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UPBfinance
November 16, 2022
Question

Seeking help to connect BoA CC sub accounts with Bank Feeds

  • November 16, 2022
  • 1 reply
  • 0 views

Hi,

 

I'm trying to connect our business BoA credit card account with bank feeds. There is one parent account and five sub accounts. When I try to link through QBDT and log into BoA using my credentials, I am only presented with the option to connect to the parent account which I can do successfully. However, that account doesn't have any transactions in it. I need to connect to each of the five sub accounts to get the transactions for each CC card user imported into QB. 

 

Is this a QB issue or do I need to talk to BoA about other options. Thanks for any help you can provide. 

 

Jim

1 reply

R
rvrfrf
November 16, 2022

Thanks for getting in touch with the Community, UPBfinance.

 

Since your sub-accounts aren't showing up as selectable accounts after connecting to your bank's server, I'd recommend getting in touch with them directly and checking if they have any options to help make them show up when trying to connect them with QuickBooks.

 

I've also included a detailed resource about working with bank feeds which may come in handy moving forward: Set up or edit bank accounts for Bank Feeds

 

If there's any additional questions, I'm just a post away. Have an awesome day!

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