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I set up QBO a few months ago with our new Chase business credit card. Start reconciling and every was matching up perfectly. Last month we added on an additional card on that same Chase account. Now those charges are not transmitting over and the reconciliation is not matching up. I have added on the card as a child account on the Chart of Accounts but nothing seems to have changed. Looking at posts it appears Chase is a tricky card to set up correctly so I am hoping for some assistance. Not sure if I should disconnect the account and start over or?
Welcome to the Community, Lisa9801. I'll help you check what's going on with our online banking feature.
There's a number of things to look into for these types of situations. To make sure I fully understand what's occurring, are any error messages being displayed when you're encountering this problem?
The first troubleshooting step Intuit recommends when experiencing these types of problems is to check your bank account:
1. Sign in to their website.
2. Navigate to the transactions webpage.
3. Confirm there's no messages or prompts to action. If there are any, address them. You can log out once you're finished.
If nothing changed after checking your account with the financial institution, our next recommended step is to review if this problem may be browser related by clearing cached data and Intuit-specific cookies. After doing so, new records should be transmitting properly upon clicking Update.
In the event problems are still persisting, you'll want to try disconnecting and reconnecting the credit card.
I'll be looking forward to hearing back from you. Have a lovely day!
There are no errors. The transactions for the main credit card are coming over fine. But now with the additional card added these new transactions are not being transmitted to QBO. The rest of the charges continue to come over without issue. I don't know how to have the charges from the new card come over also. I can't set it up separately as Chase does not allow that. Thanks
Thanks for following up with us about this, Lisa9801.
That's good to hear there's no error messages being displayed, it helps us better understand what's going on. Were you able to try the recommended troubleshooting steps? They'll help identify where this problem is coming from (bank, browser, etc.).
If the processes presented don't change anything, I recommend contacting our Customer Care Team to report what you're experiencing. This way, Intuit can initiate an investigation since there's no ongoing or solved investigations about it.
Here's how to get in touch with a live support agent:
1. Log in to your company.
2. Click the Help (?) icon.
3. Select Contact Us.
I've also included a link to our support resource archives, which may come in handy moving forward: QuickBooks Online Help Articles
I'll be here to help if you have any other questions. Enjoy the rest of your day!
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