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johnmlee101 merged 2 commits into from
Apr 4, 2024
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Update Troubleshooting.md to include import troubleshooting #39220

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Update Troubleshooting.md to include import troubleshooting
twisterdotcom Mar 28, 2024
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Merge branch 'main' into twisterdotcom-patch-1
twisterdotcom Apr 3, 2024
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6 changes: 6 additions & 0 deletions ...pensify-classic/bank-accounts-and-credit-cards/company-cards/Troubleshooting.md
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Expand Up @@ -8,6 +8,12 @@ Whether you're encountering issues related to company cards, require assistance
## How to add company cards to Expensify
You can add company credit cards under the Domain settings in your Expensify account by navigating to *Settings* > *Domain* > _Domain Name_ > *Company Cards* and clicking *Import Card/Bank* and following the prompts.

## Known issues importing transactions
The first step should always be to "Update" your card, either from Settings > Your Account > Credit Card Import or Settings > Domain > [Domain Name] > Company Cards for centrally managed cards. If a "Fix" or "Fix card" option appears, follow the steps to fix the connection. If this fails to import your missing transactions, there is a known issue whereby some transactions will not import for certain API-based company card connections. So far this has been reported on American Express, Chase and Wells Fargo. This can be temporarily resolved by creating the expenses manually instead:

- [Manually add the expenses](https://help.expensify.com/articles/expensify-classic/expenses/expenses/Add-an-expense)
- [Upload the expenses via CSV](https://help.expensify.com/articles/expensify-classic/bank-accounts-and-credit-cards/company-cards/CSV-Import)

# Errors connecting company cards

## Error: Too many attempts
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