Bank of America - employee credit cards not showing up in Bank Transactions

anne510 · ‎October 09, 2024

We recently switched our corporate credit card from Chase to Bank of America.

With Chase, I could see each employee's credit card information (purchases, balance, etc.) in the Bank Transactions section of QBO as separate accounts.

With BofA, I can only see my credit card and the overarching corporate account. I thought maybe I could just link the corporate account, because that's where I see all employee cards on the BofA website. But the transactions that QBO pulls in from that account are limited to cc payments and fees.

I have tried unlinking and relinking several times. The process only allows me to connect the two accounts (the cc under my name and the overarching corporate account) and not my four employees' credit cards. I never see those cards come up as an option to link and the corporate account does not include their purchase information.

I am not sure whether this is a QBO issue or a BofA issue, but curious to know if/how others have solved this problem, if it's a new problem, if there's a fix on the way, etc. In the past, I have manually added all credit card transactions to QBO once the credit card payment is made, as split transactions, based on the cc statement. That is so messy and time consuming! I have really loved the Chase integration and hope that BofA can be just as good.

Candice C · ‎October 09, 2024

Hey there, @anne510.

It's great to see you back in the Community.

It all depends on how the card information shows in Bank of America. If all the cards are on one account then it's more than likely a bank of America issue and you will need to contact the bank. If each card is technically a separate account, then you will need to connect each account individually.

Any additional screenshots can help us determine the best route for you and your business in this situation.

Connect bank and credit card

I'll be waiting for your response!

View solution in original post

Candice C · ‎October 09, 2024

Hey there, @anne510.

It's great to see you back in the Community.

It all depends on how the card information shows in Bank of America. If all the cards are on one account then it's more than likely a bank of America issue and you will need to contact the bank. If each card is technically a separate account, then you will need to connect each account individually.

Any additional screenshots can help us determine the best route for you and your business in this situation.

Connect bank and credit card

I'll be waiting for your response!

anne510 · ‎October 10, 2024

It was, indeed, a Bank of America issue. Thanks for pointing me in the right direction!

Aldren18 · ‎October 10, 2024

Thanks for your update, Anne.

On behalf of my colleague Candice, I want to extend a warm welcome back to you. I’m glad you identified the issue as stemming from Bank of America. Understanding whether the challenge originates from the bank or the software is crucial for the awareness of other users who experience the same.

I acknowledged that manually entering credit card transactions into QBO can be tedious and time-consuming. While this is necessary for now, I assure you that we are here to support you through this process until a more streamlined solution becomes available.

To further assist you, I’d like to share some resources that can help you manage your bank entries in QBO more effectively:

Revisit this thread if you have any additional questions or need assistance reconciling your records and handling bank connectivity in QBO. My team and I are always here and ready to help whenever you need guidance.

flexfleettrailers

How was this issue resolved with Bank of America? I am having the exact same issue with my account. I am not able to see transactions for an employee credit card. When I try to link the credit card of the employee I do not see it as an option to add to quickbooks. I only see my credit card and the overarching account.

flexfleettrailers

How was this issue resolved with Bank of America? I am having the exact same issue with my account. I am not able to see transactions for an employee credit card. When I try to link the credit card of the employee I do not see it as an option to add to quickbooks. I only see my credit card and the overarching account.

NicoleAscencionS

I understand the challenges you're facing with linking your employee's credit card in QuickBooks Online (QBO), @flexfleettrailers. I'm here to provide some insights to help you with this.

Your card information may vary based on how it's linked in your bank account. If all cards are under one account, then it's more than likely a bank issue and you'll need to contact the bank. If each card is a separate account, you must connect them individually.

In the meantime, you can manually upload your transactions from your bank. Here's how:

Go to Transactions, then select Bank Transactions.
In the Link account▼ drop-down, select Upload from file.
Click the Drag and drop or select files button.
Select the CSV file and then open it.
In the QuickBooks account▼ dropdown, choose the account you want to upload the transactions into.
Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks.
Select the transactions, and then click Yes.
Once done, click Let's Go.

Additionally, I'd like to share some resources that can help you better handle your bank entries in QBO:

Maintaining accurate financial records is important to businesses like yours, @flexfleettrailers. I'm here to provide continued support if you face any more challenges or need help linking your employee's credit card.

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Bank of America - employee credit cards not showing up in Bank Transactions