I've had QBO running successfully for about a year. Our banking is with Navy Federal and I have a dedicated business login that has appeared to work without issue.
When preparing my tax information this year, we found that the credit card account is only pulling data from my credit card, but not my wife's. We're both cardholders on the same account, so we have different card numbers, and the credit card account itself has an account number.
Reading online, ideally, I'd sync the account as the parent account and then identify each card as a sub-account.
But when I sync the account, it only syncs my transactions and the card payments, my wife's transactions are not found.
When I enable the sync on Navy Federal, it only gives me a single option for the credit account, which is actually my wife's card number.
I appreciate you reaching out here in the Community, @omgmrbill. I'll share some insights about your concern.
QuickBooks Online relies on the data that your bank shares. If there are missing transactions after uploading, I suggest contacting your bank. I recommend reaching out to your bank. This way, a representative can check and review your account.
QBO allows you to set up bank or credit card account with multiple subaccounts to easily connect it to your bank and reconcile downloaded transactions in QuickBooks Online. For more information about bank or credit card subaccount setup, you can refer to this article.
I’m adding a link here where you can search for an article that will help you if you need some information or procedures while using QuickBooks Online. Help articles.
Additionally, here are some articles to help you in the future:
As always, if you have any additional QuickBooks-related concern. Let us know by leaving a comment down below, we always got your back. Keep safe and stay hydrated!
Hi and thank you for the response.
I spoke with Navy Federal and they said all signs point to all data being passed. Is there an official ticketing system or something I can use to investigate further?
Thanks for the update, @omgmrbill. I'll help and point you in the right direction for support with your concern.
To further assist you, I recommend contacting our Customer Care Team. They have the tools to check on your account and help determine what's causing the issue.
You can reach them through these steps:
I'm adding here an article about how to connect bank accounts and mange imported bank data for future reference: Bank Feed in QuickBooks Online
Also, I'd like to share this link where it contains articles that can help you with future QuickBooks questions: Help Articles.
You can always come and visit us again whenever you need help. It's my pleasure to assist. Have a good one.