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Re: Importing Credit Card Transactions

what is the status of this Chase situation. we have multi users and card and experience the same issue. thanks. can the support team let us know how to resolve this issue. 

QuickBooks Team

Re: Importing Credit Card Transactions

Thanks for getting in touch with us, fctil.

 

I'm pleased to inform you that this issue has been resolved already. You should be able to import your credit card transactions to QuickBooks Online. 

 

If the issue persists on your end, I'd suggest reaching out to our Customer Care Team. They have the proper tools to check this matter for you.

 

To reach them please refer to this link: https://community.intuit.com/articles/1145770.

 

Just let me know if there's anything else you need. I'm always here to help. Have a great day!

 

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Re: Importing Credit Card Transactions

5555

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Re: Importing Credit Card Transactions

YAY!!!  IT WORKS AGAIN!!!  (wish I hadn't had to hand enter transactions last week for 5 months of activity!  And wish the people at either Chase or Intuit believed me when we all said it didn't work...instead of making us do all sorts of non-productive trial and error nonsense for them.  But at least now it's fixed.  I'm gonna try to put the past behind me, and forgive and forget....)

QuickBooks Team

Re: Importing Credit Card Transactions

We're happy to hear this great news, jplatt01!

 

On the other hand, I'm also taking note of your feedback about how this case is being handled. I'll share it with the team for training purposes.

 

We're just around if you have questions.

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Re: Importing Credit Card Transactions

Are you having any problems with importing USAA S/D IRA Investment Accounts?  Do you give tax advice on making transfers out of such an accounts into a straight USAA checking account  (once I get it to sync accurately ?

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Re: Importing Credit Card Transactions

I experienced this issue for the first time today with Chase Ink.  Is there a solution for this?

QuickBooks Team

Re: Importing Credit Card Transactions

Hi there, @asgara.

 

Thanks for joining this thread. Let me share some insights about syncing Chase Ink into QuickBooks Online (QBO). 

 

Are you trying to download bank transactions from Chase Ink into QBO? If so, this is currently an ongoing issue in QBO and our engineers are diligently working with the affected financial institutions to get this fixed as soon as possible. 

 

While working on resolving this issue, I recommend contacting our QuickBooks Online Support Team to add your account to the list of affected users. This way, you'll be notified of any updates on the progress on the investigation via email. 

 

Here's how to contact our customer support:

  1. Sign in to your QuickBooks Online company.
  2. Select Help (?) at the top right.
  3. Select Contact Us to connect with a live support agent.

However, if you're trying to manually import bank transactions using the .CSV file, you'll need to double check if transactions have symbols or characters. If you found some, remove it and import it again.

 

To learn more about importing bank transactions in QuickBooks Online, please check out this article: Import bank transactions using Excel CSV files

 

Please know that I'm just a post away if you have additional questions about bank transactions. I'll be around to help you out. 

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Re: Importing Credit Card Transactions

Hello,

 

I am having similar but different issue. Please see below. Please let me know where I should post this bug fix request.

 

All sub-card transactions import to correct accounts but the primary sub-card bank balance is the total balance for all sub-cards. The bank balance for all non-primary sub-cards is set to zero. For example, if there are a total of three cards and each card has a $100 balance, then the primary sub-card bank balance will show as $300 even though the transactions imported for that card add up to $100. The other two sub-cards will show a bank balance of $0 even though their transactions each add up to $100.

 

Please let me know if where I should post this bug fix request. Thanks!

QuickBooks Team

Re: Importing Credit Card Transactions

You are in the right forum, user12.

 

I'd also be glad to help with your question about online banking balances. When using Online Banking, account balances may show up in the sub or only in the parent account. Most banks provide us with a static balance of the entire account, not the balance of each subaccount.

 

Also, you only need to reconcile the primary account since all transactions in the subaccounts roll up into it. Here's an article that will share more info about how this feature works: About Bank Or Credit Card Subaccount Setup.

 

I'm just around the corner if you need anything else. You can also visit us again in case you need when reconciling the parent account.

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Re: Importing Credit Card Transactions

Got it. I understand now. Thanks! 

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