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ToriJP
June 27, 2022
Question

Bank feed that includes credit card number detail

  • June 27, 2022
  • 1 reply
  • 0 views

Hello, QB community. I am here to ask if it is a goal to get credit card number detail into the bank feed data. In other words, when a corporate card has multiple cards on one statement, it would be tremendously helpful to see what card each charge was made with, in the bank feed. Right now my work around is to upload the statement with the data. But it would be nice if this need didn't keep me from using the bank feed.

1 reply

G
Giovann_G
June 27, 2022

Hello, ToriJP.

 

I understand the importance of having credit card information included in bank feeds to determine which card made the charges.

 

Currently, this option isn't possible yet in QuickBooks Online. The idea of including this option in future product enhancements is fantastic. I encourage you to make a product suggestion so our Development team can review it.

 

Here's how:

 

  1. Click the Gear icon.
  2. Select Feedback.
  3. Enter your suggestion.
  4. Hit Next to submit.

 

For the time being, you can continue to upload the statement with the necessary details.

 

Additionally, you can read this article for more details in handling multiple credit cards in QuickBooks Online: About bank or credit card subaccount setup.

 

Do you also handle the bank reconciliation for the companies? If you need help, read this resource: Reconcile an account in QuickBooks Online.

 

Let me know if you need further assistance with bank feeds or managing your credit card accounts. I'll be around to assist you.

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