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How to Add multiple credit card accounts under my chase login to my business account in Quickbooks?

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How can I connect multiple Chase credit cards and have them all reconcile together?

My credit accounts (all with the same Chase account) are set up essentially like this:

Chase Credit Card – (Parent Account not connected through Chase Online)

  • Card 1 (1234) – (This card is treated as the main account number via Chase)
  • Card 2 (2345)
  • Card 3 (3456)

All three business cards are connected to their accounts through Chase Online, each card will download its transactions, however only Card 1 will show the balance of all card purchases combined. This creates the following issue:

  • Anytime I make a payment from my Checking Account to my Chase Credit Card account, it shows up in quickbooks as a payment from the Checking Account to only Card 1. 
  • When I go to reconcile the transactions, for example, if I have zero purchases on Card 1 but a purchase on Card 2 or 3, it shows a negative balance on Card 1 because it will not allow me to transfer that payment to any other card.

It’s essentially acting as Card 1 is the parent account, and no matter how I set it up I cannot get the “In quickbooks” balances to disappear  on Card 2 or Card 3. 

Is this an issue on Chase’s end? Or is this an issue of how I have the cards structured in my Chart of Accounts?

Question: I have multiple accounts under my chase login, but only want to link one credit card to my business account in quickbooks. How do I do that?

Solved: multiple credit card accounts under my chase login to my business account in Quickbooks

When activating Online Banking in QuickBooks Online, you will be able to choose which account you want to connect. To do this:

  1. Go to Transactions in the left navigation bar.
  2. Select Banking.
  3. Click Add Account in the upper-right hand corner.
  4. Search your Financial Institution, then choose your bank.
  5. Enter your Sign In information, and click Log In.
  6. Check the box next to the account that you will be connecting, then click the QuickBooks Account drop down, and choose the QuickBooks Account (from your Chart of Accounts).
  7. Click Connect, and when it is done connecting, click Let’s go!

Thanks 🙂

How To Merge Chase Business And Personal Card Accounts Online

  1. First log into your Chase account and select “Manage Accounts” to navigate to the area where you can add additional accounts.
  2. Select “Add accounts” from the my information section.
  3. Select the profiles that you would like to be able to view online.
  4. Show or hide existing accounts in the settings.

How do I link my Chase credit card to my bank account?If your credit card account isn’t connected, you can follow the steps below to connect your credit card account:

  1. Go to the Banking menu.
  2. On the Banking page, select Add account.
  3. Search for your credit card.
  4. Click Continue.
  5. Enter your bank’s username and password to sign in.
  6. Select the type of account you’re adding

How do I merge credit card accounts in QuickBooks?

Click the “Lists” menu and “Chart of Accounts.” If one of the accounts you want to merge is at a different hierarchical level, drag the diamond symbol to the left or right on one of the account names so that they both match. Select the account you want to remove and merge. Click “Account” and “Edit Account.”

How do I add another credit card to my Chase account?

Retail Banking customers: To add a credit card account, select “Credit Card” from the Account Type list then enter your account number and the three-digit code shown on the back of your card. For all other types of accounts, select “Other,” then enter your account number.

How do I add someone to my Chase account?

After you’ve logged in to your Chase account, you can add an authorized user by following these steps:

  1. Click on the credit card account where you wish to add the authorized user.
  2. Click “Things you can do,” and then select “Add an authorized user” from the drop-down menu.
  3. Fill out the form.
  4. Click “Add Authorized User.”
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