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Keryann M
January 15, 2024
Solved

How do I get all credit card transactions from multiple credit cards to show up under 1 parent account for reconciliation?

  • January 15, 2024
  • 1 reply
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We have 4 US Bank credit cards and they all show up separately in QB. Which is fine. But I am needing all charges to show under one parent account in order to reconcile (like the Cap One & BofA - I did not set those up, so I am not sure how it was done & I can not see what is the difference between them to know what I am doing wrong).

 

I followed the instructions on setting up a sub account... I went to the chart of accounts, I clicked on Edit in the View register drop down, but there was no "Is Sub Account" to tick anywhere.  When I went to BofA or Cap One, I did not see a "Is Sub Account" that was toggled either.  So I am not sure where it is to make the sub accounts in order to have all transactions rolled into one parent account for reconciliation. What am I missing? 

 

TIA

Best answer by Keryann M

Thank you @JamaicaA for your super fast response! I did not know about the accountant vs. business view.  thanks for that info.  

 
I've got it all working now.  Thank you so much for your help!  I really appreciate it. 🙂

1 reply

J
JamaicaA
January 15, 2024

Thank you for navigating the QuickBooks product to figure out how to add a subaccount, @Keryann M. Let's go over your Chart of Accounts while I clarify why the Is subaccount option is missing on your end.

 

Before proceeding, please note that we can only create up to five subaccounts under one parent account. If you'd like to set up the existing 4 US Bank credit cards as a subaccount, let's go back to the steps you've mentioned.

 

  1. On the COA page, select the View register dropdown and pick Edit.
  2. In the Edit account panel, click the Save account under ▼ dropdown. Choose the parent account you want to move the credit card accounts as a subaccount. 
  3. Tap Save.

 

Since you're seeing the Edit account panel, you're using the Accountant View. The Is sub-account checkbox will show on the Business View. I'm adding screenshots below for reference:

 

 

Here's an article to learn what more you can do with subaccounts: Create subaccounts in your chart of accounts in QuickBooks Online.

 

Once done, you can review your transactions and match them to your bank or credit card statements: Reconcile an account in QuickBooks Online.

 

Let me know if this corrects this issue. I'll be around to help you organize your accounts more. Have a great day!

    K
    Keryann MAuthorAnswer
    January 15, 2024

    Thank you @JamaicaA for your super fast response! I did not know about the accountant vs. business view.  thanks for that info.  

     
    I've got it all working now.  Thank you so much for your help!  I really appreciate it. 🙂
    Nicole_N
    Nicole_N
    January 15, 2024

    On behalf of my colleague, you're welcome, @Keryann M.

     

    It's good to know that my colleague was able to help you with your concern. If you have other questions or concerns relating to QuickBooks, feel free to ask in this thread. The Community is always here to assist.

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