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February 5, 2021
Question

I am having an issue reconciling. My Chase credit account has two credit cards with the same account number and one statement. QB shows it as two separate accounts.

  • February 5, 2021
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1 reply

Rose-A
February 5, 2021

Let me help you go over to your account and have your Chase credit card reconciled, userbrian2.

 

Having more than one bank account to show in QuickBooks Online happens when you have a sub-account associated with the parent account. To get this issue sorted out, I recommend checking the set up of your main account that's connected with online banking to verify the accounts that are underneath.

 

You can use this article as your guide on this process: About bank or credit card subaccount setup.

 

Once verified, you only need to reconcile the parent account since transactions from the sub-accounts roll up to it. This is because statements are only available on parent accounts. You can refer to this article for the detailed steps: Reconcile an account in QuickBooks Online.

 

I recommend editing, assigning, and categorizing your transactions before reconciling them. Also, you can match them to the existing entries in the software. Just go to the For Review tab from the Banking menu. Doing so will help you ensure the accuracy of your financial records.

 

Please let me know if you have any other reconciliation questions, or if there's anything else I can do for you. I'll be standing by for your response. Have a great day.