Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
I have one credit card account that has three cards. All three cards appear on the home page and each cards transactions download.
my question is how do I reconcile this now?
Hi there, @Cjparr.
I'll help you reconcile your accounts in QuickBooks Online (QBO).
Did you create a parent account for these accounts in QuickBooks? If so, you'll only need to reconcile the parent credit card since all transactions in the subaccounts roll up into it.
Here's how:
Before reconciling, make sure you match and categorize all of your downloaded transactions.
If these accounts aren't under a parent account, then you can manually reconcile each one of them.
If you need further help reconciling, see How to reconcile accounts for a step-by-step guide.
In case you reconciled a transaction by mistake, here's how to unreconcile it.
You're always welcome to comment below if you have other banking concerns or QuickBooks inquiries, @Cjparr. I'll be around to help. Take care.
HI Raymond,
So the HS card is the Parent account....so the other to cards (HW & CJ) need to listed under HS?
Thank you so much for your help.
Kindly,
Christine
Hello, Cjparr.
Yes, that's right. You must add the other two credit cards as subaccounts. Then, you can connect the subaccounts rather than the parent account if the transactions download to individual accounts. Refer to this link in disconnecting account to online banking: Disconnect accounts connected to online banking in QuickBooks Online.
Once done, you can link the subaccount to the parent account. I'll show you how.
When it's the right time to reconcile, you only need to reconcile the parent account because all transactions in the subaccounts are rolled up into it.
You can use this article to organize your downloaded credit card transactions: Categorize and match online bank transactions in QuickBooks Online.
Please let me know if you have any further questions or need assistance managing your credit card accounts. I'll respond as soon as possible.
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.
For more information visit our Security Center or to report suspicious websites you can contact us here