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office-xtremesou
June 11, 2024
Question

When I am trying to link my online credit card account, it does not allow me to link it, we have 2 cards associated with this account.

  • June 11, 2024
  • 1 reply
  • 0 views
I have 2 users with different card numbers linked to one credit card account. When I am trying to link my QuickBooks online to the credit card account it asks me to select an account from quickbooks. I selected 1 card to be linked to the main account in the chart of accounts and the 2nd card is linked to a subaccount under the same chart of account. 

I get a message "The account, Chase Ink, has a subaccount that is already connected to an account at one of your banks."

How do I create this?

1 reply

Candice C
Candice C
June 11, 2024

Greetings, @office-xtremesou. 

 

Welcome to the Community! I'd be more than happy to provide you with an answer to your question about parent and subaccounts when connecting them to online banking. 

 

If the transactions download to one account, connect only the parent account. If the transactions download to the individual accounts, connect the subaccounts and not the parent account.

 

Note: You can’t connect both a parent account and its subaccounts. If you try to connect both, you’ll get a message that the account is already connected.

 

For additional details to help you in the future, check out this guide: About bank or credit card subaccount setup. 

 

I hope this helps. If you have any trouble along the way, don't hesitate to come back. Take care! 

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NewB 12
April 15, 2025

How do we get receipts to match if only the parent account is linked? QB Receipt management cannot read the card number for each credit card under the parent account. Is there a way to seperate by card in QB with sub accounts even if the transactions come through under one parent account? 

M
MoiraskyeT
April 15, 2025

Hi there, NewB. Let me provide you details in matching your receipts to your parent account.

 

QuickBooks automatically syncs downloaded transactions with manual entries in the linked online banking account.

 

However, it does not support matching receipts from a sub-account with transactions in the main account, nor does it allow categorization by card numbers.

 

To correctly record transactions in a sub-account, exclude the downloaded transaction and enter it manually in the sub-account. This prevents duplicates and ensures the amount reflects in the main account's total balance.

 

Also, you can review these articles for guidance on reconciling your parent account after categorizing all the transactions from the individual subaccounts:

 

 

We're all ears in the Community, if you have more questions about matching your receipts . You're welcome to reply to this post with updates or new questions in the forum, best of luck!

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