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drbillgreenberg
February 25, 2023
Question

Chase ink account has two cards with different accounts but only one is showing in banks section even though both numbers show connected to QuickBooks , how to fix?

  • February 25, 2023
  • 1 reply
  • 0 views
I have added back multiple times but only main account shows up.

1 reply

JoesemM
JoesemM
February 25, 2023

Thanks for joining the Community space, @drbillgreenberg. Let me help you show the other accounts in the bank section.

 

The default arrangement of the banking section will show only three accounts, and it could be that the other account is hidden. To verify, click the dropdown arrow beside your financial institution to view the details. See screenshot for visual reference.

Also, you can use the Reorder accounts option to sort the bank accounts according to your preference. 

 

Here's how:

 

  1. Go to the Banking tab.
  2. Choose a bank account, then click the dropdown arrow beside its name.
  3. Select Reorder accounts, then click the Pencil/Edit icon.
  4. Arrange your bank accounts,
  5. Hit Save. Then close the Bank accounts window to view the changes.

Also, this link outlines steps for sorting the order of list entries by date, reference number, etc. See this article for more information: Find, review, and edit transactions in account registers in QuickBooks Online.

 

Additionally, these articles will guide you in matching transactions and reconciling your accounts in QuickBooks.

 

 

Leave a comment in the section if you need more help managing your bank feeds or anything related to QuickBooks. Take care and enjoy your day.

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drbillgreenbergAuthor
February 25, 2023

I don’t think you understood he issue.  The second account number doesn’t show up at all.  Chase business Ink accounts allow you to have multiple accounts for different employees.  The account numbers are different and a completely different account should show up but it doesn’t even though it shows it’s connected in the chase app.

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MadelynC
February 25, 2023

Thanks for clarifying things out, @drbillgreenberg. Let me provide further information on how QuickBooks Online banking works.


QuickBooks Online allows you to connect multiple bank accounts as long as they’re different account numbers. However, linking both a parent account and its subaccounts isn’t possible. You’ll get a message that the account is already linked if you try to connect them both. When initially connecting your account, the same opening balance transaction may download to all subaccounts. Thus, the program only shows the main account.


Before you link your account to Online Banking, you need to know first how your bank sends the downloaded transactions. If the entries are posted to one account, I recommend connecting only the parent account. But if the transactions are downloaded to their respective accounts, you'll want to connect the subaccounts instead. It would be best to contact your financial institution for confirmation.


You can read this guide to learn more about connecting accounts to Online Banking: About bank or credit card subaccount setup.


I’m adding this article to ensure the company’s financial records are balanced and correspond to the amount that has been spent at the end of the reporting period: Learn the reconcile workflow in QuickBooks.


If you’re interested in learning more about banking, please feel free to add a reply at any time. I’m always here to help. Keep safe!

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