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dufek  construction
Level 1

linking multiple credit card accounts

I have multiple credit card accounts and want an employee card to be a sub account of the main account since all charges come through on one statement for reconciliation. QB Online not allowing this to happen, stating the accounts are already linked with the bank.

 

Have the QB account set in Accountant mode. 

 

Any suggestions?

 

 

 

 

1 Comment 1
Mich_S
QuickBooks Team

linking multiple credit card accounts

I see you're trying to add multiple accounts to QuickBooks Online, @dufek construction. I want to share some information with you concerning the procedure.

 

Creating a parent account, then entering each card as a subaccount under it, is the most common way to set up a bank account or credit card account with multiple accounts connected to it.

 

If you haven't created the parent account yet, follow these:

 

  1. Open the Settings page. 
  2. Select Chart of Accounts, then click on New account.
  3. Choose an account type from the Save account under drop-down.
  4. Fill out all necessary information.
  5. Once done, click on Save.

 

You can then proceed to create the subaccounts. The parent and subaccounts would appear as follows:

 

 

Lastly, if everything is all set you can browse this guide about matching your balances in QuickBooks: Reconcile an account in QuickBooks Online.

 

Feel free to comment back if you need extra help with banking or QuickBooks in general. We'll make sure to reply as quickly as we can. Have a good one!

 

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