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David46
August 4, 2021
Question

Can we link multiple bank acconts in same bank to multiple joint holder? 1st Holder 2nd Holde

  • August 4, 2021
  • 1 reply
  • 0 views
Account A Joint Holder 1 Joint Holder 2 Sub Account Holder 3 4 5 Account B Joint Holder 2 (same as above) Sub Account holder 6 7 8 QBO does not recognise the unique bank accounts of sub holders of Account B but recognises Account A perfectly Please help to explain a solution

1 reply

AlexV
AlexV
August 4, 2021

Hi David46!

 

Let me explain and help you in linking a bank account.

 

It depends on your bank's set up how you can link the accounts to QuickBooks Online. For joint and subaccounts, you only need to link the parent account if all transactions from the subaccounts are downloaded to the parent. QuickBooks Online won't allow you to connect both parent and subaccounts.

 

Please check this link: About bank or credit card subaccount setup. This will explain more the things to remember when linking bank accounts with subaccounts.

 

Need help in reviewing the downloaded transactions? Check this article: Categorise and match online bank transactions in QuickBooks Online.

 

Leave a comment again below if you have other banking concerns. Take care!

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