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dbelliard
February 26, 2021
Question

I need to add a new employee credit card to an already linked AMEX credit card to QB's. There is activity 2/4/21 but I don't see the new employee card on QB's.

  • February 26, 2021
  • 2 replies
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2 replies

katherinejoyceO
katherinejoyceO
February 26, 2021

Hi there, @dbelliard.

 

I'm here to guide you on adding a new employee's credit card to an already linked AMEX credit card account. 

 

First off, you'll need to ask your employee to add you as an authorized user in their online banking. This will allow you to link their American Express Credit Card to QuickBooks Online (QBO). 

 

Then, follow these steps to add to link the AMEX CC:

 

  1. Go to the Transactions tab, then select the Banking menu.
  2. Select the + Link Account button and enter AMEX in the search field.
  3. Click the bank that fits the AMEX CC description and select Continue. A pop-up window will appear to let you log in to the AMEX account.
  4. Follow the on-screen instruction, then select which account you want to connect to.
  5. Click on the drop-down button beside the account and select the account you've made in COA, then select Connect.

 

For additional information on the process of connecting your bank to QBO, see this article: Connect your American Express Business account to QuickBooks Online.

 

For your future reference, read through this article to learn about reconciling an account in QuickBooks Online and get some tips in case you need to undo reconciling or reconcile an account connected to online banking.

 

I'd be happy to get back and help if you have additional concerns, @dbelliard. Take care and have a wonderful day.

katherinejoyceO
katherinejoyceO
February 27, 2021

Hi dbelliard,


Hope you’re doing great. I wanted to see how everything is going about adding a new employee's credit card to an already linked AMEX you had yesterday. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at anytime.


Looking forward to your reply. Have a pleasant day ahead!

J
jpcdis
August 7, 2023

Hi, I know this is an old thread, but I'm not sure this is what the person was asking for. Instead, I think they have the same problem I have.

My company has a Chase Business card. I have the first card. It is linked to QBO.

 

I added an employee to the Chase Business card. The charges for this employee are showing up in the Chase Business Card balance in QBO, but no transactions are showing up for categorization.

 

When I check "Your linked accounts", Chase shows up with two accounts below: mine and my employees. When I click a slider to enable importing the employee transactions, I have to choose an account in QuickBooks to associate it with.

 

What am I supposed to do now?

 

Note that if I find the existing Chase Card account and add the employee as a sub-account, I get an error message saying that the new account (for the employee credit card) "has a parent account that is already connected to an account at one of your banks." So I'm stuck.

 

The key thing here: Chase treats all these cards as one account, with different card. Not separate accounts. Hence the card balance shown in QBO includes the employee charges, but I can't pull the transactions.

 

So I'm concerned that if I create a new account for my employee, my current credit card account is going to be wrong.

 

Any thoughts?

 

Thank you!

MariaSoledadG
MariaSoledadG
August 7, 2023

I have some information that you need to know. This will guide you on how you can connect to your bank, JP.

 

Before you connect to online banking, you'll need to know how your bank sends the downloaded transactions. If the transactions download to one account, connect only the parent account. If it downloads to the individual accounts, connect the subaccounts and not the parent account.

 

Please know, you're unable to connect both a parent account and its subaccounts. If you'll connect both, you’ll get a message that the account is already connected.

 

When you're initially connecting your account, the same opening balance transaction may download to all subaccounts. Some banks may show the overall bank balance at each subaccount level. This is because the bank provides us with a static balance of the entire account, not the balance of each subaccount.

 

Furthermore, if your bank does not offer online services, or you may not want to connect the parent or subaccounts to online banking, you can create checks and deposits for the accounts, or manually add transactions to your bank register. I've added this article for more information: Manually Add Transactions To Account Registers In QuickBooks Online.

 

Post your comment below if you have any other concerns when connecting bank. The Community is always here for your 24/7. Have a nice day ahead!

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