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It is now August 2023 and I am having the same issue. I have a new Bank of America Coroporate credit card with several employee cards attached to the "parent" account. The parent account transactions which are just an occasional card fee will come into our QBO account but the transactions for the various cards are not synching with QBO. I spoke to Bank of America and Quickbooks and both seemed cluelss about the problem and they had a hard time even comprehending the issue. AMAZING!!! It is not that hard. After spending almost my whole day on the phone with no help I decided to look if the community had asked the same questions and I found this very long thread. At the end of the several years of complaints about this issue I saw the work around to ask BofA to make sure the parent account is lynched with the card accounts. Hoping that actually solves the issue but I am amazed that QB/Intuit was not able in the last 3 years come up with the solution and that I did not get that answer when I spoke to techneical support at Bof A. . It is so typical that the users have to find a work around. I am responding to this 3 year string so I can keep up if any new information arises which will probably not come from Intuit.
Hello there, lynnrob! We hear your sentiments and understand runtime problems are not what we want you to encounter but rather the convenience of performing any activities within QuickBooks. Allow me to provide you with details concerning bank transactions from Bank of America.
We've received reports regarding some transactions not synching with QuickBooks Online from Bank of America. We recommend contacting our Support Team to be included in the list of affected users. We cannot provide an exact timeline for the resolution of this matter but rest assured that our engineers are actively working to address this issue. Please know that we will keep you informed via email updates.
To contact support:
You can visit these articles moving forward for your reference in managing bank transactions in QuickBooks Online:
Thank you for joining the conversation and sharing your concern, lynnrob. Know that the Community team is available 24/7, and we are looking forward to assisting you. Have a prosperous year!
I and many among these users has already contacted QB. No resolution was provided. It doesnt make sense for us to go through this again and waste our time.
The work around is to sync the subaccounts/credit cards, download the updated transactions and review/add them to the account then disconnect and sync the Master account and download the transactions.
You cannot sync the master accounts with the subaccounts at the same time.
Interesting. I will have to see if they can link my clients cards to the main because you are correct. Intuit has well known this is a huge issue for several years now and no matter how many times I have spoken to them in detail describing and showing them the issue they have not managed to fix this yet. I finally just gave up. I don't believe they have put any serious effort into a fix after they broke it or perhaps the bank updated and they were oddly unable to figure out how to fix their system to comply with the banks rules.
As an aside. I have my client using veryfi for these credit cards. This way a copy of the receipt is attached and you really need those in the event of an audit. Your credit card statements in many cases will not provide the detail necessary to support the deduction.
I hope the following is helpful to those wrestling with the challenging issue tyring to link B of A employee credit cards with QBO. After calling Intuit 3-4 times and calling Bank of America 3-4 times I almost gave up, but I knew there had to be ahway to not have to import transactions using the CSV process. I called Bank of America one last time and asked for Online Support. I told the suppport person that I could not get my sub account employee credit cards to show link them with QBO. I also told her that when I logged into Bank of America I could see my parent account but the subaccounts could not be seen on the Primary Home Page. She actually knew exactly how to fix the issue! She told me that when I was trying to link the sub accounts to QBO I was logging in using my personal loggin credentials- so only the parent account was on the home page. If I clicked on the parent account I was then taken to a page with the subaccounts listed. She helped me to set up a "corporate login".associated with our business. She also made sure that the parent account and subaccounts were all linked together under the same corporte profile. As soon as I logged into Bank of America with the "corporate" loggin the parent account and the sub accounts could be seen on the initial home page.
I went back into QBO to link try to link one of the sub accounts using the new corporate loggin and bam! there it was with all the transactions for that particular card. I was then able to do the same with the other three sub account cards. As others have mentioned do not link QB to the parent / primary account. If you do that you will lose the ability to link the sub accounts to QBO. If you have already linked the parent account to QBO, unlink that account prior to tyring to link the subaccount. By not linking the parent account, In terms of transactions, the only ones you will be missing are fees, and interest charges. Those are associated with the parent account. When reconcilling, those fees and interest can be manually entered quite easily under the parent account. When reconcilling, choose the parent account, and all the transactions associated with the sub accounts will show up under your parent account.
I am still baffled by the lack of assistance available within QBO support or BofA regarding this issue. Besides the angel that I finally spoke to on the 4th or 5th try no one knew what I was talking about regarding linking the sub accounts to QBO. QBO and BofA just pointed fingers at the other one. I now see it is really a BofA issue and it shouldnt be that hard to tell people they have to have a corporate loggin associated with the business account to be able to link all the cards to QBO.
I have just done the same process. It is incredibly frustrating that this wasn't made clear that I needed to create a separate business login.
So now, do you delete all of your current connections and reconnect under the business connection? Will you end up duplicating transactions?
SOLVED:
Following up on my previous post, yes I did have to disconnect all of my connections. Then I had to log out, wait a couple hours, and then reconnect the business account at BOA, which is now working with all cards nested under the corporate account as it should have been.
As I disconnected the cards, it gave me an option to start importing transactions from anytime in the last year. I chose today, as I knew my transactions were up to date already on one card, so I only had to update the second card, which was much less used. FYI, for those just getting into this, I added the expenses as I reconciled, which made the process go quite quickly.
So, an offical solution to my problem was to create a corporate credit card account separate from the personal account at BOA which will also show your corporate account, but incomplete. Disconnect the personal BOA login from QBO, log out, let it sit for a bit, and go back in and connect with you corporate login.
Someone should write this out better and make it a sticky.
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