Hi there, Nikki. I'm here to share with you some information about linking a subaccount into QuickBooks Online (QBO).
You won't be able to connect both the parent and subaccounts in QBO. Since you only want the transactions of the credit card subaccount to be linked and downloaded into QuickBooks, you should only connect the subaccount, not the parent one. Linking the subaccount won't add the transactions of the parent account.
I'm adding this link to learn more about handling your parent and subaccounts in QBO: About bank or credit card subaccount setup.
To connect your account:
- Go to the Banking or Transactions at the left pane.
- Click on the Banking tab.
- Select Connect Account on the landing page if this is your first time connecting. Or select Add account or Link account if you've already created one.
- Search for your bank.
- Select Continue, then enter the username and password you use for your bank's website in the window.
- Follow the on-screen instructions to complete the process.
Once your account is connected, the system will automatically download the bank transactions so you don't have to enter them manually. From the Banking page, approve and categorize them accordingly. You can use this article as your reference: Categorize and match online bank transactions in QuickBooks Online.
After that, make sure to reconcile your account to match the transactions record in QuickBooks to your bank statements.
If you have any other follow-up questions about connecting your credit card account to QBO, let me know by adding a comment below. I'm more than happy to help. Wishing you a good one!
