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December 27, 2021
Question

Why is my commercial card bank feed suddenly pulling in transactions from the cardholder card? they seem to be duplicating transactions?

  • December 27, 2021
  • 1 reply
  • 0 views
HSBC operate a commercial card which has subsidiary cardholder cards. QBO used to correctly pull in transactions from the cardholder card account (which is the one which I use for spending) but now it is also bringing these transactions in on the commercial card bank feed.

1 reply

December 27, 2021

Welcome to the Community space, @hugh-morrey.

 

The sub-account might be connected to your QuickBooks Online (QBO) account. That's why it's downloading your bank transactions. To resolve this, you can disconnect the sub-account.

 

Here's how:

  1. In the left menu, click Banking or Transactions.
  2. Go to the Banking tab.
  3. Choose the account you want to change, and then click Edit (pencil icon).
  4. Click Edit account info.
  5. In the Account window, check the box next to Disconnect this account on save.
  6. Click Save and Close.

 

For more information, here's an article you can check: Disconnect or delete accounts connected to online banking.

 

Once bank transactions are available, you can categorise your transactions.

 

Stay in touch with me if you have follow-up questions about connecting a bank account. I'm always around to help you.