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Lisa_S
Level 1

Credit card sub-accounts not downloading data

I have a Chase parent credit card linked and syncing with QBO.  There are two sub credit card accounts that are listed as "children" under the "parent" account.  The transactions made with the child cards don't sync to QBO. I went through the "link account" process, logged into Chase and Chase says the data from the child accounts is already linked to QBO.  This didn't used to be a problem, but as the child cards get used more often now, it's a pain to have to add the transactions manually.  Anyone know a solution for this?

6 Comments 6
Catherine_B
QuickBooks Team

Credit card sub-accounts not downloading data

Let's get your bank transactions to be downloaded, Lisa_S.

 

Good job for looking into your bank's website ahead for any messages, notifications, or alerts. Before we start troubleshooting, did you receive an error when you visited the Banking page? If you’re not getting the latest transactions, here's what to review so QuickBooks starts downloading transactions again. 

 

First, we can do a manual upload. Let me show you:

 

  1. Go to the Banking or Transactions menu.
  2. Click the Banking tab and select the bank to update.
  3. At the upper-right, click Update.

You can review the number of transactions on the account tile and you'll see if it increases. This would mean that QuickBooks downloads new transactions. If you received a banking error, you can click the link and proceed to the Step 4: Fix specific bank errors section and select the error you're prompted with: Bank errors.

 

Meantime, you can manually import your transactions to keep up with your books. For the next step, you can categorize your transactions once they are available in your bank feeds. 

 

Please don't hesitate to post or leave a reply on how these steps worked. I'm always here ready to help with your bank transactions. Take care!

Lisa_S
Level 1

Credit card sub-accounts not downloading data

Thanks for your reply.  I was able to successfully manually download the transaction file.  However, I would like to be able to get the transactions from the child accounts to automatically download with those on the parent account.  The child account transactions have never downloaded.  Any other possible solutions?  Should I disconnect the parent account and try reconnecting it?

CharleneMae_F
QuickBooks Team

Credit card sub-accounts not downloading data

Thanks for taking the time to get back on this thread, Lisa_S.

 

I'm here to share some information about your credit card subaccount setup. 

 

Before connecting to Online Banking, you'll need to verify from your bank how they send the transactions. If the data download to one account, then connect the parent. Otherwise, you'll have to link the subaccounts only.

 

Please note that we're unable to connect both a parent and its subaccount. Doing so will show a message that the account is already connected.

 

For more details, I'd suggest checking out this article: Connect the Accounts to Online Banking.

 

Once you downloaded the transactions to the correct account, I encourage categorizing them in QuickBooks. This ensures your books are accurate. 

 

Please keep us posted on your progress in downloading the transactions. I'm determined to ensure your record is correct.

LisaS4170
Level 1

Credit card sub-accounts not downloading data

This isn't helpful:    If the data download to one account, then connect the parent. Otherwise, you'll have to link the subaccounts only.

 

I have only ever had the data from one card download to QBO.  How am I to determine "if the data download to one account"?

 

 

JessT
QuickBooks Team

Credit card sub-accounts not downloading data

Hi LisaS4170,

 

Thanks for following up on this. I'll share information about the feeds.

 

The best way to know is to ask your bank since they have control over your accounts. You may also try to connect the main account first to see if your transactions (including the sub-accounts') are downloaded. If not, you can disconnect it and connect your sub-accounts.

 

You can find more information in this article: About bank or credit card subaccount setup. It talks about connecting credit card accounts with sub-accounts.

 

I'm just right here if you have more questions about connecting an account. Take care and have a good one!

LisaS4170
Level 1

Credit card sub-accounts not downloading data

I find it hard to believe that anyone I could actually reach at Chase Bank is going to have the information about their feeds.  

The main, parent account has always been connected and the child account transactions have never downloaded.

 

If I disconnect the parent account and try to connect the child accounts, then I assume the parent account transactions (the vast majority of them) won't download.  That's not going to help me.

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