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DSPD
Level 2

Chase Credit Card with Sub Account

 

I am trying to correctly setup my Chase Credit Card with a sub-account.  In quickbooks Desktop the subaccount would automatically download - without any additional setup. I only had the primary account setup and it worked to sync all transactions.  

 

Since transitioning to QBO the sub account no longer syncs when I update the account.  I added the sub-account and set it up as a sub to the primary account, but it still does not sync. It will not allow me to separately "link" the sub account to the online connection.  

 

I have spoken with QBO support 3 different times and keep getting told different things.  One of them had me setup a parent account (empty account) with the real primary card as a sub and the other sub-account as a second sub.  The transactions were downloading correctly into each of these sub accounts, but the running totals were not working and when I paid down the credit card or did anything else.  Also the primary "sub" account would show the total online balance but the QBO balance never matched up.  

 

I then spoke with another rep who had me switch it back to my original setup with the Primary card as the parent and the sub account as the sub.  This way definitely looks correct, but we are back to the transactions for the sub account not downloading.  

 

I was going to get on QBO support again but after 3 failed attempts I figured I'd come to the community and see what resolution I can get.  It is frustrating after having it work flawlessly on QBD to have issues on QBO.  

 

Thanks!

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