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Banking
Hi there, @KarenatTraver.
When connecting a bank account in QuickBooks Online (QBO), you'll need to identify first how your financial institution sends your downloaded transactions. If it downloads to only one account, connect the main one. But if it'll download to the individual accounts, you'll need to link the sub-accounts.
To do this, create a parent account and then have each individual card set up underneath as a subaccount. Here's how to create a sub-account:
- In the left menu, click Chart of Accounts.
- Click the New button.
- Choose the account type and detail type.
- Select Is sub-account and then enter the parent account.
- Enter a name for the subaccount. You can also add a description.
- Select an When do you want to start tracking your finances from this account in QuickBooks option Note: Only some account types need this, like bank, credit card, asset, and liability.
- Select Save and Close.
For more details about this, see this article:
- Create subaccounts in your chart of accounts in QuickBooks Online
- About bank or credit card subaccount setup
Please know you can always reach out to me here for anything you need. I'll get back to you as soon as I can.