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BaseballFan
March 17, 2018
Solved

Importing Credit Card Transactions

  • March 17, 2018
  • 3 replies
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We have a business credit card with Chase Bank - with 8 user accounts (meaning each person has their own card number but they are all billed on one statement with one total balance due). Up until a recent change with Chase we were able to download the transactions per card to a seperate GL account within the chart of accounts. We were recently issued new cards for each user. Knowing this, I disconnected each account and then re-connected them to download the activity for the new cards. This was all working fine until one account downloaded everyone's activity. This one account has always been our main business account with Chase - meaning the bills even come with this number as the billing account number. Yet, everyone's activity is seperated out within the bill and have always been downloaded seperately until this recent change.

What is your suggestion to seperate the activity for this one card so that only the transactions for that card will download to QuickBooks for their activity? (We like to have them download to individual GL accounts so that we can determine which card holder owes us receipts. Yet, this will make that difficult.)

    Best answer by MichelleT

    Hi there, @BaseballFan,


    Thank you for giving a thorough explanation of what’s happening with the Chase credit card transactions.


    Our Online Banking Team sent a communication that there’s currently an issue with importing credit card transactions from Chase into QuickBooks Online. The same transactions are showing up in all accounts even if these accounts are set up as sub-accounts of the main account.


    In the meantime, you’ll need to exclude the duplicate transactions. Then, manually import the transactions into your individual GL accounts. Here are the steps:


    1.    Login to your bank website and select the date range of transactions you want.
    2.    Select an approved file type to convert transaction data to.
    3.    Save the transaction file to your computer.
    4.    Log into QuickBooks Online.
    5.    Go the Banking tab and choose Upload.
    6.    Under Browse select your transaction file.


    While we’re still working on finding a fix, I need to get you in contact with our Customer Care Team. I need to have you added to the list of affected users so you’ll be notified through email once a fix is available.


    I’m sure our Online Banking Team will find an immediate fix to this issue. If there’s anything else you need, feel free to let me know.

     

    3 replies

    M
    MichelleTAnswer
    March 19, 2018

    Hi there, @BaseballFan,


    Thank you for giving a thorough explanation of what’s happening with the Chase credit card transactions.


    Our Online Banking Team sent a communication that there’s currently an issue with importing credit card transactions from Chase into QuickBooks Online. The same transactions are showing up in all accounts even if these accounts are set up as sub-accounts of the main account.


    In the meantime, you’ll need to exclude the duplicate transactions. Then, manually import the transactions into your individual GL accounts. Here are the steps:


    1.    Login to your bank website and select the date range of transactions you want.
    2.    Select an approved file type to convert transaction data to.
    3.    Save the transaction file to your computer.
    4.    Log into QuickBooks Online.
    5.    Go the Banking tab and choose Upload.
    6.    Under Browse select your transaction file.


    While we’re still working on finding a fix, I need to get you in contact with our Customer Care Team. I need to have you added to the list of affected users so you’ll be notified through email once a fix is available.


    I’m sure our Online Banking Team will find an immediate fix to this issue. If there’s anything else you need, feel free to let me know.

     

      B
      BaseballFanAuthor
      March 20, 2018

      Thank you, Michelle. Do I need to do anything to get on the list with Customer Care so I will get the email update?

      M
      MichelleT
      March 21, 2018

      Hi there, @BaseballFan,


      All you need to do is get in touch with a specialist from our Customer Care Team. The specialist will ask a few questions to verify your account, such as the company ID and email address.


      You will receive email notifications about the status of the issue once you’re added to the list. Please check your email from time to time and make sure the notifications are not going to the spam or junk emails.


      Stay in touch with me if you need additional information.

       

      J
      JMills00
      August 2, 2018

      Is this still not resolved?  I'm having this issue and it's so frustrating!

      K
      kateb77
      August 2, 2018

      Nothing has been resolved and I have this issue with multiple clients, still. It is VERY frustrating. I tried talking to QB support and was told I would need to call the bank and resolve it with them instead.

      U
      UMDJeremy
      August 2, 2018

      @kateb77 if you get anywhere with Chase please reply back here as that'd be great! This is so frustrating and making me contemplate having my client move from Chase to Amex or something else. Anyone know if Amex works correctly for business cards with additional cardholders?

      K
      kateb77
      August 23, 2018

      Looks like this issue has been fixed, folks!! Woohooo!!!

      S
      SterlingD
      August 23, 2018

      Hello, @kateb77.

       

      WooHoo is right! I'm happy to hear your transactions are importing properly now. 

       

      Thank you for being patient as this was sorted out. If you need any further assistance, don't hesitate to reach out. I am always just a post away. Have a wonderful weekend.

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