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I have a Chase account that has two credit cards. One card was set up as a parent account the other as a sub account. Somehow, the sub-account disappeared, and transactions from that card were not being pulled through. I did the following: Reconnected the sub-account. When I try to make the the sub-account a sub-account again I get this error. You can't change the parent of this account to (xxxx) because it or its parent is already set up for Online Banking or Web Connect. I have tried disconnecting all the accounts and reconnecting them multiple times , and I keep getting the same error. Any help is appreciated.
Since April 16th, we have had an issue with the Amex feed loading into our QBO account. The short term fix was creating separate child accounts for each credit card holder (8). Intuit tells me the issue is fixed and it is an Amex problem because they changed the way they are filtering the data into QBO (into child accounts). Amex says this is not true. This has created more work on our end and we have not been able to reconcile our Amex account. How do I speak to a manger when they never call back. The frustration is off the charts. Any insight is much appreciated and thanks for letting me vent.
My account has been connected just fine for years but my card was recently compromised and I got a new one and now Citi won't connect. I disconnected it and tried to reconnect it, but when I do I get this message here: https://s.grcwk.co/Bluebgzv. It says my records don't match...but I can login to my online account just fine. Citi tech support is of little use unfortunately.
I have a client who has a Chase credit card account with multiple cards under the account. Recently the main (parent) card was hacked and needed to be replaced. We are able to connect the new main card to Quickbooks online but the other cards will not reconnect. When we try we are getting a message that the cards are already connected to a parent card. How do we fix this?
Hello all, I'm very new to Quickbooks, and so this may be something simple I'm missing but I can't, for the life of me, figure out what's happening here or why. Little bit of context: we do all of our project mangement (estimates, invoices, POs, COs, etc., etc.) outside of QBO via a software called Houzz which is geared more towards construction/remodel project management and fits our needs better. I do not have Houzz integrated with QBO as Houzz was wanting me to disable several settings in QBO that have been enabled and in use (this is a whole nother topic I don't want to get into). So, our workflow looks like this:Create Invoice in Houzz>Send to client>Client pays via check>Mark as paid in Houzz>Deposit said check into our bank account (which is linked with QBO). I then will go into QBO and got to Bank Transactions>Locate deposit under the "For Review" tab>Add the important details (Invoice #, assign to customer/project, etc.)>Then click "Add". I only
When reviewing transactions I see a cleared check presented with options to match it either to the check record OR the journal entry. How can I ensure that the transaction is connected to the appropriate check number AND the journal entry balance is marked paid?
Is there a way to establish direct connect with our Wells Fargo Vantage accounts? When I navigate to bank feeds and select Wells Fargo Vantage, the only option I'm presented with is manually import transactions.
why do all my credit card sub-accounts show the total balance I see the recommendation is to only reconcile the parent - what if I've previously reconciled individual cards?
I have not been able to connect my Truist bank accounts to my QBO company for a month. They were previously linked without issue. I disconnected them when I created a new company and have not been able to get them reconnected. I have tried incognito windows, different browsers, clearing my cache, etc. There are no error messages. It simply says "Sorry an unexpected error has occurred. Please try again." I have spoken with 6 different customer care representatives and no one has been able to resolve my issue. I have done multiple screen shares with different customer service reps. I have been told that engineers would fix it or get back to me in a few days. This has never happened. I have spoken with my bank and confirmed that the issue is not on their end. I have even paid extra money for a Quickbooks connection at my bank and that has not resolved the issue. I get different answers from each person and they always end in adding screenshots of my problem (above) to a ca
Bank Transactions not imported for 3 months in QBs Online, then resumed. Would like to add them to register manually and have questions in this regard.
I’ve oriented the check properly and have endorsed it as the app directed. Front and back photos that are taken are clear and legible.
With the latest update how do I transfer cash from my Quickbooks checking account to my local business account?
