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Level 1

I tried connecting my Chase Account to Quickbook. It let's me do the first one but not any other accounts.

It gives me option only to connect the first account.
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QuickBooks Team

I tried connecting my Chase Account to Quickbook. It let's me do the first one but not any other accounts.

Welcome to the Community, papillon888-aol-! Hope you had a great weekend:)

When connecting bank accounts, there are times when the software will not allow multiple accounts from the same bank to be added directly to your bank feed. The best thing to do in those instances is to create an 'unlinked' main account, and then connect each Chase account to it. First, let's check this setting on the Chase website. 

  1. Sign in to Chase.
  2. Go to Account managementAccess and Security Manager.
  3. Select Edit / Assign access for the Authorized User.
  4. Under Profile-level rights, put a check mark on the Third Party App Access box.
  5. Select Turn On to allow QuickBooks Online to access your accounts.

After that is done, go to your Chart of Accounts within QuickBooks Online and create a new account. You can call it 'Chase Accounts' or 'Chase Credit Cards', whatever you think is best. 

  1.  On the left menu, go to Accounting > Chart of Accounts
  2. In the upper right hand corner, click on New
  3. Then choose the Account Type, Detail Type, and Name
  4. Save and Close

Now that the main/parent account is set up, go back to the Banking tab on the left menu and click on Link. Follow those steps to connect your Chase account and you will see the option to make it into a sub account. From the dropdown provided, you will choose the one you created using the previous steps. Do the same for any additional accounts you need. 

Please feel free to message me back here in the community for any additional clarification or if those steps did not work for you. Looking forward to your response!

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