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Join nowWhen I set up my online banking - I could see the employee credit cards as seperate accounts and I tried to map them but I got an error saying they were assosicated with the main account so I had to uncheck them. Then when I synced my transactions - the employee charges didn't download under the main account?
When trying to map my employee cards to a sub account of the main account, I get this error:
I'm here to share some insights about connecting multiple credit cards from a single account, Josh E.
When we connect our credit cards to QuickBooks, we'll have to know how your bank sends the downloaded transactions. If the transactions are downloaded to one account, then we'll have to connect only the parent account. If the transactions are downloaded to each individual account, then that's the time that we'll have to connect both parent and subaccount.
There are banks that show the overall bank balance at each subaccount level. This happens because the bank provides us with a static balance of the entire account, not the balance of each account. We;ll have to take note that your financial institution controls what and how information is received by QuickBooks.
To get those employee charges, we'll be doing a manual update on the parent account. Before diving in, let's disconnect the subaccount first.
Here's how to update your bank account:
In reconciling your credit card, we only need to reconcile the parent account since all the transactions in the subaccounts are rolled up into it.
Don't hesitate to go back to this thread if you have further questions about parent and subaccount setup. I'll be right here to keep helping.
The sub accounts aren't connected because it won't let me. My bank is only downloading the transactions from the main account and not the individual sub accounts. Please advise.
Hi @Josh E,
Let me give you insights on how QuickBooks Online works with bank feeds.
Here are the two ways on how your banks sends the downloaded transactions to the program:
You'll need to connect the parent account only if the transactions download to one account. In addition, you'll need to connect the sub-accounts and not the parent account if the transactions download to individual accounts.
If you try to connect to both, you will receive a message that the account has already been connected to QuickBooks Online.
When you reconcile, you only need to reconcile the parent account because all transactions in the sub-accounts roll up into it.
Don't hesitate to comment down below if you need further assistance, Josh E. Have a good one.
I tried adding the employee card as a separate account and it allowed me to set it up but then when I went it to edit it and make it a sub account of the master, it keeps giving me this error?
I appreciate the steps you've tried, Josh E.
I'm here to help you sort this out. Let's start by disconnecting the parent account and then manually add the transactions under its parent account.
Here's how to disconnect an account:
Now, manually record the employee's charges to the parent account.
You can check out these articles for your guide:
If there's anything else you need, please don't hesitate to comment below. I'd be glad to help you out.
I would like to piggy back to this if I may. I am only able to connect to the parent account, but I need to be able to see show the breakdown of each sub credit card account. How can I do this once I connect to the main account? And how will I be able to apply payment each month?
Hi @L27,
I'm here to assist with your query about managing your parent and sub credit card accounts.
Given that you've already connected your parent credit card account, you can proceed with creating the sub-accounts for it.
As for the breakdown of the transactions for the individual sub-accounts, I suggest viewing your bank statement. This will be your best reference for your bank transactions.
You can exclude your bank transaction from the parent account if you wish to see it on its specific sub-account.
Here's how:
Next, manually upload your bank transactions to the specific sub-account. This way, the balance of the sub-accounts will roll up to the parent account. Which in turn means that your parent account's balance will match your actual credit card balance.
To confirm this, you can reconcile the parent credit card account. See this article for the steps: Reconcile an account in QuickBooks Online. It's a step by step guide that can walk you through the process, along with screenshots for your reference.
Feel free to leave a comment below if you have any other questions. I'll be sure to get back to you.
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