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KlentB
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The feed that they support would be a determining factor, skipwith.

 

Before connecting to online banking, it's important to know how your financial institution delivers the data. If the transactions are downloaded to a single account, it's advisable to solely add the main one. 

 

However, if the transactions are downloaded to individual cards, connect the subaccount, not the parent. Attempting to connect both of them is not possible, as a message indicating that the account is already connected will appear.

 

That being said, you'll want to coordinate with Chase to know what type of connection they support. Once confirmed, follow these steps to link your credit card:

 

  1. Go to Bookkeeping, then choose Transactions.
  2. Head to the Bank transactions tab and select Connect account or  Link account.
  3. In the search field, type the name of your bank in the search field.
  4. Tap Continue, then enter your user ID and password.
  5. Follow the on-screen instructions.
  6. Set how far back you want to download transactions.
  7. Hit Connect to complete the process.

 

connectbank.PNG

 

I'm also adding these articles that'll help you review your bank/credit card entries and put them into the correct accounts:

 

 

Don't hesitate to click the Reply button below or start a new thread if you have follow-up questions about this topic or need assistance in accomplishing your other tasks. I am always here to back you up. Have a great rest of the week, skipwith!

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