Capital One downloads

I can help you get your latest transactions from your Capital One account, jmikewhittington.

Beforehand, may I know if there are any specific errors received before downloading your entries? Are these credit cards a subaccount under a parent account? Any additional information would be much appreciated.

In QuickBooks, if two different banking accounts are connected to each of your businesses and have the same login information, the other credit card account will be disconnected, and vice versa.

To prevent this, note that you can only connect one bank account in QBO and manually upload transactions for the other one.

However, if this isn't the case, I suggest reaching out to your bank's website and checking for any pending alerts or notifications. Also, please verify if your financial institution allows multiple connections to different businesses.

Once everything comes in handy, you can start categorizing your transactions to help you manage bank entries. Additionally, feel free to check our QuickBooks Live Expert Assisted that can help streamline your business workflow and review your overall tasks. 

Moreover, check out this reference to keep track of your accounts so they always match your bank and credit card statements: Reconcile an account in QuickBooks Online.

I'll be on this forum whenever additional queries arise when managing banking connectivity and transactions in your account. Stay safe.