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M
Marquette
January 18, 2024
Question

Why isn't a new subaccount for credit card that I have set up showing up in Bank Transactions?

  • January 18, 2024
  • 1 reply
  • 36 views
I have other subaccounts and they are showing up.

1 reply

G
GenmarieMQuickBooks Team
QuickBooks Team
January 18, 2024

Welcome to the Community space,

 

I am here to provide some insights into why your credit card subaccount isn't showing in your Bank Transactions tab in QuickBooks Online (QBO).

 

When you create a credit card subaccount to your parent account and for this subaccount to show in the Bank Transactions tab, you'll need to connect it to online banking. 

 

It is also important to note that, you can't connect both the parent account and subaccount to one bank. If you try to connect both, you'll get a message that the account is already connected.

 

If you already connected your subaccount to online banking but it's still not showing, I suggest logging in to your QuickBooks Online account using a private browser. To do so, press this shortcut key on your keyboard:

 

  • Google Chrome: Ctrl + Shift + N
  • Mozilla Firefox: Ctrl + Shift + P
  • Safari: Command + Option + P

 

If this doesn't work, you need to clear the browser's cache so the system can start fresh. If you get the same result while using a private browser, I suggest switching to a different supported browser.

 

Furthermore, I'm adding this helpful article as your reference in uploading and importing your bank transactions to QBO: Manually upload transactions into QuickBooks Online.

 

Come back to this post if you have other concerns about your subaccounts in QuickBooks Online. I'll be here to lend a hand. Have a good one!

M
MarquetteAuthor
January 18, 2024

The new credit card is still not showing up in Bank transactions after trying everything you mentioned.  The other subaccounts are, so switching to a different browser is not the solution.  I have confirmed with the bank that the new account is being shared with Quickbooks

J
JanbonNQuickBooks Team
QuickBooks Team
January 18, 2024

Thanks for the prompt response, @Marquette. I appreciate the additional details you've shared. I understand the importance of successfully connecting your credit card account to QuickBooks Online (QBO). I'm here to provide additional details.

 

To begin, ensure that your credit card is connected to online banking. You can easily check this by going to your Chart of Accounts. Here's how:

 

  1. Go to the Gear icon, and choose Chart of accounts.
  2. Navigate to your credit card account.
  3. In the ACCOUNT TYPE and DETAIL TYPE columns, there should be an arrow.

 

Furthermore, to properly connect your subaccount, you need to know how your bank sends the downloaded transactions. If the transactions download to one account, connect only the parent account. If the transactions download to the individual accounts, connect the subaccounts and not the parent account. 

 

Please note that you can’t connect both a parent account and its subaccounts. If you try to connect both, you’ll get a message that the account is already connected.

 

Moreover, can you please tell us the name of the credit card you are trying to set up?

 

After successfully connecting your credit card to QBO, make sure to reconcile it to keep your books accurate and up to date.

 

Return to this thread if you need further assistance with your bank connection. The Community is available 24/7 to assist you. Have a great day!

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