I have 1 account with Chase that 3 employee cards are connected to. How can I connect the 3 accts in qb to allow the balance to match to my statements

I know a way to properly reconcile your transactions in QuickBooks Online (QBO), bicesa.

Since there are multiple cards connected to your Chase bank account. This could be the reason why the balance is coming off your chart of accounts when reconciling.

To start rectifying this one, we can set up the Chase bank account as a parent account and add the three employee cards connected to it as a sub-account. Before that, let me share some details you’ll need to know to ensure that we’re on the right path in setting up this to your QBO account.

The common way to set up cards with multiple cards connected to them is to create a parent account and add the rest as a sub-account. Doing that, you’ll need to take note that if the transactions are downloading to the individual accounts, you’ll only need to connect the subaccounts to your bank feeds and not the parent account.

In line with connecting your accounts, please consider checking up with your financial institution to know how they send your transactions. If they’re sent through to your employee cards or to the main account that the payment was taken out from.

Once identified, you can either; disconnect the parent account and connect these subaccounts to your QBO. Beforehand, QuickBooks deletes transactions that still need to be categorized in the For Review tab, and transactions that are older than 90 days won’t be available for automatic download.

After setting up this to your bank feeds, we can proceed to set them up to your Chart of Accounts (COA). Since we’re talking about multiple cards in this concern, we’ll need to create a parent account in your COA and add the sub-account underneath. On top of that, you’ll only need to reconcile the parent account as the transactions from all accounts will roll up to the parent account.

Please let me know in the comment section if you have more queries about connecting your account and reconciling them. I’m always here willing to help.