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elseiver
July 16, 2023
Question

I have multiple accounts with Chase and would like to import transactions from all of them, but Quickbooks Online only allows me to connect one account at a time. Help!

  • July 16, 2023
  • 1 reply
  • 0 views

It used to work just fine, but looks like there was some update to Quickbooks and now my cards are not syncing.

 

I have separate Personal and Business accounts with their own respective logins. Once I connect one of these, the other one loses connection.

1 reply

L
LeizylM
July 16, 2023

Hi there, elseiver. I'll make sure you'll be able to import transactions in QuickBooks Online (QBO). 

 

One possible reason why your bank stopped syncing to QuickBooks issue is due to an outdated password or any other login credentials associated with your bank account.

 

To resolve this, you'll need to update the bank information by going to the Banking page.

 

After that, reconnect the account to QuickBooks.

 

Then, to ensure your transactions will be allocated to the correct categories and accounts in QuickBooks, you have to categorize them. The following are the links that will guide the process:

 

 

Keep me posted if you have any other questions about connecting your bank to QuickBooks Online. I'll make sure to get back to you as soon as I can. Have a great day!

E
elseiverAuthor
July 16, 2023

Unfortunately, expired password is not the case.

I have reconnected both accounts today (each with multiple credit cards and checking accounts), but as soon as I reconnect one of my Chase accounts (e.g. my Business account), the other one (e.g. my Personal account) gets disconnected.

All this used to work  just fine, it must be some recent development with software engineers at Intuit deciding to use bank ID as a key 😕😕

L
LeizylM
July 16, 2023

Thank you for providing clarifications about your banking concern. We want to help you connect your bank to QuickBooks Self-Employed (QBSE), elseiver. 

 

Let's double-check if you connect your account set up correctly. Account set up in QuickBooks Online is based on the transactions downloaded. 

 

If transactions download to the individual accounts, connect the sub-accounts and not the parent one. QuickBooks won't let you connect both a parent account and its subaccounts. 

 

You can browse this article for instructions on how to connect the sub-account: Connect bank and credit card accounts to QuickBooks Online.

 

I'm adding this reference that'll guide you anytime you need help while doing or fixing a reconciliation: The Reconcile Workflow in QuickBooks. 

 

Let me know if you have more questions about handling your accounts. I’ll help you out. Take care!

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