Hi there, TrudyT22.

It looks like we have an open investigation about missing transactions or Chase accounts not updating in QuickBooks Online. This means that our engineers are already working on this one to determine what's causing the issue and resolve it as well.

In the meantime, please contact our phone or  chat support teams for them to add you in the list of affected users. We will notify you via email once we have this sorted out. Here's how to reach out to them:

1. Click Help in the upper right-hand corner of QBO.
2. Look for Talk to a human and click on it. 
3. Type in "support" or "contact support" again and press Enter.
4. Click I still need a human.
5. Select Get help from a human.
6. Choose between Chat with us or Have us call you. 

You can also check out this article how to categorize banking transactions they're all downloaded in QBO: Categorize And Match Online Bank Transactions In QuickBooks Online.

The Community is always here if you need more help with QuickBooks. 

Can you tell me how long this has been an issue, do you see a fix in the very near future or has this been a problem for quite some time?

Hi Trudy.

I can share with you some additional information about the current investigation with Chase Bank.

The investigation number (INV-52563) is still new and ongoing. Rest assured that our banking team is all hands on deck working together to get a resolution as quickly as possible. For the time being, I recommend connecting with our Support Team as suggested by JenoP above. This way, our live support can review your account securely and add your name to the list of affected users. Once an update is released, you'll automatically receive an email notification of the latest updates.

Moreover, you can also visit our blog to stay current with the latest QuickBooks news and feature enhancements. Here's the link: The QuickBooks Blog.

For additional resources about the banking feature and reconciliation, I also suggest opening the topics from this link: Find help with bank feeds and reconcile accounts in QBO.

Please let me know how else I can help you with QuickBooks or online banking by adding a comment below. I'm always here to help. Keep safe!

@TrudyT22 I see the Quickbooks employee told you that it is "still new and ongoing"

If you go to the beginning of the thread, you'll see it's been occurring since 2018.

As someone who was eagerly awaiting a fix for this 2 years ago (and has since just found a workaround solution)  I feel like a response saying they have "all hands on deck working together to get a resolution as quickly as possible" is condescending to our intelligence.

So glad to hear it! Is it typical that technical solves with "all hands on deck" take 3+ years to solve? This issue has been ongoing since 2018

I’ve had the parent and sub credit cards (Chase) set up in QB for a year, but only see the charges in the sub and cc payments out of the main. The main charges are shown in the sub employee card. How can I correct this now for proper reconciliation?

Hello @userssalano1981,

All transactions downloaded into QuickBooks is dependent on the information provided by your financial institution. Ideally, they'll be provided depending on how you track your transactions:

• Connect the parent account if you're tracking your transactions as one
• Connect the sub-accounts if your transactions are downloaded in every account

In the same manner, here's an article you can read to learn more about your credit card account setup: About bank or credit card subaccount setup.

On top of that, I've also included this helpful article in case you'll bump into issues with your credit card account reconciliation: What to do QuickBooks Online doesn't match your bank statement at the end of a reconciliation?

If you have any other questions, please let me know by leaving any comments below. I'll be here to lend a helping hand.

Hi,

We have a "Parent" account in our Amex account. I am trying to link ONE of the cards under that parent account to my QB account. I was told by QB it's doable as long as it has a different lsat 4 digits than the parent account cc, which it does. I went online just now to do this and spent 63 min on the phone with QB tech support, and they are saying it is not possible. Do you know of any way to create a rule or do something to make this possible? I am so frustrated.

Hi @KatyE,

I'll share insight on your situation about parent and sub-accounts for credit card accounts in QuickBooks Online (QBO).

In QBO, you have two options for this type of situation. You either connect the parent account or all the sub-accounts. 

How you proceed depends on the type of connection your bank allows. Some send their online feeds to the parent account. Others send them to their sub-accounts. If you're unsure, contact your financial institution to confirm this. 

Check out this article for additional details: About bank or credit card subaccount setup. It includes the steps on how you can set up sub-accounts in your QBO company, along with screenshots for your reference.

To ensure your books remain accurate, I suggest you reconcile your bank and credit card accounts. See this article for the steps: Reconcile an account in QuickBooks Online. 

I'm one reply away if you need further assistance with your online bank account in QBO. Have a great day!

Hi there,

Quick question on the sub/main accounts. If I connect all the sub accounts, do I not connect the main account? How do transactions that occur on the main account, get imported from credit card to QB?

Yes, you don't need to connect the parent account for online banking, Carlos37.

You can download transactions from the parent account, then manually import them to QuickBooks. The system won't let you connect both the parent and its sub-accounts for online banking.

To import bank transactions, here are the steps: 

1. In QuickBooks Online, go to the Banking.
2. Select the Link account ▼ drop-down and then Upload from file.
   
3. Select Browse, select the file you downloaded from your bank, then click Next.
   
4. On the QuickBooks account ▼ drop-down, choose the account you want to upload the transactions into, then click Next.
   
5. Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks, then select Next.
   
6. When you're ready, select Let's go.

Now that your transactions are in QuickBooks, it's time to match and categorize them. The transactions go into your accounts after you review them.

The final step is to reconcile them. This ensures your books are accurate and there aren't any duplicate transactions.

Keep me posted if you need anything else with your bank entries. I'll be right here to help you.

Hi, I would like help on linking a credit card account that is a subaccount of the company's bank account.  The problem is that it seems that linking the credit card would mean linking the main bank account (parent) as well, which means that the transactions of the parent account would be linked and downloaded into Quickbooks..  I only want the transactions of the credit card account (subaccount) to be linked and downloaded into Quickbooks.  If there is a way to do this, please show a step by step guide on setting this up.

This is with Chase bank.

Any help would be appreciated!

Hi there, Nikki. I'm here to share with you some information about linking a subaccount into QuickBooks Online (QBO).

You won't be able to connect both the parent and subaccounts in QBO. Since you only want the transactions of the credit card subaccount to be linked and downloaded into QuickBooks, you should only connect the subaccount, not the parent one. Linking the subaccount won't add the transactions of the parent account.

I'm adding this link to learn more about handling your parent and subaccounts in QBO: About bank or credit card subaccount setup.

To connect your account:

1. Go to the Banking or Transactions at the left pane.
2. Click on the Banking tab.
3. Select Connect Account on the landing page if this is your first time connecting. Or select Add account or Link account if you've already created one.
4. Search for your bank. 
5. Select Continue, then enter the username and password you use for your bank's website in the window.
6. Follow the on-screen instructions to complete the process.

Once your account is connected, the system will automatically download the bank transactions so you don't have to enter them manually. From the Banking page, approve and categorize them accordingly. You can use this article as your reference: Categorize and match online bank transactions in QuickBooks Online.

After that, make sure to reconcile your account to match the transactions record in QuickBooks to your bank statements.

If you have any other follow-up questions about connecting your credit card account to QBO, let me know by adding a comment below. I'm more than happy to help. Wishing you a good one!

Is this possible with this situation?

So the parent account is a checking account (not a credit card account)...and out of that checking account, they got a credit card which is a subaccount to that checking account.  At least this is how the owner described it to me.  

He said he has tried to link the credit card but it seems to be impossible to do it without also linking the checking account.  We only want the credit card to be linked and not the checking account.

Hi there, @Nikki101!

Yes, with the steps outlined by my colleague above, the credit card account which is a sub-account of a checking account can be connected to the banking feeds. Can you tell me more about how your client got an issue with connecting the account?

Keep me updated by leaving a comment below. Hope to hear from you soon. Take care and stay safe!

• About bank or credit card subaccount setup
• Categorize and match online bank transactions