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Level 1

The issue with the second cardholder's transactions not coming across is unacceptable. This problem started several weeks ago. When will this be resolved??

 
4 Comments
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QuickBooks Team

The issue with the second cardholder's transactions not coming across is unacceptable. This problem started several weeks ago. When will this be resolved??

 

Hello there, @trish-robbins.


I've checked our records but there are no reported issues about transactions not coming across is unacceptable. Please make sure that you're able to log in to your bank's website.

 

Then, try running the manual update by following these steps:

  1. Go the Banking menu.
  2. Select the Banking tab.
  3. Choose the appropriate bank account.
  4. On the Update drop-down menu, select File upload.

You can check these articles to learn more about ensuring your bank transactions are updated:

Drop your comment below if you have any other questions. We're always glad to help

Highlighted
Level 4

The issue with the second cardholder's transactions not coming across is unacceptable. This problem started several weeks ago. When will this be resolved??

Good luck if your using Bank of America.  This feature for that bank has been broken since at least 2018.  I've had to disconnected all clients and manually handle transactions.  Try Veryfi.com for your receipts for debit and credit card entries.  It will help tons.  As to the bank connections, at least with Bank of America, after Intuit had an update this service was never fixed or corrected.  You  can at least, on that bank, only connect the master account, not individual accounts but connecting the master account downloads only what goes directly to it, not the individual card data.  Having receipts from a system like Veryfi.com which go directly into QuickBooks is the best procedure and then your audit proof too having those.

 

Highlighted
Level 1

The issue with the second cardholder's transactions not coming across is unacceptable. This problem started several weeks ago. When will this be resolved??

Same issue! Last ransaction to come across into QB from Amex was 2/20/2020. I have had two cardholders (with dif cc numbers on one account login) on Amex both coming thru without issue for 2 years. Now, the secondary cardholder transactions all missing, while the main updates. Issue is that the main balancedue/total goes toward both cards, so I can't make it a secondary account. 

Highlighted
QuickBooks Team

The issue with the second cardholder's transactions not coming across is unacceptable. This problem started several weeks ago. When will this be resolved??

I know this hasn't been easy  for your business, BMLPLLC.

 

I've conducted thorough research here and found out that the investigation about this issue has already been closed. I'd like to have a go at helping you through the phone. This way, we'll be able to perform a series of tests on your account to rectify the underlying issue.

 

Here's how to connect with us:

 

  1. Click the Help icon, then select Contact Us.
  2. Enter "Secondary cardholder transactions are all missing" in the description, then hit the Let's talk button.
  3. Select Start a chat or Get a callback.

Please check out our support hours below to ensure that we address your concerns on time:

 

  • 6:00 AM-6:00 PM Monday-Friday
  • 6:00 AM-3:00 PM Saturday

In the meantime, we can manually upload your bank/credit card transactions to your QuickBooks account. We can go to your bank's website and follow the instructions on how to download them. Currently, these are our supported file formats:

  • Comma-Separated Values (CSV)
  • QuickBooks Online (QBO)
  • Quicken (QFX)

Here's how to upload the file:

  1. Select Banking from the sidebar menu, then choose the Banking tab.
  2. Click the Upload transactions button.
  3. Hit Browse and choose the file you downloaded from your bank.
  4. Select the account you want to upload the transactions into from the QuickBooks account ▼ drop-down menu, then select Next
  5. Follow the on-screen instructions, then click Next.
  6. When you’re ready, hit Let's go.

After uploading it, let's go back to the Banking menu to match and categorize your bank transactions. Once done, we can now start reconciling them.

 

If there's anything else I can help you with, don't hesitate to tag me in your comments below. I'll be right here to help you further.

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