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tstruminger
Level 2

Chase Credit Card with Sub Account

From the Chase website, you can download the transactions by card to QBO import files, and then import them into QBO. Just don't download the "main" card number's transactions.

 

Best workaround I've found...

21016
Level 1

Chase Credit Card with Sub Account

Does anyone know if this has finally been resolved?  

SirielJeaB
Moderator

Chase Credit Card with Sub Account

Hello there, 21016.

 

You'll need to separately link the sub-account (Chase) to the online connection to resolve the issue with downloading bank transactions in QuickBooks Online (QBO).

 

Please note how your bank distributes downloaded transactions before linking into online banking. Connect just the parent account if the transactions download to a single account. However, if the transactions download to the individual accounts, you'll need to connect the subaccounts rather than the parent account. To learn more about the parent and subaccounts setup, see this article: About bank or credit card subaccount setup.

 

To connect an account:

 

  1. Go to Transactions, then select Bank Transactions.
  2. Choose Manage connections in the Link account dropdown button.
  3. Follow the onscreen steps to link your credit card account.

 

Once everything's good, check out these articles for managing bank transactions in QBO:

 

 

I'll circle back to you promptly if you have further questions about banking connectivity or need assistance with your transactions. I'm available 24/7. Have a good one.

mcrist
Level 1

Chase Credit Card with Sub Account

I’m having the same issue as written about here. My Chase credit cards all pull in separately so I can’t reconcile my credit cards as all the balances are off. It’s very frustrating. I would love to know if there’s any solution. I don’t want to manually import data as I have about 12 employee cards.

RogelioL
QuickBooks Team

Chase Credit Card with Sub Account

I understand how frustrating it can be when credit card balances are off. Allow me to share some updates about the Chase bank, @mcrist.

 

Please be advised that we currently have an investigation INV-96764, as there have been reports of discrepancies in Chase Credit Card bank balances not updating. Rest assured, our online banking team is looking into the matter to determine why your Chase Bank balance is not reflecting the accurate amount.

 

With this, I highly recommend contacting our QuickBooks Online Support so that they can add you to the list of affected users. They will also send you an update via email.

 

Here's how:

  1. Sign in to your QuickBooks Online company.
  2. Select Help (?).
  3. In QB Assistant, enter the topic you need help with or ask questions.
  4. In Search, select Contact Us to connect with a live support agent.
  5. Choose a way to connect with us:
  • Start a chat with a support expert.
  • Get a callback from the next available expert.

 

If you need prompt assistance, you can contact us directly through our contact number: QuickBooks Online Support.

 

In the meantime, you can check out our QuickBooks App Store to look for a third-party app that can help you import data to QuickBooks.

 

Additionally, you can check out these articles that can help with importing data:

 

I'll be around if you need further assistance importing data or have any QuickBooks-related concerns. Keep safe.

PropsNYC
Level 2

Chase Credit Card with Sub Account

Same issue here! We just migrated to QBO and it is mind boggling that one of the biggest banks and credit card companies cannot communicate properly with Intuit. The Desktop software was working perfectly but Intuit has begun to sunset it. Issues like this should have been figured out before forcing online migration. Please keep me updated as the current work around solutions are time consuming and leave room for unneeded discrepancy. 

RheaMaeH
QuickBooks Team

Chase Credit Card with Sub Account

Hello there, PropsNYC.

 

I recognize the importance of connecting your bank and credit card accounts in QuickBooks Online (QBO) as it provides accurate and real-time business finances. Please know that we hear your sentiments. Allow me to route you to the appropriate support to handle this issue properly.

 

The investigation of this issue has already been resolved and closed. Since you're still encountering the same problem, I recommend contacting our QuickBooks Online Support Team. Doing so will allow them to perform real-time support, conduct further research, and create an investigation ticket if necessary.

 

To speak with one of our experts from QuickBooks Online Support, please follow the steps below:

 

  1. Log in to your QuickBooks Online (QBO) account.
  2. Click (?) Help.
  3. Select Contact Us and choose a way to connect with us:
  • Start a chat with a support expert.
  • Get a callback from the next available expert.

 

To learn about our support availability depending on your subscription, please click this link: QuickBooks Online Support.

 

In addition, I'm sharing these resources below to give you more insights on what to do if transactions are not updating and fixing banking errors in QBO:

 

 

Feel free to reply if you have any other bank-related concerns. I'll be around to provide additional assistance and ensure a smooth transition.

blastingbytesjr
Level 2

Chase Credit Card with Sub Account

Same issue here. It'll be a few more years before this is fixed I'm sure. I'm still having this issue and makes reporting almost useless because it screws up the accounts its pulling from too unless you JE it out which is also a pain. 

IrizA
QuickBooks Team

Chase Credit Card with Sub Account

Connecting your bank and credit card account in QuickBooks Online (QBO) is crucial, especially when pulling up a report, blastingbytesjr.

 

At the moment, the investigation number mentioned by my previous colleague is currently resolved and closed. Since the issue remains on your end, I encourage you to contact our support so they can investigate the root cause of this concern.

 

Here's how:

 

  1. Log in to your QBO account from your browser.
  2. Select Help (?).
  3. Choose the Search tab.
  4. At the bottom of your screen, click Contact Us.  
  5. Select a topic to connect with the right expert.
  6. Choose Callback or Chat to contact our support.
  7. Ensure you provide the required information in the First Name, Last Name, Email Address, and Phone Number.
  8. Depending on what you choose as your way to connect with us, click Callback or Chat.

 

To learn about our support availability depending on your subscription, please click this link: QuickBooks Online Support.

 

Once you can connect your bank to QBO, you can utilize this article:

Categorize online bank transactions in QuickBooks Online.

 

If you have any questions or insights to share, blastingbytesjr, please let us know in the comment section so we can help you.

blastingbytesjr
Level 2

Chase Credit Card with Sub Account

Tried that for other issues and was upsold to the "Quickbooks Expert" at "only" $50/mo so I'm good. 

PropsNYC
Level 2

Chase Credit Card with Sub Account

This issue is not resolved and the case should not be closed. Quickbooks Online still does not connect to Chase business credit cards which is baffling. QBO only connects with the main cardholders card and no other cards activity is input into the account. Creating subaccounts is not a fix. This is a crucial issue that must be fixed.

PropsNYC
Level 2

Chase Credit Card with Sub Account

This issue has not been fixed so it is not resolved. You cannot connect Chase business credit cards to Quickbooks Online. The desktop software is the only way to connect it but software is being sunsetted and many of us have to move to QBO b/c of that. Right now QBO will ONLY connect to the main cardholder on the account. There is no work around. This needs to be fixed. 

Aldren18
QuickBooks Team

Chase Credit Card with Sub Account

I’m glad you’re proactive in seeking a resolution, PropsNYC. I recognize that connecting your Chase credit card to QuickBooks Online (QBO) is essential for you. Since the issue with connecting it remains on your end, I recommend contacting our dedicated team for assistance. They have the tools to investigate and offer additional troubleshooting steps in connecting your credit card.

 

To contact our support team, please log in to your QBO account using a web browser. Then, follow the steps below to get in touch with them.

 

  1. Go to the Help menu at the upper right.
  2. Choose the Search tab.
  3. Select Contact Us at the bottom of the screen.
  4. In the Ask about something else section, enter your concern.
  5. Hit on Continue and choose a way to connect with us.

 

Our customer service hours for Plus, Essentials, and Simple Start are Monday through Friday from 6 AM to 6 PM PT and Saturday from 6 AM to 3 PM PT. Advanced support is available any time, any day. 

 

Additionally, I want to highlight these helpful resources that can assist with your bank transactions in QBO to ensure thorough financial management:

 

 

You can always ask away if you have questions or concerns with banking connectivity in QBO. If you have other concerns about your data, entries, and other things, let me know, and I'll be glad to help you.

mcrist
Level 1

Chase Credit Card with Sub Account

Yes I agree, this is not fixed or resolved. I can NOT reconcile my Chase credit cards. Its ridiculous and the robo-responses aren't helpful either. 

blastingbytesjr
Level 2

Chase Credit Card with Sub Account

Completely agree. There has been no solution on how to fix but to sell another product to fix their problem. If there was a solution they would have had one of their team post the solution here. Clearly there isn't and investigation phases will likely go on for another year. Not happy with this at all. 

Wishinandhopin
Level 1

Chase Credit Card with Sub Account

Just here to say-guess what-it's still a problem. Thanks for sharing your workarounds, everyone. 

vacandsew
Level 1

Chase Credit Card with Sub Account

I have 0 problem with this with my Capital One credit card accounts.  I have a new Chase credit card account and I am having the same issue as all of you.  I guess I will not be staying with Chase.

GenmarieM
QuickBooks Team

Chase Credit Card with Sub Account

Thanks for joining this thread, vacandsew. Let me provide you with details about Chase credit card account.

 

Since you're having the same issue with your Chase credit card account, I recommend contacting our customer support team. With their tools and expertise, they can thoroughly investigate this matter internally and determine the most appropriate resolution.

 

Here's how to connect with them:

 

  1. Sign in to your QuickBooks Online company.
  2. Click (?) Help and proceed to the Search tab.
  3. Select Contact Us and enter a short description of your issue to Continue.
  4. Pick Start a chat to connect with our support.

 

Moreover, I'm adding this article as your reference for uploading bank transactions into QuickBooks: Manually upload transactions into QuickBooks Online.

 

Don't hesitate to post here in the Community space if you have other concerns about your bank account or other QuickBooks-related tasks. We'll be here to provide you with assistance 24/7.

mmyers1
Level 1

Chase Credit Card with Sub Account

Did you ever find a fix for this? I have tried calling Chase but they were not helpful at all. I also have multiple employee credit cards that I can't reconcile. 

Clark_B
QuickBooks Team

Chase Credit Card with Sub Account

I appreciate you taking the time to express your concerns, @mmyers1. Let me provide some insights about connecting chase credit card with sub account in QuickBooks Online (QBO).

 

To begin, could you let me know if you've received any specific error messages when attempting to connect Chase in QuickBooks? This information will help us search for relevant reports and offer effective solutions to your concerns. Additionally, please note how your bank distributes downloaded transactions prior to linking with online banking. If transactions are downloaded to a single account, connect only the parent account. However, if transactions are downloaded to individual accounts, you'll need to connect the subaccounts instead of the parent account. For further details regarding parent and subaccount setup, please refer to this article: About bank or credit card subaccount setup.
 

Moreover, let's also try opening an incognito window to check if we can connect Chase in QuickBooks. You can use the following keyboard shortcuts based on the type of browser you are using:
 

  • Google Chrome: Ctrl + Shift + N
  • Mozilla Firefox: Ctrl + Shift + P
  • Microsoft Edge: Ctrl + Shift + P
  • Safari: Command + Shift + N

 

Alternatively, you can use any other supported, up-to-date browser to ensure the best experience with QuickBooks.

 

If the issue continues, I recommend manually uploading your transactions from your credit card in QBO. Please follow the steps outlined below:

 

  1. Go to Transactions and select Bank Transactions.
  2. Choose the account you want to upload to.
  3. Select the Link account dropdown, then select Upload from file.
  4. Select files or drag and drop and choose the file you downloaded from your bank. Then, select Continue.
  5. In the QuickBooks account dropdown, select the account you want to upload the transactions. Then, click Continue.
  6. Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks. Then select Continue.
  7. Select the transactions you like to import. Then select Continue.
  8. Click Yes to confirm and Done to Complete.

 

For more detailed information, check this article: Manually Upload Transactions in QuickBooks Online.

 

I'm adding this reference that'll guide you anytime you need help while doing or fixing a reconciliation: The Reconcile Workflow in QuickBooks

 

Please keep me posted on how it goes. I want to make sure you're all set. In case you still need my assistance, don't hesitate to post again. I'd be glad to help you more, @mmyers1

intuiwhat
Level 1

Chase Credit Card with Sub Account

For anyone reading this, there is no resolution.  If you set it up one way (primary card as the master, employee cards as sub accounts), you won't get all your transactions, or be able to link your sub accounts.  If you set it up another way ("empty" master account, with the chase primary card and all employee cards as sub accounts), you'll get all your transactions, but it won't reconcile properly, throwing off all your individual card balances.

 

Frankly, this is insulting how QB staff keep saying this is resolved.  This is purely an error on Intuit's part with QBO.  Chase business cards integrated perfectly fine with QB Desktop. On QB Desktop, the primary card was the master, employee accounts "rolled up" to the master.  All transactions were caught, and reconciliation worked fine.  I believe Intuit changed their handling and just doesn't care enough to fix it.  Great experience.

blastingbytesjr
Level 2

Chase Credit Card with Sub Account

Just wait till they tell you to "contact an expert" to resolve this for the low low price of an ADDITIONAL $100/mo for the basic plan. Its a joke.

Deadonit52
Level 1

Chase Credit Card with Sub Account

Just to pile on here, using Quickbooks Desktop Pro Plus 2024 and it was working well downloading all transactions into one master account and after a big recent update, it no longer works.  So now, how does this work going forward?  Very frustrating and very doubtful I'll make the switch to QB online as this is a major problem.  Any resolutions for this version of Quickbooks Desktop 2024???

RheaMaeH
QuickBooks Team

Chase Credit Card with Sub Account

I appreciate you for bringing this issue to our attention, Deadonit52. We understand you're facing difficulties downloading all transactions into the master account after the recent update to QuickBooks Desktop Pro Plus 2024. We want to assure you we take these concerns seriously and are committed to working with you to address this issue and explore potential resolutions.

 

Firstly, there are times when a financial institution updates its systems, which could explain why transactions aren't showing in the parent account. Before we troubleshoot within QuickBooks, it might be helpful to determine if this is a temporary situation related to your bank's systems.

 

If you've confirmed no changes on your bank's end, let's manually refresh the connection between your bank and QuickBooks. To do this, please follow these steps:

 

  1. Go to the Banking menu.
  2. Select Bank Feeds.
  3. Click the Bank Feeds Center.
  4. Choose your account and click the Refresh icon a couple of times. 
    image (12).png

 

If the issue persists, we can disconnect the bank feeds for this account and reconnect with updated details. Please note QuickBooks won't let you unlink an account if it has transactions left for review. In such cases, you'll need to categorize them first.

 

To disconnect, follow these steps:

 

  1. Go to Lists and choose Chart of Accounts.
    image (13).png
  2. Locate the connected bank account, then right-click on it.
  3. Select Edit account.
    image (16).png
  4. Click the Bank Feed Settings tab.
  5. Tick Deactivate All Online Services and hit Save & Close.
    image (15).png

 

Subsequently, to relink the account using its new information:

 

  1. Go to Banking and select Bank Feeds.
  2. Choose Set Up Bank Feeds for an Account.
  3. Follow the on-screen prompts to connect again.
    image (17).png

 

Additionally, reconcile your accounts regularly to ensure they match your bank and credit card statements.

 

Your satisfaction with QuickBooks Desktop is essential to us, and we appreciate your patience as we work through this challenge together. If you encounter any difficulties while following these steps, or if the issue persists after trying these solutions, please don't hesitate to reach out. We're here to support you and will gladly provide further assistance.

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