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Level 1

I have 3 different employees with their own credit card for my business credit card. each one has different last 4 didits. How to distinguish the download transactions?

 
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QuickBooks Team

I have 3 different employees with their own credit card for my business credit card. each one has different last 4 didits. How to distinguish the download transactions?

I have a way on how we can identify each employee's credit card transactions, jackiekbird. 

 

We just have to add each employee's credit card as sub-accounts to your business credit card. After that, we can connect their bank accounts for online banking. This way, it'll be easy for us to group their transactions. 

 

If the business credit card is already added in the Chart of Accounts, we can proceed in adding the employee's bank as sub-accounts. Let me show you how to do it:

  1. In the Chart of Accounts page, select the New at the upper-right, 
  2. Select the correct Account and Detail type. Let's make sure that it has the same type with the business credit card. 
  3. Enter a specific name to identify that it's for the first employee. 
  4. Click the Is the sub-account box and select the business credit card account (parent account). 
  5. Hit Save and Close.

Please do the same steps for the other 2 employees. I've added a screenshot on how it'll look like in our Chart of Accounts. 

Then, we can activate their credit card account in the Banking page just how we connected the Business Credit Card. When we reach the Which account we want to connect? section, choose and click the correct employee credit card we just created in our Chart of Accounts. Now that they're accounts are connected, their transactions will automatically download which you can categorize them. It's easy for us to group them. 

 

Let me know if you have other questions. I'll be happy to help you out! 

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