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tstruminger
Level 2

Chase Credit Card with Sub Account

From the Chase website, you can download the transactions by card to QBO import files, and then import them into QBO. Just don't download the "main" card number's transactions.

 

Best workaround I've found...

21016
Level 1

Chase Credit Card with Sub Account

Does anyone know if this has finally been resolved?  

SirielJeaB
QuickBooks Team

Chase Credit Card with Sub Account

Hello there, 21016.

 

You'll need to separately link the sub-account (Chase) to the online connection to resolve the issue with downloading bank transactions in QuickBooks Online (QBO).

 

Please note how your bank distributes downloaded transactions before linking into online banking. Connect just the parent account if the transactions download to a single account. However, if the transactions download to the individual accounts, you'll need to connect the subaccounts rather than the parent account. To learn more about the parent and subaccounts setup, see this article: About bank or credit card subaccount setup.

 

To connect an account:

 

  1. Go to Transactions, then select Bank Transactions.
  2. Choose Manage connections in the Link account dropdown button.
  3. Follow the onscreen steps to link your credit card account.

 

Once everything's good, check out these articles for managing bank transactions in QBO:

 

 

I'll circle back to you promptly if you have further questions about banking connectivity or need assistance with your transactions. I'm available 24/7. Have a good one.

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