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Jessie13
Level 2

Credit card subaccounts not uploading to parent account

Hello. We have multiple credit card subaccounts linked to a parent account. For some reason only two credit card subaccount transactions are coming through into Quickbooks where there should be 9 credit card subaccount transactions coming through. Originally when we set this up all card transactions come through but for some reason has stopped. We have disconnected the parent account and tried connecting again. No change from doing this. Can someone provide advice on how to get all the credit card subaccount transactions to show again? Thanks.

6 Comments
IamjuViel
QuickBooks Team

Credit card subaccounts not uploading to parent account

Good day, @Jessie13.

 

Let me share a few information and help you set up your download your credit card transactions successfully.

 

When connecting your bank and credit card, you'd want to consider how your transactions are posted. If the transactions were downloaded to the primary account, connect only the parent account. However,  if the transactions were downloaded to the individual secondary accounts, connect the sub-accounts and not the parent account.

 

In the meantime, you'd want to try disconnecting the connected credit card sub-accounts from online banking. Let me guide you on how to do it.

  1. Go to the Accounting menu.
  2. Choose the Chart of Accounts tab.
  3. Locate the parent account of the Credit Card you want to set up.
  4. From the Actions column, click the View Register drop-down.
  5. Select Edit.
  6. Mark Disconnect this account on save tick box.
  7. Click the Save and Close button.

Once completed, you'd want to logout from your QuickBooks account and login again. Now, you can try reconnecting your credit card subaccount.

 

If its still not updating, you can manually add the credit card transactions to your QuickBooks account. You can go to your bank's website and follow the instructions on how to download them. I've listed our supported file formats below:

  • Comma-Separated Values (CSV)
  • QuickBooks Online (QBO)
  • Quicken (QFX)

Here's how:

  1. Go to the Banking menu.
  2. Choose the Banking tab.
  3. Locate the credit card sub-account.
  4. Hit the Upload transactions button.
  5. Click Browse, then choose the file you downloaded from your bank.
  6. Select the account you want to upload the transactions into from the QuickBooks account ▼ drop-down menu, then select Next
  7. Follow the on-screen instructions, then click Next.
  8. When you’re ready, hit Let's go.

Once done, you can go back to the Banking menu to match and categorize your bank transactions. 

 

Lastly, I'm adding these articles to help you manage your accounts and transactions: 

 

You can always reach back out to me if you need further help. Wishing you and your business continued success.

Jessie13
Level 2

Credit card subaccounts not uploading to parent account

Thank you. That is very helpful, however we are connected to the parent account with the bank and all the subaccounts connected to the parent account are not uploading into Quickbooks.

 

The subaccounts used to upload through the parent account in the past but for some reason have stopped uploading. We are pretty certain nothing has changed on the bank side.

 

Any suggestions on what might be happening and how we can get the subaccounts to start uploading through the parent account again?

 

Thank you! Much appreciated.

 

AileneA
QuickBooks Team

Credit card subaccounts not uploading to parent account

Hello, Jessie13. 

 

I've checked with my resources and verify with our engineering team, there is no reported issue where sub-accounts not uploading transactions to the parent account. As suggested by my colleagues above, let's disconnect the connected credit card sub-accounts from online banking. Then reconnect it again.  

 

If the same thing happens, I suggest reaching out to our customer support team. They have the tools to pull up your account and double-check the setting of your banking.  

 

  1. Go to the Help icon.
  2. Choose Talk to a human.
  3. Enter "Talk to a human" again in the search bar.
  4. Select I still need a human, then click Contact us.
  5. Click either Get a callback or Send a message to start a conversation.    

Take note to make sure you can get connected to our support team on time. You can reach them every Monday to Friday from 6: 00 AM PST to 6:00 PM PST. Then, until 3:00 PM PST every Saturday.    

 

You may check out these articles for reference: 

 

  

I'd like to know how you get on after trying the steps, as I want to ensure this is resolved for you. Please reply to this post and I'll get back to you. You have a good one. 

Jessie13
Level 2

Credit card subaccounts not uploading to parent account

Thank you. Appreciate your advice. Will follow instructions to resolve.

abcbanking
Level 1

Credit card subaccounts not uploading to parent account

Did you ever resolve this?  I'm having the same issue and QuickBooks support has so far not been able to help me at all.

MariaSoledadG
QuickBooks Team

Credit card subaccounts not uploading to parent account

Let me share some information on how a parent and sub-account downloads bank transactions, abcbanking.

 

You'll need to know how your bank sends the downloaded transactions. You'll want to connect only the parent account if the transactions download to one account. Otherwise, connect the subaccounts and not the parent account if the transactions download to the individual accounts. If the same thing happens, you can disconnect and reconnect your account. Here's how:

  1. Go to the Banking menu or Transactions menu. Then select the Banking tab.
  2. Select the tile for the bank account.
  3. Select the pencil ✎ icon, then select Edit account info.
  4. Select the Disconnect this account on 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. Click Save and Close.

Please know that you can’t connect both a parent account and its subaccounts. If you try to connect both, you’ll get a message that the account is already connected. You can also manually upload transactions in QuickBooks Online

 

Once done, you can add and match bank transactions with what you've already entered.

 

Feel free to let me know if you have questions about uploading bank transactions. I'll always be right here to help.

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