Skip to main content
T
Terry_ALE
February 19, 2024
Question

Bank Transactions are not working for two accounts from the same bank

  • February 19, 2024
  • 1 reply
  • 0 views

Sorry if this post appears twice, I cannot find the original post (if it made it).

 

I have two credit cards with American Express.  When I sync to download (Under Bank transactions) only one can be synced at a time.  I have to then go log back in with the other account to get transactions with the other card.

 

This was not a problem in the past.

1 reply

G
GenmarieM
February 19, 2024

Welcome to the Community space, @Terry_ALE.

 

I'm here to share some insights and steps that can help you sync your bank transactions in QuickBooks Online (QBO).

 

One of the reasons for the inconsistent sync of transactions in QBO is if one of the credit card accounts was connected to more than one QBO company. Ensure that your credit cards are connected to only one QBO company.

 

If the issue persists even after verifying, you can consider updating your bank connection to ensure you have the latest transactions. 

 

Here's how:

  1. Select Banking.
  2. Press the blue tile for the specific bank account and click Update.
  3. If prompted, enter your Multi-Factor Authentication (MFA) credentials within 2 minutes and select Continue update.

  4.  

When this doesn't resolve the problem, I recommend reaching out to our Customer Support team. They're equipped with tools that can help you with this matter.

 

As a workaround, you can manually upload transactions from your bank account to QBO.

 

Furthermore, I'm adding this helpful article as your reference in categorizing your uploaded transactions in QBO: Categorize online bank transactions in QuickBooks Online.

 

Return to this post if you have other concerns about uploading your bank transactions in QBO. I'll be here to lend a hand.

 

T
Terry_ALEAuthor
March 2, 2024
"One of the reasons for the inconsistent sync of transactions in QBO is if one of the credit card accounts was connected to more than one QBO company. Ensure that your credit cards are connected to only one QBO company"
 
This is not the case.
 
I have tried to update the bank connectivity.  When that happens, the other one is kicked out.
I
Ivan_G
March 2, 2024

We appreciate you for returning to this thread, Terry_ALE. Allow me to share some information about syncing credit card accounts in QuickBooks.

 

To clarify, are both credit cards under the same login credentials? If this is the case, this is how it works on the new system update.

 

When we use two credit cards with the same login credentials under one QBO company, we can only sync them one at a time. Then, we'll need to go back to the other account to access them.

 

In addition, here is an article to help you effectively review and customize your transactions in QBO: Categorize online bank transactions in QuickBooks Online.

 

Don't hesitate to reply to this thread if you have additional queries about your credit card accounts in QuickBooks. We're here for you 24/7.

Terms & ConditionsAccessibility statement