins and Bookkeepers manage cards after your company finishes onboarding. Each employee sees their own on My cards (see My cards).

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See your company’s cards

The list shows each card’s name, number, cardholder, account, type, sharing and status. Closed cards are hidden. To see them, select Display and turn on Show closed cards. The Cards page, listing the company's cards with their numbers, cardholders, type and status. The Cards page, listing the company's cards with their numbers, cardholders, type and status. If a physical card has been sent to you and isn’t active yet, Your new card is on the way shows at the top of the page. Select Activate card once it arrives.

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Create a card

Only Company Admins see Create card. Select it, then fill in the Create a new card sheet:
1

Name the card

Enter a Card name, such as the team or what the card is for.
2

Choose credit or debit

Under Choose a card, choose Credit card or Debit card. You see Choose a card only if the sidebar says Company cards. Credit card can be chosen once your company’s credit account is open. Before that, it shows how to apply or where your credit application stands.
3

Choose virtual or physical

Under Card type, choose Virtual or Physical.
4

Set a spend limit

Optional: turn on Spend limit, choose a Period and enter the amount.
5

Choose the card owner

Choose the Card owner: the person the card is issued to.
6

Choose who can use the card

Under Shared card, choose Card owner to keep the card to one person, or Shared with multiple people and select who else can use it. People you share with get access to the card details but can’t change its settings.
7

Add accounting defaults

Optional: if Accounting settings appears, choose a Default account and Default department for QuickBooks.
8

Enter the shipping address

For a physical card, enter the Shipping Address.
9

Create the card

Select Create card.
A card for someone who hasn’t finished registering shows Pending registration until the cardholder completes onboarding. The Create a new card sheet, with the card name, credit or debit, card type, spend limit and card owner. The Create a new card sheet, with the card name, credit or debit, card type, spend limit and card owner.

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Manage a card

Select a card to open it. The buttons under the card depend on its status and your role: Below the buttons, the Details tab shows what’s been spent against the card’s limit, its billing address and the cardholder. Credit cards also show your credit account’s available credit. Under Settings you can change the Spend limit and Card name, then select Save. Under Share card you can choose who else can use the card. If Spending Budget appears, you can assign the card to a budget: under Spending budget for this card, choose the budget (see Budgets). A frozen card's sheet on the Cards page, with Unfreeze and Deactivate, and its Details and Spending Controls tabs. A frozen card's sheet on the Cards page, with Unfreeze and Deactivate, and its Details and Spending Controls tabs.

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Set spending controls

Every turns on spending controls company by company. If you don’t see it, select Support in the sidebar to ask about it.
With spending controls, a card has a Spending Controls tab, and its spend limit moves there from Settings.
  1. On Spending Controls, for each of Merchant, Category and MCC (Visa merchant category code), choose Allow or Block and add the ones the rule covers, or leave it Off.
  2. Select Save.
The new rules don’t apply the moment you save: Every applies them the next time it updates card limits. With spending controls, when you create a debit card, Period also offers One time, a total the card can spend before it freezes permanently. You can’t change a one-time limit after the card’s first transaction.