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I am having the same issue on our Business Bank of America Alaska Airlines credit cards. QB tells me to call BofA... BofA tells me to call QB... so frustrating.
Ultimately the bank feed system is working, but only pulling in the payments and not the transactions.
BofA has the credit card system setup so the Corporate account is where payments are made, but credit card transactions are made on individual cards. When doing the Bank Feed transfer it only pulls over the payments made on the corporate account.
I can create 2 separate bank feeds one for the corporate account and one for each credit card, but this doesn't remedy the problem. The corporate account would then always show payments and the individual cards would always show charges, they would never balance out...
I can only imagine what you've been through, @KSchadel.
I recognize how beneficial it is for you to have your Bank of America transactions downloaded seamlessly from QuickBooks Desktop.
Before you begin, you have to ensure that you back up your company file, update QuickBooks Desktop to the latest release, and make sure you have a supported version of QuickBooks to have the latest info from your financial institution to update the Financial Institutions list.
Let's now proceed in updating your Financial Institutions Directory in QuickBooks Desktop:
Solution 1: Automatic update
QuickBooks processes the update for you.
Solution 2: Manual update
If you need to update manually, confirm that you update each file location for every QuickBooks version you use.
Once done your Financial Institution list is now up to date.
In addition, since you mentioned that Bank of America has the credit card system set up and that the corporate account is used for making payments, but individual credit card transactions are made on separate cards, I recommend coordinating with the bank to learn how Bank of America downloads transactions into QuickBooks.
Additionally, you can refer to these articles to help you speed up the review process of categorizing and matching your bank and credit card statements so you can manage and keep your account balanced In QuickBooks Desktop:
Should you require additional assistance with any of these steps or have other concerns regarding your bank transactions, leave a comment below and I'll get back right away. Stay safe, @KSchadel!
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