Hi,
I have recently started working a new position. I was told by the previous staff member that their credit cards do not pull transactions from the credit card company's expense management system (EMS) into Quickbooks Online (QBO) properly so they do not sync with the credit card EMS. They have been downloading a file from the EMS and uploading them into QBO each month.
At some point, I'll probably address the issue with the credit card feed since I would rather not have to download and upload transactions each month, but for right now, I have a different issue. A new staff member has a new credit card. I've created that liability account within QBO and although it is identical to the other credit card liability accounts (all of which are separate liability accounts under the top-level credit card liability account), it is not visible within the banking feed. How do I add this to the banking feed? The other credit cards, which do not sync with the EMS, are there so it must be possible. The help files I've looked up start with trying to connect the credit card to the banking feed, but as I've said, this (apparently?) doesn't work.
I'm wondering if perhaps they did connect the credit cards in the past (which is why they would be in the banking feed), but then disconnected them (which is why they aren't connected, but are still in the banking feed).
Any help with this would be appreciated.
Thanks.
