credit card sub accounts

I’ve got some information to share with you about subaccount setup, Hayley.

Before connecting to Online Banking, you need to know how your bank sends the downloaded transactions.

If the transactions download to one account, connect only the parent account. Otherwise, you’ll want to connect the subaccounts. Please know that you can’t link both a parent account and its subaccounts.

You can follow the steps below to disconnect your account.

1. Go to the Banking menu, then select the Banking tab.
2. Select the tile for the bank account.
3. Click the Pencil icon, then select Edit account info.
4. Select the Disconnect this account on the save checkbox. If QuickBooks is downloading new transactions, you won't see this option. Wait a few minutes for the update to finish and try again.
5. Press Save and Close.

Check out this reference for more information: Disconnect or delete accounts connected to online banking.

To get rid of your duplicate transactions, you can use the Exclude feature. This makes sure your transactions won’t appear in any account registers or financial reports.

I've added these resources to learn more about account setup and how to manage your transactions once downloaded:

• About bank or credit card subaccount setup
• Categorize and match online bank transactions

Please let me know if you need further assistance in managing your bank accounts. I’m always here to help. Take care!

Hi

Thank you for your answer.

I just want to check, as i have not done it before, but the bank feed also brings in his current account and savings account etc which we have matched as appropriate. So if I disconnect the credit card account will it effect the current account feed or does it just stop the particular card you tell it to stop?

THanks

Thanks for the quick response, @Hayley Easter.

I'll share some information on what will happen if you disconnect a credit card account in QuickBooks Online. This way, I can guide you accordingly. 

If you disconnect the credit card account, the transaction will stop downloading to that card. For example: Let's say your transactions are uploaded to your sub-credit cards. Then, you need to disconnect the Parent account. Once disconnected, the data will be downloaded to the sub-account moving forward.

Before disconnecting, ensure to categorize the appropriate transaction and exclude the duplicates. This way, your bank feeds, and books are always precise. 

In addition, don't forget to reconcile your account to make sure they match your credit card statements. 

Further, check out these articles below on how to troubleshoot banking and reconciliation errors in QuickBooks: 

• What to do if you get a bank error or can't download transactions in QuickBooks
• Fix issues for accounts you've reconciled in the past in QuickBooks Online

Drop a line if you have follow-up questions about your bank feeds. I'm happy to answer all of your questions. Keep safe, Hayley Easter.

Hi

Thanks for all the information 

I am still unclear on one thing.

If I have five HSBC bank accounts can I disconnect just one of them or will they all get disconnected and then I have to reconnect the ones I want?