Hi OneWorldGeo,

I'm here to share more information about linking a sweep account to an original account.

Since QuickBooks Online spontaneously detects entries, we're unable to tie together the sweep account to it since it can't automatically track transactions.

With that, it's advisable to set up the sweep account as a separate one so you can process the fund from the original account to sweep and vice versa. However, I'd suggest reaching out to your accountant on how you can set up the sweep account as a sub-account.

Moreover, I've added this article as your guide in ensuring your accounts match your bank and credit card statements: Reconcile an account in QuickBooks Desktop.

I'm just around whenever you have banking concerns.