My credit accounts (all with the same Chase account) are set up essentially like this:
Chase Credit Card - (Parent Account not connected through Chase Online)
All three business cards are connected to their accounts through Chase Online, each card will download its transactions, however only Card 1 will show the balance of all card purchases combined. This creates the following issue:
It's essentially acting as Card 1 is the parent account, and no matter how I set it up I cannot get the "In quickbooks" balances to disappear on Card 2 or Card 3.
Is this an issue on Chase's end? Or is this an issue of how I have the cards structured in my Chart of Accounts?
Solved! Go to Solution.
I have the same issue and the link you provided doesn't seem to be working.
However, I have been getting downloads on all my Chase accounts. The problem is still what the original post documented. I have multiple employee cards on a single corporate card. It used to be that the main card would download all of the transactions. Now I am forced to download individual employees manually.
Is there any update on this?
Hey there, GeneS.
Thanks for letting me know about the bank feed issue you’re currently experiencing with Chase. Let me ensure you’ll be able to automatically download all of your employees’ transactions.
We’ll need to trace where the issue is stemming from. Here in the Community, for security reasons I'm unable to request the sensitive information required to pull up your account.
For this reason, I recommend contacting our QuickBooks Online Customer Team. They have the tools to configure the online banking setup and help make sure you can smoothly download all transactions.
For future reference, I added a link with more insights about the Bank Feeds Direct Connect. With this feature, you no longer have to give us your bank username and password after initial setup.
You give permission at your Financial institution(FI) for QuickBooks to access your account.
If there's anything else that I can help you with, don't hesitate to leave me a comment. I'll be glad to assist you further.
Is there an update on this issue. I'm currently experiencing the same problem. Here is my setup:
Primary CC is a sub of account#1
Secondary employee CC is a sub of account#1
The problem is that the primary CC shows an incorrect negative balance in quickbooks. It however shows the correct balance from the bank.
The secondary credit shows the bank balance as $0 (always). And the it's quickbooks balance is also $0.
At this point, it would be best if one of our phone or chat agents can check your setup. Using their tools, they will be able to investigate this further and document the case. That way, our online banking team can create procedures to prevent this from happening again.
Here's how to reach them:
Feel free to comment on this thread if you need anything else.
Thanks for joining this conversation and for letting us know that you're also affected by this ongoing issue. I'm here to help get this taken care of.
Currently, our Product Engineers are still working to get this fixed as soon as possible. While we don't have a firm timeline for when this investigation will be resolved, I'd suggest you contact our Phone Support Team again and provide this investigation number INV-24294.
I know you already called, but I want to make sure you'll be added to our notification list. Once you're added, we can immediately notify you once the issue has been fixed and provide you the resolution.
You can follow the same steps provided by my colleague JessT above on how to reach them.
Thanks for your understanding and patience while we look into this. Please let me know how it goes after contacting them. Should you have any other questions, don't hesitate to leave a comment below. Take care always!
We recently updated and archived some articles, and that's the reason why you can't open the link.
I've got the updated link if you're having issues connecting with Chase Bank: Bank Feeds Direct Connect FAQ.
I'll be around if you need more help with QuickBooks. Thanks.
Have you been able to find a solution? I've been doing inputting all of our transactions manually for quite some time now and it's getting old. It seems ridiculous to me that QBO and Chase can't figure this out. Even the new OAuth doesn't work. Extremely frustrating.
Hi there, NathanTB.
I just want to let you know that this issue is still being worked on by our engineers. We will update you via email you as soon as we connection between Chase and QuickBooks Online working.
In case you haven't yet, please call us for us to get your contact details. Just go to the Help menu and click Contact Us.
You can always visit us anytime you have other questions.
I am also waiting on this fix. It used to work fine, then all of a sudden my second card stopped updating. To be honest, I don't understand why this isn't a bigger issue for QBO users...I would think most of them have multiple credit cards to reconcile!!
I do have a workaround that's not too bad....I download the transactions in QBO format from the Chase website. Then upload into the "master" card account. QBO asks you which account to upload to during the process. It's pretty painless as long as you are careful not to do overlapping dates with the downloads. I try to stick to calendar months.
You may want to try it with a small sample, say 1-2 days worth. Worse comes to worse you can delete them if it doesn't work right.
Yes. I was just coming back to say that I had figured this out as well.... that instead of all transactions in our Business credit card account (with 10 credit cards) coming into one credit card account - I now have had to create sub credit card accounts for all 10 credit cards. and yes. there is now no check for previously existing transactions the date range is super important. it's a huge pain in the butt - I'm not sure which date it broke... I think perhaps the 1st of the year ?
It seems like lots and lots of people would be having this issue and it would be important to QB and Chase to fix it.
Having the same problem only none of the solutions others are suggesting will work. We tried creating a dummy master account with both cards under it... that didn't work. We tried setting up the sub accounts as such using the QBO designation... it won't let us pair them. We tried deleting the sub account card, disconnecting and reconnecting the master card to see if all charges show up on it for both cards... didn't work. We are a new business and new to QBO and this is proving to be a nightmare. When will there be a fix? We are contemplating switching from Quickbooks entirely this is taking up so much time. QBO was supposed to make it EASIER to sync and download transactions, so we were willing to pay the extra cost for online versus a desktop version where we would have to upload the data from the bank. I have spent around 6 hours on the phone with QBO support and countless more on my own, and nobody has an answer. Please help.
Hey there, Anonymous16.
Allow me to join in the conversation and share some information about the Chase Bank connection not working.
As mentioned by my colleagues, this issue is already reported and our engineers are working with your bank to check the root cause of the issue. If you haven’t signed up yet to receive email updates, I recommend contacting our QuickBooks Online Support Team.
One of our specialists will gather your information in a secure environment and add you to the notification list of affected users. You can reach them through the following link: Contact QBO.
I appreciate your patience while we look into this. If you have other questions about QBO, or if you need anything else, don't hesitate to leave me a comment. I’ll be around to assist you further.
Thanks, except I have spoken with the Quickbooks support team multiple times. They always gather my information, look into it to see if this is a known issue, tell me it's not, and then offer solutions that do not work. Will anyone on the support team have a solution if I contact them again? I am running out of time and patience with months of unreconcilable accounts and tax season around the corner.
If I were in your position, I think I’d feel just as you do, Anonymous16.
As what my colleagues provided, there's an ongoing issue and our engineering team is still working on it.
Though, we can try some few steps to connect the multiple cards.
When you're using Chase, you can connect more than one account. For multiple credit cards, it's recommended to have one account as the parent/reconciliation account. Any other accounts should be set up as sub-accounts. Only the sub accounts should be connected through online banking. This action will allow the charges on the individual cards to funnel up to the parent account, where you will apply payments and reconcile.
Here's how to create a sub-account:
I've got you an article for more details: About bank or credit card sub-account setup.
You can always get back to this thread if you need more help.