Can't enter subaccount numbers in bank feeds
- December 7, 2021
- 1 reply
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I use the bank feeds feature to import credit card transactions. Each of my accounts has a 4 digit code (1000s - assets, 2000 - liabilities, 3000 - equity, 4000 - sales, 5000 - cogs, 6000 -sg&a, 7000 - other income/expense). These main headers have sub-accounts, e.g. 4110 is Hardware Sales, 4111 is Hardware Discounts, etc. I'm able to quickly enter accounts when making JEs or entering bills.
However, when using the Bank Feeds feature to enter credit card charges, it does not let me enter the whole subaccount number. In the attached images, I am entering a Dunkin Donuts purchase by a member of the sales team, so I want to assign it to 6292, which is my Sales Meals Expense account. So when I start entering the first two digits, "62", it finds the Sales & Marketing expense header, but if I enter "6292" (the sub-account), it finds nothing. I have to type "62" then click on the drop-down list and manually select the subaccount. If I type "6292" and press enter, I get an error, "Error: This account is the wrong type for this field. Please enter a different account of the appropriate type for this field."
Am I doing something wrong? This seems like a pretty basic function that works fine in other areas of QB. I'm using QB Desktop Premier 2021