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Level 1

Is there a way to edit credit cards and make them subaccounts of a main credit card without deleting and starting over? Feeds are being downloaded already.

 
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Level 1

Is there a way to edit credit cards and make them subaccounts of a main credit card without deleting and starting over? Feeds are being downloaded already.

ETA: I have already tried editing the credit cards that should be set up as sub-accounts but I get the following error message: Something's not quite right. You can't change the parent of this account because it or its parent is already set up for Online Banking or Web Connect. I couldn't post the entire issue in my initial post due to space limitations. We have 3 cards, one is the main one, but all three are connected and downloading into QBO. What is the best way to fix this, since editing the two that are sub-accounts doesn't seem to be possible.

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QuickBooks Team

Is there a way to edit credit cards and make them subaccounts of a main credit card without deleting and starting over? Feeds are being downloaded already.

I'd like to share some information about this process, hfulford14.


You will get this error when both accounts are connected to online banking. Since you're unable to connect the sub-account to the main account, you can either do the following:

 

  • Disconnect the main account if transactions are downloaded to the individual credit card accounts. 
  • Disconnect the sub-account if the transactions are download to the parent account. 

I've got an article here that discuss more about the process: About bank or credit card sub-account setup.

 

Note: Disconnecting an account will remove all of the downloaded transactions in the For Review section. Please make sure to categorize the transactions before following the steps below, so the data will be added in QuickBooks Online. 

 

Here's how you can disconnect an account:

 

  1. On the left panel, select Banking.
  2. In the Banking page, select the credit card account you want to disconnect and click the pencil icon.
  3. Select the Edit account info button.
  4. Put a check mark on the Disconnect this account on save box.
  5. Click Save and Close.

I'm adding a sample screenshot for a visual guide below:

 

 

Once done, you can edit the sub-account in the Chart of Account and select the main account from the Is sub-account drop-down.

 

You can use the following articles for reference: 

 

 

Please reach out to me if you have any other questions and I'll get back to you the soonest. Have a good day!

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Level 1

Is there a way to edit credit cards and make them subaccounts of a main credit card without deleting and starting over? Feeds are being downloaded already.

RenjolynC,

 

Thank you for your help. I have read the article you referenced, however, that was after the accounts had already been added to quickbooks and connected to the bank. As it stands now, there are 3 different accounts each getting a download feed into QBO. Even though the main account is named as such, and the other two are technically sub-accounts, they are each being downloaded individually. If I disconnect the two sub-accounts (after I add those transactions to QBO), and then go in and mark them as sub-accounts, will I be able to simply have them start downloading again to QBO? Or will that end up having duplicate transactions download into QBO which I will have to exclude? 

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Moderator

Is there a way to edit credit cards and make them subaccounts of a main credit card without deleting and starting over? Feeds are being downloaded already.

Hey there, @hfulford14. Thanks for getting back to us.

 

When you disconnect the and reconnect sub-accounts, any bank feed transactions in the register won't be deleted, but it's possible some duplicates of the previous 90 days worth of transactions will be pulled in. If that happens, you can exclude the transactions by following these super easy steps:

 

  1. Select Banking.
  2. On the Banking page, select the For Review tab.
  3. Select the checkboxes of the transactions to exclude.
  4. From the Batch actions drop-down, choose Exclude Selected.

 

That's it! For more information on Bank Feeds, please refer back to the resources provided by my colleague above.

 

If you have any other questions, feel free to use the Reply button below. I'll be here to help. Have a great weekend ahead!

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