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mardi1
Level 1

Does QB Online allow you to have 2 different CC numbers under the same bank reconciliation. Both of our owners have separate cards that are under the same cc account.

 
1 Comment 1
JasroV
QuickBooks Team

Does QB Online allow you to have 2 different CC numbers under the same bank reconciliation. Both of our owners have separate cards that are under the same cc account.

Yes, it does, Mardi.

 

You'll want to add the other credit card (CC) account as a sub-account. This way, you'll have 2 different CC numbers under the same bank. I'd be glad to walk you through the steps. Here's how:

 

First, let's create a credit card parent account:

 

  1. Log in to your QuickBooks Online (QBO) account.
  2. Go to the Accounting menu.
  3. Select the Chart of Accounts tab.
  4. Click New.
  5. Fill in the necessary fields, then click Save and close.

 

Next, let's set up the other credit card account as sub-accounts:

 

  1. On the Chart of Accounts page, look for the credit card account.
  2. Click the View register drop-down arrow, then select Edit.
  3. Tick the Is sub-account box, then select the parent account. 2.PNG
  4. Click Save and Close.  2.PNG

 

You can also see these links for more details:

 

 

I'm also attaching these resources that you can utilize for guidance. These provide steps on how to automictically download your transactions and reconcile them:
 

 

You're always welcome to get back to me if you have other questions about adding accounts to your chart of accounts. I'd be more than happy to work with you again. Have a good one and keep safe!

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