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Frequent Explorer **

Re: this was posted today Chase bank no longer doing banking...

It would be helpful if someone could at least say when they think the issue started ? That way we are not all blindly working in the dark with the workarounds.

QuickBooks Team

Re: this was posted today Chase bank no longer doing banking...

Hello, madrone.

 

I appreciate you sharing your experience with us. Let me personally send this feedback to our product engineers so they'll become fully aware.

 

I'll be keeping an eye out for this investigation and we'll be sure to provide updates once there is a permanent fix. I'm always here for any other questions or concerns you may have.

Community Contributor *

Re: this was posted today Chase bank no longer doing banking...

THESE STEPS DO NOT WORK!!! WE HAVE TRIED THEM MULTIPLE TIMES! The problem is that QBO literally won't let me set up the sub-account cards as sub-accounts to the master card. It gives an error message every time, and my chart of accounts is now full of inactive accounts that your team helped me set up trying to make these steps work. I agree with the others, it seems shocking that this issue can persist for so long with one of the biggest banks in the country. Is there an actual timeline that we can have? Or do we need to continue contacting support to be given pre-canned text about how to fix the problem that won't actually fix the problem in this case. Every time I contact support, they tell me that this is a unique problem that nobody else is having, which is clearly not the case.

QuickBooks Team

Re: this was posted today Chase bank no longer doing banking...

Hi there, @Anonymous16.

 

Thank you for joining the thread and letting us know the status of your bank. I'm here to help share additional information and provide some updates of this current investigation.

 

The issue has already been resolved and QuickBooks released an update last February 7, 2019.

 

While waiting for the full dissemination of the fix and to learn more about the latest updates on the investigation, you may check this link: https://quickbooks.intuit.com/community/Banking/ALERT-Error-QuickBooks-is-unable-to-verify-the-Finan....

 

Stay in touch if you have any other banking concerns, I'll be right here to help you. Have a great day ahead!

Frequent Explorer **

Re: this was posted today Chase bank no longer doing banking...

what date did the issue start ?

 

(I've tried to ask this several times and get zero response.  Your customers need a START DATE to figure out which date to go back to to start i.e. inputting transactions manually.  you can give us an answer and help us out a little bit... or we can all just blindly try and figure it out. and we will eventually - it just would be nice to have a little help)

 

What date did this issue start ?

Moderator

Re: this was posted today Chase bank no longer doing banking...

Hi @madrone,

 

Some customers started reporting this issue around last week of January. We have been working with the Chase bank to get this resolve the soonest.   

 

Thanks for your patience.

Not applicable

Re: I figured it out. Make a dummy card account called master...

Now that you've been doing this a few months, is it still working out?

 

Any issues with reconciling credit card account or bank account?

Balance sheet looks OK?

Not applicable

Re: this was posted today Chase bank no longer doing banking...

Please also add me to the list of affected users waiting for a solution, thank you!

Moderator

Re: this was posted today Chase bank no longer doing banking...

Thanks for joining in on the thread, clokgp.

 

This is a public forum which we won't be able to ask your personal details. I'd recommend contacting our QuickBooks Customer Care Team. They can pull up your account in a secure environment and add you to the list of affected users. They'll keep you up to date about the issue.

 

We'd appreciate your patience as our engineers work with your bank's support to fix this permanently. Let us know if you have other concerns.

Not applicable

Re: this was posted today Chase bank no longer doing banking...

This has been an issue for a long time. I have called numerous times with the same answer. My chase card used to dump transactions from the employee cards to the mother card i QBO. It quit doing that in October 2018. I have tried the sub-account way, but I have been manually adding employee transactions for nearly 6 months now.

Moderator

Re: this was posted today Chase bank no longer doing banking...

Hi, anonymous5.

Thanks for looping in this thread. Let me provide you with some information concerning this issue.

 

I know you've already called in. However, I still suggest getting in touch with our QuickBooks Desktop Customer Care to have this re-investigated. Agents have the necessary tools, like screen-sharing to get you back up and running.

 

Also, I can pass along all the feedback you have to the appropriate channels so you're able to reach a point of resolution as quickly as possible. As soon as an update is received, I, or another member of the Community team, will be happy to update this thread and let everyone know so that you can get back to business.

 

To reach us, please follow these steps:

 

  1. Sign in to your QuickBooks Online Company.
  2. Click (?) Help at the upper right corner.
  3. At the bottom, click on Contact us.
  4. Type in your concern then hit Continue.

Please know that I'm just a post away should you need anything else. Wishing you a wonderful week ahead.

Not applicable

Re: How can I connect multiple Chase credit cards and have them all reconcile together?

I am very familiar with this issue and know why this occurs.  The master account is not the credit card that the "owner" who opened the account has.  There is another internal number that chase uses as the "master" account number.  It is this number that you would need to connect your chase/quickbooks online sync to.  If you will notice in the attached screenshot that I attached, you will see the one credit card that we have on this account.  It ends in 3545.  You would think that this would be the "master" account number, considering it is the only account number.  Point in fact, there is another number, that chase uses as the "master" account number that the customer can't see.  It is this hidden number that you would need to check off (reference screenshot) to be able to smoothly pull in all transactions from your chase credit card account and keep under one register.  

 

I know this as a fact because.......when using quickbooks desktop enterprise...this "master" number that the customer never sees....actually shows up in the area where you connect a new bank account in.  It is a 16 digit number just like a normal credit card.  I would post a screenshot but I no longer use quickbooks desktop so I can't show you.   It is up to quickbooks and chase to allow this “hidden” account number to be an option to connect to

Not applicable

Re: this was posted today Chase bank no longer doing banking...

My 5+ cards connected to Chase has not been updated for 45 days now. Anyone have a fix for this yet? 

Not applicable

Re: this was posted today Chase bank no longer doing banking...

Hi - For me, around October 2018. Perhaps even into September. It really was a total mess for me and came out of nowhere. 

 

 

QuickBooks Team

Re: this was posted today Chase bank no longer doing banking...

Hi there, ucsbcpa,

 

I’ll personally look into their investigation from time to time and be transparent with you in this thread every time there’s an update.

 

If there’s something else that we can help you about QuickBooks, please don’t hesitate to post again.

Frequent Explorer **

Re: this was posted today Chase bank no longer doing banking...

so frustrating. 

 

would the QB / Intuit employees quit bumping up their stats by replying here and saying "Please call in and put your name on BLA"  or "I personally will update you"

 

it's been months and clearly Intuit could give a rip. 

 

the User Experience is SO BAD !  I had to create sub-accounts - which kind of worked... but now when I go to  "Bank Accounts" in Bank Feeds ... instead of giving the user a 'DATE' that I last imported transactions in... it gives this super vague "1 week(s) ago"... so I really have no idea for which date range to grab transactions.  

 

so. darn. frustrating !!  it's no longer usable. 

Frequent Explorer **

Re: this was posted today Chase bank no longer doing banking...

figured it out by going into each individual sub account and seeing what the last transaction was.  i wish intuit would fix this

Community Contributor *

How can I connect multiple Chase credit cards and have them all reconcile together?

This post went from how to reconcile multiple credit cards under one parent card to problems with Chase bank downloads. 

Back to original problem. How do I reconcile sub accounts so that they will show a zero balance after reconciling the parent account and paying with 1 check.

I have no problem entering the charges manually and don't give a hoot, right now, about downloading from Chase. 

Any help will be greatly appreciated.

QuickBooks Team

Re: How can I connect multiple Chase credit cards and have them all reconcile together?

Hello there, @cdjh,

 

There isn't a need to reconcile the sub-accounts since the transactions from there are also part of the parent account. Simply reconcile the parent account to zero out the balance.

 

Just a heads up, make sure not to add another transaction to the reconciled period.

 

You can follow the detailed steps written in this article to help you succeed in reconciling your bank transactions: How to reconcile accounts.

 

This answers your concern for today. Keep in touch on how this goes by leaving a comment below. I'll be waiting for your response.

Community Contributor *

Re: How can I connect multiple Chase credit cards and have them all reconcile together?

I think you might be on the wrong thread... this thread is entitled "How can I connect multiple Chase credit cards and have them all reconcile together?" The downloading problem with Chase IS THE POINT OF THIS THREAD, it is not a hijacking. Questions of how to set up sub-accounts are discussed elsewhere, but everyone in this thread is having issues because linked Chase cards are downloading as separate accounts on QBO, and thus not reconciling with Chase statements.

Community Contributor *

Re: How can I connect multiple Chase credit cards and have them all reconcile together?

I really don't understand why it seems that QB doesn't understand the problem.  Also, I'm surprised that others aren't expressing their frustration with this issue.   What really bothers me is that QB Support hasn't made any progress on this issue and keeps trying to apply solutions that really don't address the issue.   I THINK I have been on a notice list regarding this problem but haven't heard from QB since I started this thread.  

 

It's really simple.  I have three credit cards all tied together to the same account.  Chase reports them as a single account.  So the balance as far as Chase is concerned is the total of the three cards.  When I download that master card (sorry for the pun), it only gives me the transactions for that card and not the three cards which would reconcile to the balance.  


This is not a question of not knowing how to reconcile an account.  This is an issue that QB and Chase are not handling the accounts the same way.    As I have said several times, this worked just fine until a few months back when I first reported this issue).   My current work around is to download the two "sub" cards as .qbo files and then upload the transactions to the master card.  Then I can reconcile to the Chase balance.

 

One way to solve this would be to allow a QB account to accept multiple Chase accounts (which it will not allow during online setup).  

 

QuickBooks Team

Re: How can I connect multiple Chase credit cards and have them all reconcile together?

Hello again, GeneS.


I appreciate you taking the time finding ways to on how to reconcile transactions to the correct accounts. This information will help other customers who are also experiencing the same issue.

 

This is now what I want for you while using the online banking feature.I want to ensure the transactions are downloaded to the correct credit cards.

 

I checked with my resources, and this issue is already considered as resolved. Since transactions from Chase are still posted to only one account instead of posting them to the other cards, I recommend contacting our QBO Team to have this case re-opened for further investigation.

 

This information should help you moving forward. 

 

Please let me know how it goes after reaching out to them. Should you have any other questions, leave me a comment below. I'll be right here to help.

Not applicable

Re: How can I connect multiple Chase credit cards and have them all reconcile together?

This is still an issue for me and is far past ridiculous at this point.

Is there an ETA, update, or plan?

QuickBooks Team

Re: How can I connect multiple Chase credit cards and have them all reconcile together?

Thanks for joining this thread, JJJ95.


Let me provide some additional information about the investigation status.


I checked with my resources, and this issue is already considered as resolved. I have a few steps you can try to help get back on track.


The first thing to do is refresh the online banking connecting by performing a manual update. Here’s how:

 

  1. Sign in to your QBO company.
  2. On the left panel, select Banking.
  3. Click on the Banking link in the upper left.
  4. In the Bank and Credit Cards section, choose your Chase account.
  5. Click on the Update tab in the upper right hand.
  6. If you receive a pop-up to enter the Multi-Factor Authentication information, enter them in the fields and select Continue update.

Now, check if the transactions in the Blue tile increase. If nothing new downloaded, use the  WebConnect feature to fetch new data. 

 

In this case, I suggest contacting our QBO Team again. This way, they’ll know you’re still affected by this issue and have this case re-opened for further investigation.

 

You can reach them by following these steps.

 

  1. In the upper right hand, go to the Help icon.
  2. Click on the Contact Us link.
  3. Enter contact support in the field box.
  4. Choose how you want to connect with us: Message an Agent or We’ll call you.

This should help you move forward. Keep me posted how it goes after reaching out to our support team. I want to make this is taken care of for you.

 

Not applicable

Re: How can I connect multiple Chase credit cards and have them all reconcile together?

This is absolutely not resolved. I just spent over an hour and a half on a screen share with QBO support and there is still no change to the original problem.

 

When you have more than one credit card with Chase, they all roll up under one main account on Chase, with the option to view each card separately if you wish. The payments from checking accounts, however, are applied to the entire account balance. The payments on the credit card side show up on the main account and on the "Primary" card, but not any additional "Employee" cards.

 

Since QBO treats each individual card as its own account, only one card of all show up with any payment information, and the amount is for the full balance. Meanwhile, any other cards that have spend show no payment to match the spend because it's all consolidated in the "Primary" card. 

 

The only suggestion QBO support offered was to remove the downloaded payment transactions from the "Primary" card, calculate how much the payments should distribute across the remaining "Employee" cards, and manually enter payments....WHAT?? That's the best solution? 

 

In summary...this is absolutely NOT resolved.

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