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TheCA
Level 2

Syncing Multiple Credit Cards in Chase Ultimate Rewards Account

Hi,

I have a Business Chase Ultimate Rewards Account with 3 credit cards associated with it. When I sync in the Bank Feed, am only getting the transactions from the primary card but not from the other 2 cards. Can you please let me know the process to get the transactions from all the 3 cards?

 

Thanks

Solved
Best answer October 29, 2023

Best Answers
Bryan_M
QuickBooks Team

Syncing Multiple Credit Cards in Chase Ultimate Rewards Account

Hello there, @TheCA.

 

Syncing the transactions of your three credit cards in QBO will be of great help in tracking them. Let me share insights and help you achieve this.

 

Firstly, you need to know how your bank sends the downloaded transactions. If the transactions download to one account, connect only the parent account. If the transactions download to the individual accounts, connect the subaccounts and not the parent account. 

 

These are the reasons why you're only getting the transactions from the primary card. Also, we can't connect both a parent and its subaccounts. If you try to connect both, you'll get a message that it's already connected. Check out this article for more info: Set up a bank or credit card subaccount.

 

You can, however, still show the transactions of your remaining credit cards in QuickBooks by manually adding them. Here's how:

 

  1. Open an account by going to Transactions, then select Chart of accounts.
  2. Look for the account you want to review. If you're new, select See your Chart of Accounts first.
  3. Choose Account history from the Actions column. Please know that not every account lets you add transactions directly.
  4. At the very top of the list, select the Add journal entry, Add deposit, or Add cheque ▼ dropdown. Tip: The menu can be hard to see - it's just above the most recent transaction. You can also press Ctrl + Alt + N.
  5. Select the type of transaction you want to add.
  6. Fill out the fields to complete the transaction.
  7. When you're done, select Save.

 

For more info, you can read this article: Manually add transactions to accounts in QuickBooks Online.

 

If you want to automatically categorise your bank transactions, you can learn it in this article:

 

 

We're glad to have you here. If you have additional questions, never hesitate to come back. I'll be happy to lend a hand. Keep safe, and have a good day

View solution in original post

1 Comment 1
Bryan_M
QuickBooks Team

Syncing Multiple Credit Cards in Chase Ultimate Rewards Account

Hello there, @TheCA.

 

Syncing the transactions of your three credit cards in QBO will be of great help in tracking them. Let me share insights and help you achieve this.

 

Firstly, you need to know how your bank sends the downloaded transactions. If the transactions download to one account, connect only the parent account. If the transactions download to the individual accounts, connect the subaccounts and not the parent account. 

 

These are the reasons why you're only getting the transactions from the primary card. Also, we can't connect both a parent and its subaccounts. If you try to connect both, you'll get a message that it's already connected. Check out this article for more info: Set up a bank or credit card subaccount.

 

You can, however, still show the transactions of your remaining credit cards in QuickBooks by manually adding them. Here's how:

 

  1. Open an account by going to Transactions, then select Chart of accounts.
  2. Look for the account you want to review. If you're new, select See your Chart of Accounts first.
  3. Choose Account history from the Actions column. Please know that not every account lets you add transactions directly.
  4. At the very top of the list, select the Add journal entry, Add deposit, or Add cheque ▼ dropdown. Tip: The menu can be hard to see - it's just above the most recent transaction. You can also press Ctrl + Alt + N.
  5. Select the type of transaction you want to add.
  6. Fill out the fields to complete the transaction.
  7. When you're done, select Save.

 

For more info, you can read this article: Manually add transactions to accounts in QuickBooks Online.

 

If you want to automatically categorise your bank transactions, you can learn it in this article:

 

 

We're glad to have you here. If you have additional questions, never hesitate to come back. I'll be happy to lend a hand. Keep safe, and have a good day