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Terry_ALE
Level 1

Bank Transactions from two credit cards (same bank) does not work

Recently you changed something that does not allow two (2) different credit cards from American Express. I have to connect to one or the other but I cannot have both connected and syncing under "Bank transactions". This is really inconvenient and in fact the removal of an existing capability. I hope this can be quickly resolved.

7 Comments 7
Tori B
QuickBooks Team

Bank Transactions from two credit cards (same bank) does not work

Good morning, @Terry_ALE.  

 

Thanks for sharing your concerns. I hope all is well.  

 

At this time, setting up multiple credit cards for the same General Ledger (GL) account isn't available. You can create a parent account and set up each credit card as a subaccount under it. However, If you don't want to use subaccounts, you'll have to set up each card and connect them to your bank. Then, every time transactions are downloaded to each card, you'll have to manually exclude those that aren't associated with the specific credit card. 

 

Apart from this, there's a possibility that you'll have to transfer and adjust balances to correct the individual account balances.  

 

I recommend reaching out to your accountant for other ways you can link your credit cards. In addition, QuickBooks downloads the latest transactions automatically and matches them with those you've already entered. Go through this article as a guide: Categorize And Match Online Bank Transactions In QuickBooks Online

 

Please don't hesitate to let me know if you have any additional questions or concerns. I'll be here every step of the way. Take care!

Terry_ALE
Level 1

Bank Transactions from two credit cards (same bank) does not work

I have sub-accounts for each credit card.

Terry_ALE
Level 1

Bank Transactions from two credit cards (same bank) does not work

I have sub-accounts for each credit card.

Terry_ALE
Level 1

Bank Transactions from two credit cards (same bank) does not work

I have sub-accounts for each credit card.

Terry_ALE
Level 1

Bank Transactions from two credit cards (same bank) does not work

I have sub-accounts for each credit card.

Terry_ALE
Level 1

Bank Transactions from two credit cards (same bank) does not work

I have sub-accounts for each credit card.

JoanaC
QuickBooks Team

Bank Transactions from two credit cards (same bank) does not work

Greetings, @Terry_ALE.

 

It appears that one of my colleagues responded to a question that you posed. For more details, I suggest viewing their response by following this link: Bank Transactions are not working for two accounts from the same bank.

 

We'll be here if you still require assistance with your bank transactions. I hope you have an amazing day. 

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