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Lisa_S
August 13, 2021
Question

Credit card sub-accounts not downloading data

  • August 13, 2021
  • 3 replies
  • 0 views

I have a Chase parent credit card linked and syncing with QBO.  There are two sub credit card accounts that are listed as "children" under the "parent" account.  The transactions made with the child cards don't sync to QBO. I went through the "link account" process, logged into Chase and Chase says the data from the child accounts is already linked to QBO.  This didn't used to be a problem, but as the child cards get used more often now, it's a pain to have to add the transactions manually.  Anyone know a solution for this?

3 replies

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Catherine_B
August 13, 2021

Let's get your bank transactions to be downloaded, Lisa_S.

 

Good job for looking into your bank's website ahead for any messages, notifications, or alerts. Before we start troubleshooting, did you receive an error when you visited the Banking page? If you’re not getting the latest transactions, here's what to review so QuickBooks starts downloading transactions again. 

 

First, we can do a manual upload. Let me show you:

 

  1. Go to the Banking or Transactions menu.
  2. Click the Banking tab and select the bank to update.
  3. At the upper-right, click Update.

You can review the number of transactions on the account tile and you'll see if it increases. This would mean that QuickBooks downloads new transactions. If you received a banking error, you can click the link and proceed to the Step 4: Fix specific bank errors section and select the error you're prompted with: Bank errors.

 

Meantime, you can manually import your transactions to keep up with your books. For the next step, you can categorize your transactions once they are available in your bank feeds. 

 

Please don't hesitate to post or leave a reply on how these steps worked. I'm always here ready to help with your bank transactions. Take care!

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Lisa_SAuthor
August 13, 2021

Thanks for your reply.  I was able to successfully manually download the transaction file.  However, I would like to be able to get the transactions from the child accounts to automatically download with those on the parent account.  The child account transactions have never downloaded.  Any other possible solutions?  Should I disconnect the parent account and try reconnecting it?

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CharleneMaeF
August 13, 2021

Thanks for taking the time to get back on this thread, Lisa_S.

 

I'm here to share some information about your credit card subaccount setup. 

 

Before connecting to Online Banking, you'll need to verify from your bank how they send the transactions. If the data download to one account, then connect the parent. Otherwise, you'll have to link the subaccounts only.

 

Please note that we're unable to connect both a parent and its subaccount. Doing so will show a message that the account is already connected.

 

For more details, I'd suggest checking out this article: Connect the Accounts to Online Banking.

 

Once you downloaded the transactions to the correct account, I encourage categorizing them in QuickBooks. This ensures your books are accurate. 

 

Please keep us posted on your progress in downloading the transactions. I'm determined to ensure your record is correct.

KlentB
KlentB
March 30, 2023

The feed that they support would be a determining factor, skipwith.

 

Before connecting to online banking, it's important to know how your financial institution delivers the data. If the transactions are downloaded to a single account, it's advisable to solely add the main one. 

 

However, if the transactions are downloaded to individual cards, connect the subaccount, not the parent. Attempting to connect both of them is not possible, as a message indicating that the account is already connected will appear.

 

That being said, you'll want to coordinate with Chase to know what type of connection they support. Once confirmed, follow these steps to link your credit card:

 

  1. Go to Bookkeeping, then choose Transactions.
  2. Head to the Bank transactions tab and select Connect account or  Link account.
  3. In the search field, type the name of your bank in the search field.
  4. Tap Continue, then enter your user ID and password.
  5. Follow the on-screen instructions.
  6. Set how far back you want to download transactions.
  7. Hit Connect to complete the process.

 

 

I'm also adding these articles that'll help you review your bank/credit card entries and put them into the correct accounts:

 

 

Don't hesitate to click the Reply button below or start a new thread if you have follow-up questions about this topic or need assistance in accomplishing your other tasks. I am always here to back you up. Have a great rest of the week, skipwith!

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bbalu
July 17, 2023

Running into the same issue as well... Entire account balance is allocated to the parent account but only the parent's transactions come through. Meanwhile, sub accounts are pulled in with 0 balance but a ton of transactions. Just makes the automatic bank feed option unusable w/ QuickBooks. I hope Intuit finds a quick fix. 

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MirriamM
July 17, 2023

Hello there, @bbalu.

 

I want to ensure you get the help you need with your banking concern in QuickBooks Online (QBO).

 

To make sure we're on the same page, I'd like to verify the name of the bank whose sub account pulled in with 0 balance. Any additional information will get us closer to the resolution and check if there's an open investigation about this. Any extra information is appreciated.

We're looking forward to hearing from you. Have a great day!

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bbalu
July 18, 2023

The bank is Chase. Credit card sub account balances always come in as $0. 

 

 

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