Different credit cards not bringing everything over in Online Banking?
I have been a QB Desktop user for almost 15 years and have used American Express as our primary business card for most of them. About a year ago we switched one of our businesses to Capital One and my biggest issue, that Capital One is aware of, is that when downloading transactions it only brings over the date, merchant and amount. Whereas, American Express would download those 3 plus the cardholder name/ last 5 of the card in the "memo" tab on online banking. For our business in particular this is very important as one entity has several classes and those expenses are disbursed depending on which user's made the charge. I know of auto name rules but when we have over 1,000 transactions per month it is more efficient to enter in online banking rather than by manual credit card charge entries.
Now when deciding which card to open for two new operations, we are considering Citi but wondered what everyone's input is for either having the same issue or other problems to be alert of before opening the card and wasting time.
Thank you,
