teammodul
Level 2

Banking

Good morning Clay! 

 

I am really hoping you can help me out! I spent almost 4 hours on the phone yesterday with QBO support trying to set up our Chart of Accounts for our Business Credit Cards with Chase.

 

We created the "parent" account and 3 sub accounts (1 for each CC and 1 for payments) We have 2 credit cards and I am trying to confirm the auto feed is set up correctly and determine how to apply the credit card payments to the I think I am pretty close to having the set up complete, however, the balances are not matching and I believe we also have duplicate transactions listed.

 

I have reviewed the support pages and still seem to be encountering problems.  :-( 

 

- Chart of Accounts: how it works in QuickBooks Online

- Set up bank or credit card account that attaches to a primary account

- Add and connect your bank and credit card accounts in QuickBooks Online

 

I would appreciate any help and guidance you could provide on how to resolve these issues.  Thank you for your help!!

 

Erica