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October 31, 2018
Question

Cannot connect all of my Bank of America credit cards

  • October 31, 2018
  • 12 replies
  • 0 views

My company has 6 Bank of America credit cards (6 employees have a card with their name). All of these individual credit cards are subaccounts that roll up to an umbrella cc account at BofA - which is the master account that we pay down each month.

Previously, we were able to connect each individual account to QBO and download their transactions. In fact, 4 of the current 6 cards have been in Quickbooks for years and are still downloading transactions from BofA. However, 2 of the 6 are new cards, and I'm no longer seeing the ability to add them. When I try to add the accounts by re-connecting through BofA, it's saying that I've already connected all the accounts, even though there are still two cards that I clearly haven't.

After calling into QBO support, they said that QBO changed their processes so that I have to connect the umbrella account that I mentioned earlier, rather than the individual accounts. I reluctantly connected the umbrella account (knowing I'd have to adjust some items in my chart of accounts), and in doing this, I assumed that all transactions from all the credit cards would come in through that account — it would not have been ideal, but I could live with it. But that's not even the case. It's only downloading the credit card payments and any finance charges (not the transactions from the individual credit cards).

Has anyone experienced this before? If, going forward, there will be no way of auto-downloading any new individual credit cards — forcing me to add every transaction manually — then that starts to become a dealbreaker and might force me to look at other accounting software. Thanks in advance for any help here!

12 replies

November 3, 2022

Wow reading through this 4 year long debacle was really, really disheartening. I've just run into this same issue for my company and my team of highly experienced accountants are completely dumbfounded. To discover this thread of people politely doing their absolute best to petition for a fix here and to see Quickbooks' employees just robotically respond with the same responses for FOUR YEARS is insanity. 

I will look into a different bookkeeping solution ASAP. Good luck and godspeed to everyone sticking with the fight here.

November 8, 2022

Just wanted to follow up here with a solution I figured out. I found that a lot of times with the way BofA sets up sub-account corporate cards, they don't always properly get connected to the account that's linked to Quickbooks. You can tell this is the case if you login to the BofA account linked to QB and do not see the specific cardholder account on the account view. You may see it when you click into the "view account" but if it's not immediately available on the account overview page that means BofA has not properly associated the accounts. All it takes is a call and ask to have them properly linked. Doing this I was able to see an employee's card account in QB to connect after a couple business days. Hope this info helps someone!

November 9, 2022

mikesteezie - when you say that all it takes is a call to have the accounts properly linked on the B of A site, were you able to speak to someone that actually knew what you were talking about? In my situation, BofA has the individual cards properly linked to the corporate account. QBO just can't see them because all it sees are what I see in BofA on the main landing page for the accounts tab. i.e.QBO only sees the corporate account and one of the three cards.

 

How did you tell BofA to "properly link" the individual cards to the corporate account?

December 27, 2022

Please share the phone number that you used to actually talk to a real person. I have not been able to talk to anyone from customer support.

Angelyn_T
December 27, 2022

Hi, @Dp6307. I want to make sure you'll be able to get the right support you need today.

 

Good news! Aside from connecting with a live representative through the Help (?) menu, you can directly dial the support's phone number following these steps:

 

  1. Open this link: QuickBooks Online Support.
  2. Get the number under the Can't get signed in? section.

 

On the other hand, here's an article you can open to get more tips about linking bank accounts to QuickBooks: Connect bank and credit card accounts to QuickBooks Online. Once your bank is connected, your entries will be downloaded automatically. All you have to do is to review and categorize them.

 

Please know that our doors are always open here in the Community. If you have other QuickBooks concerns, let me know by adding a comment below. Keep safe!