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September 13, 2020
Question

I have a Chase-Ink Credit Card with two users. The issues is that only users transactions is importing to QBOE. How can this be fixed without having to manually upload?

  • September 13, 2020
  • 1 reply
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1 reply

IamjuViel
September 13, 2020

Hello, @maceoenterprise.

 

Let me share some information on how the integration between your Chase credit card account and QuickBooks works.

 

When connecting Chase Bank and QuickBooks, we have to consider how the transactions are recorded on your banks website. Also, Chase bank limits who can establish online connections with them. Let's ensure that the primary account holder will be the one granting permission to connect to QBO bank feeds.  This means QuickBooks can only be accessed with the primary account holder’s username and password. You can contact the Chase bank Customer Care Team to verify the account's primary holder.

 

Once verified, you can follow the steps below to ensure that you're providing QuickBooks access to your data.

  1. Log in to your bank's website.
  2. Click on the User Profile icon at the top right of the screen.
  3. Choose the AccountSafe option.
  4. Under Linked Apps verify that under the Intuit QuickBooks section that ALL accounts you want to access in QuickBooks have a checkmark.

Once completed, you can try manually updating your bank in QuickBooks. Here's how:

  1. Go to the Transactions or Banking menu.
  2. Choose the Banking tab.
  3. Locate your Chase-Ink Credit Card account.
  4. Select the Update button in the upper right.
  5. Click Update Now.

Also, to learn more about connecting bank and credit card accounts to QBO, you may check this article: Connect bank and credit card accounts to QuickBooks Online.

If you're the primary holder and you're still unable to download the rest of your transactions, I'd recommend contacting our Customer Care Team. Currently, we have an ongoing investigation about the missing transactions from the connected Chase Ink Credit Card account (INV- 48444).  An agent can add your account under the list of affected users. 

  1. Go to the Help icon.
  2. Scroll down to the bottom of the page.
  3. Click Contact US
  4. Enter your question in the What can we help you with? field.
  5. Click Let’s talk
  6. Choose a way to contact us:
    • Get a callback 
    • Start messaging
  7. Enter your contact information.
  8. Select Call me or Send a message.

Once updates are available, you'd received an email notification. 

 

You can always add a post/comment below if you have any other banking concerns, I'm just a post away. Have a great day ahead!