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T
trevecpa
November 17, 2022
Question

Credit card link to Bank of America

  • November 17, 2022
  • 1 reply
  • 0 views

We do not want Intuit capturing our automated downloads from B of A.  Is there a sound reason only B of A and Discover Card Express have this requirement?  Of the other 7 banks on the Bank Feed list generated by QB, 3 require manual download ( I am familiar with Chase's limitations), and 4 are assessable directly via the bank site to log in with bank info for name and password there is not requirement to log into Intuit.  This does not make sense to me or my IT Director.

1 reply

A
AbegailS_
November 17, 2022

Hi there, @trevecpa. 

 

I'm glad to see you posting here in the Community space. I can provide clarification about how QuickBooks banking works.

 

When connecting your bank account and credit card account with QuickBooks, you'd want to consider how your bank sends the downloaded transactions. If the transactions are downloaded to one account, you'd only need to connect the parent account.  

 

However, if it's downloaded separately, connect only the sub-accounts. You can look into these articles for more detailed information: 

If you need help with adding and matching bank feed transactions, you may as well open this article.

 

Please let me know how else I can help you with your transactions. I've got your back and am always happy to help. Thanks for coming, have a great weekend!

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