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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
QuickBooks Team

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 1

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.

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