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Kathy GreenBudBooks
Level 3

QBOA -My client has 2 bank accounts & 2 Visa cards from Bank of Amer. Transactions for 1 bank acct keep showing up in 1 credit card when I update. How to prevent?

 
Solved
Best answer September 26, 2020

Best Answers
JonpriL
Moderator

QBOA -My client has 2 bank accounts & 2 Visa cards from Bank of Amer. Transactions for 1 bank acct keep showing up in 1 credit card when I update. How to prevent?

Hello @Kathy GreenBudBooks,

 

We can prevent the transactions from coming up into the wrong account by changing the accounting set up of your client's banks and credit cards. I want to ensure that they're set up correctly so you can track them into the correct account.

 

To start with, are the accounts entered as parents or sub-accounts? If so, remember to connect only the account where the transactions are transferred into from the financial institution. To learn more about this setup, you can consider reading this article to learn more: About bank or credit card subaccount setup.

 

If they're not set up as parent or sub-accounts, remember to associate the account the same as what is created from the chart of accounts. You can review the setup by following the steps below.

  1. From the Banking or Transactions menu, select Banking.
  2. Find the bank or credit card account you wanted to review.
  3. Select the Pencil icon.
  4. Click Edit account info.
  5. Make to associate each account correctly.

In addition, here's an article you can read to understand more about the steps above: Connect bank and credit card accounts to QuickBooks Online.

 

Lastly, here is also an article for the troubleshooting steps in case you receive an error message when updating your client's bank or credit card accounts: What to do if you see a bank error or bank transactions won’t download?

 

Stay safe and leave a comment below if you have any other questions. I'll be around ready to help.

View solution in original post

1 Comment
JonpriL
Moderator

QBOA -My client has 2 bank accounts & 2 Visa cards from Bank of Amer. Transactions for 1 bank acct keep showing up in 1 credit card when I update. How to prevent?

Hello @Kathy GreenBudBooks,

 

We can prevent the transactions from coming up into the wrong account by changing the accounting set up of your client's banks and credit cards. I want to ensure that they're set up correctly so you can track them into the correct account.

 

To start with, are the accounts entered as parents or sub-accounts? If so, remember to connect only the account where the transactions are transferred into from the financial institution. To learn more about this setup, you can consider reading this article to learn more: About bank or credit card subaccount setup.

 

If they're not set up as parent or sub-accounts, remember to associate the account the same as what is created from the chart of accounts. You can review the setup by following the steps below.

  1. From the Banking or Transactions menu, select Banking.
  2. Find the bank or credit card account you wanted to review.
  3. Select the Pencil icon.
  4. Click Edit account info.
  5. Make to associate each account correctly.

In addition, here's an article you can read to understand more about the steps above: Connect bank and credit card accounts to QuickBooks Online.

 

Lastly, here is also an article for the troubleshooting steps in case you receive an error message when updating your client's bank or credit card accounts: What to do if you see a bank error or bank transactions won’t download?

 

Stay safe and leave a comment below if you have any other questions. I'll be around ready to help.

View solution in original post

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