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jgraysws
February 21, 2024
Question

Auto-add new credit card accounts

  • February 21, 2024
  • 1 reply
  • 0 views

Hello,

 

Apologies if this was covered elsewhere; I could not find an answered thread. 

 

When I added our Chase credit cards to Quickbooks Online I chose to have Quickbooks pull new credit cards as they are added but they are not adding after the new cards are added to our Chase account, activated, and used.  What can I do to fix this outside of deleting the entire connection and adding it again?

 

Thanks!

1 reply

R
Rasa-LilaM
February 21, 2024

Thank you for turning to the Community regarding your online banking concern, jgraysws.

 

It can be quite inconvenient when newly connected credit cards are not added to QuickBooks Online (QBO). Let's work together to fix your online banking concern. 

 

When connecting a bank or credit card account, it's important to know first how your Financial Institution (FI) sends the downloaded transactions. If the entries download to one account, only connect the parent account.

 

 If the transactions are downloaded to individual accounts, connect the subaccounts rather than the main one. Please know you're unable to sync both a parent account and its subaccounts. If you'll link both, you'll get a message that the account is already connected.

 

This reference provides in-depth information about the process: About bank or credit card subaccount setup.

 

Also, there are a few reasons you're unable to link an account to the bank feeds:

 

  • Your bank might not connect to all types of accounts (for example, personal accounts vs. business accounts).
  • The bank is having a system maintenance.
  • Some banks have multiple names on our list. You might want to check and select the correct one or try all possible bank URL.

 

To rectify the issue, contact your FI to inquire about any maintenance updates or request to establish a connection with QBO. If everything is good from Chase's side, select the correct credit card name when linking the account.

 

Here's how:

 

  1. Go to the Transactions menu on the left panel and choose Bank transactions. 
  2. Click the Link account button to open the Connect an account page. 
  3. Enter the URL or name of your bank in the Search field, and select your credit card.
  4. Follow the on-screen instructions to complete the process.

 

For additional resources, browse this article about setting up your online banking: Connect bank and credit card accounts to QuickBooks Online.

 

Once the entries are downloaded in your company, classify them into the correct category type for a seamless reconciliation process.

 

Additionally, utilize bank rules to speed up the review process. Here's an article that outlines the complete steps: Set up bank rules to categorize online banking transactions in QuickBooks Online.

 

If you encounter hurdles connecting your credit cards or entries seem stuck or missing, the following links contain solutions on how to resolve them:

 

 

Should you have other banking concerns or questions, let me know in the comment section below. I'll get back to provide the assistance you need. Have a good one, jgraysws.

J
jgrayswsAuthor
February 21, 2024

Thanks for the info there.  I guess what I'm wondering is - since I added the account (it's a Chase card) and selected the option to auto-add new accounts as they are added.  I can see all of the Chase cards that were present the day I set up the connection but none of the new accounts are being added automatically as chosen during the setup of the connection to Chase.

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