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I have one main american express card with three employee cards connected to it. When I set up the banking to connect and download the transactions, the employee transactions didn't come through. I get one statement and make one payment to this card. I tried setting up parent / sub accounts with the employee accounts but this does not solve my problem by making one payment and having one statement. Is there any way to successfully set this up so it comes up under one feed?
It's great to see you here, jenna_schles.
Let me show you how to properly set up your bank accounts.
We need to check first how your bank sends the transactions. We only need to add the account which your bank sends them. You may verify this with your bank's support. However, we need to add all the individual accounts if the transactions are posted to each account. I have an article here for your reference about bank or credit card subaccount setup.
Also, this article will show us how to create subaccounts in your chart of accounts in QuickBooks Online.
In addition, you also have an option to manually upload the bank transactions. This is very helpful and applicable especially if there are missing transactions or if the bank won't download them.
I've added this link if you need assistance with reconciling your account: Reconcile an account in QuickBooks Online.
Please keep your posts coming if you need more help. Wishing you all the best and keep safe!
Thank you. I know how to add bank accounts.
I tried adding sub accounts but I can't get the bulk of the transactions to come through on the main account. This is how its set up in AMEX:
JR Platinum AMEX - main account
JS Green AMEX - sub
CL Green AMEX - sub
TR Green AMEX - sub
There is ONE payment made for these accounts to the main account and ONE statement issued. When I connected the main account to QB, the sub transactions did not come through on the feed. But the payment that came through was the payment for all of the accounts, so I am not sure how it would reconcile properly.
Has anyone else figured this out?
Thanks for the response, @jenna_schles.
I recommend calling into our Online Support for further assistance. Rest assured, they have the tools that can allow a screen share to look into this behavior and help you can your transactions flowing properly. Here's how to get in touch:
You'll hear from an agent shortly.
Let me know how the conversation goes. I'll be here if you have additional questions or concerns. Have a wonderful day!
I've just been on the phone with Intuit. There is currently no answer to this issue. Best solutions appears to be to syncronize with one user (prrobably primary) and manually import transactions for any additional users on the same card. If someone learns differently PLEASE advise. It does seem to be something Intuit gets callas about and given the size and customer focus of both AmEx and Intuit, let's hope there's a solution soon! -Adam
Its been 4 years since this discussion about American Express Parent Card integration with Amazon Business employee accounts. Any progress yet QuickBooks people?
Hi there, OOBooks.
When linking parent and sub-accounts in QuickBooks, they are associated with the same bank provider. For instance, if you are utilizing American Express for the parent account, the sub-accounts should also be linked to AMEX.
Since you've mentioned the integration between the American Express Parent Card with Amazon Business employee accounts. It's important to note that these two bank accounts cannot be established as Parent and sub-accounts because they are provided by different banks. For detailed instructions on how to link your Amazon Business account see this article: Connect your Amazon Business account to QuickBooks Online.
Also, before connecting to online banking, you need to know how your bank sends the downloaded transactions. If the transactions download to one account, connect only the parent account. If the transactions download to the individual accounts, connect the subaccounts and not the parent account. For more details, open this link: About bank or credit card subaccount setup.
On the other hand, if your bank doesn’t appear and still can't connect, you can request support from your bank to be able to download transactions. For detailed information, open this article: Find your bank or credit card account when you connect to online banking in QuickBooks Online or Sel....
Additionally, I'll be sharing these additional resources in case you need more guidance when working in the Online Banking section in QBO:
If you have any additional questions about linking bank accounts or require further assistance in the future, please don't hesitate to reach out to the Community. Stay safe.
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