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QuickBooks Online Tutorial: Connect a Credit Card with multiple sub-accounts u0026 How to reconcile it

Кадры QuickBooks Online Tutorial: Connect a Credit Card with multiple sub-accounts u0026 How to reconcile it

Описание QuickBooks Online Tutorial: Connect a Credit Card with multiple sub-accounts u0026 How to reconcile it

Коментарии QuickBooks Online Tutorial: Connect a Credit Card with multiple sub-accounts u0026 How to reconcile it

My credit card account for some reason stopped downloading a couple of months of transactions but shows transactions before and after this period Is there any way to have the account download the missing transactions if it isn't doing it when I click update? The bank is currently connected as it is downloading the latest transactions I would like to not manually upload the statements Thanks! Comment from : SQM Investments

TYTYTYTY!!!!! Comment from : Michael Lilly

Several calls and texts with Intuit - never could they have made it this simple, or even understood the question - THANK YOU SO MUCH!!!! Comment from : Essential Therapies Day Spa

What happen if the subaccounts were not created under the parent account but as main account instead? I am trying to edit them and get a warning from QB saying " You can't change the parent of this account because it or its parent is already set up for online banking or Web Connect" Do I need to reconcile each card individually or there is a way to fix this? Comment from : Jenny Peralta

If I set the end date and amount to reconcile, and the auto payment comes in two weeks later for that month, how can I get to zero Comment from : Steven Tamer

Ugh, Bank of America will only let me download the main account and one sub account, I have two total sub accounts Is there a wa other than journal entries to download the second sub account? Comment from : James Ward

Thank you! So helpful! Comment from : Rebecca Rehbein

great video, thank you! question, I already connected my Visa to QB so now I have 5 different credit card accounts I have tried to "edit" them but it will not give me an option to make them a sub account do I start over or can I edit Credit Card accounts to become sub accounts? Comment from : Team Equitate

My payments all are being applied to the parent account and the sub accounts just keep running a balance that keeps increasing Do you have to do a journal entry to zero out each sub account after you reconcile? Comment from : Adia Hocker

Very very thank you sir this vedio helpfull for me 🙏🙏 Comment from : sanjay kumar

Thank you! Comment from : emskywalker182

I have a Bank of America card that has main CORP account with a sub account card 1 What happens if my accountant didn't first set up this way (currently each card is setup as main account) when I try to go add card 1 as sub under CORP it doesnt allow me to Comment from : Viktor Poliashov

Has anyone figured out how to fix the growing balances on the sub accounts? My balance sheet is showing large credit card balances which are not accurate Help Please Comment from : Adrianna Gallegos

what do you do when you add new cards or someone gets a replacement card because there was fraud on the account? Comment from : Megan Donohue

After connecting your bank cc and creating all the sub cc accounts; Can you assign an employee their cc sub account so they can categorize their own expenses, assign to projects, upload their receipts for the cc charges Comment from : NorthinFL

This video helped so much! Thank you Comment from : Esther Kalande - Founder

What if the credit cards have an existing GL account? I "disconnected" each card because credit card credentials changed for an employee responsible for this task And I want to re-connect without creating new GL Codes because the CC holders did not change Comment from : Cindy Alvano

Do you still do seminars? If yes how do I sign up? Comment from : D Long

You are a life saver I have been trying for two days to figure out how to combine multiple chase cards Your step by step instructions were so much better than quickbooks Thank you so much !! Only wish I had found this earlier Comment from : D Long

Life saver!! Comment from : Kristin Flores

Very informative video I have one question for you, how do we add a new CreditCard sub account after it has been set up I know how to add but what about connecting to bank? Comment from : Ron Strode

How do I offset my credit card receipts from sales?brWhen I do a P&L the sales and cc receipts combine to double my sales and my report is completely wrong Thank you Any reply is greatly appreciated Comment from : C Ger

Ok I have a parent account and set up a sub account, however, the sub account transactions are not showing up I must hand enter the sub account transactions to reconcile Please advise Comment from : Kim Albonico

Thanks a lot Comment from : Scott Nashland

Is is possible that some credit cards will not download into subaccounts? I have it set up with 1 parent account and 8 subaccounts but everything goes to the parent account Comment from : Kelly Pellegrino

I started my quick books now on 1-11-21 I want to start as of January 1-st I already downloaded bank and credit card info it goes back past thatbrCan I change it? Comment from : Patio covers by lightning raingutters fresno Ca

Thank you for the videos you are making I really appreciate it I have a question how do you record a cc declined fee? Lets say a customer owes you $200 and they pay through credit card mx merchant The amount is declined How do you record the declined fee of $35 in qbo? Thanks Comment from : I self

sub-accounts is equivalent to "extension card" of the primary Cardholder? Comment from : Ma Merma Nepomuceno

Whew! I finally got my questions answered with this video! Comment from : Hope Cordova

How do you look at the statement to copy and paste the initial balance? do you have it on the computer? or is it in the same quickbooks? Comment from : Amary Varela

Great and thorough walk through of difficult setup and reconcile for multi card accounts Really outstanding Comment from : Laird Foshay

I'm saving this vid for future references I like your mic, sounds greeeeat Comment from : Sunshine Accounting

I have reconciled the parent credit card account but how do I get the sub accounts to show they are reconciled also? Comment from : Catherine Pottle

How to modify the credit card beginning balance? Comment from : Bera

Great video but I'm having problems, when I try to do it QB says "The account has a subaccount that is already connected to an account at one of your banks" I'm guessing my checking account? I only connected my Checking and I am now trying to add the credit card Any advise? Comment from : Mabel Martinez

Awesome- I needed this video Thanks! Comment from : kinjalsachde

How do you correct the fact that the sub credit card accounts will have incorrect balances as you use it, even after you reconcile? Comment from : Julie Ferraz

This video was what I needed for months, Thank You Does it matter that the "bank balance" and "in QB" do not match? The subaccount balances keep going up and up What can be done to get the balances to match? Comment from : robin ursitti

I have a problem with AMEX cc with multiple users in one CC How do I connect multiple CC users in QB? In Amex, it just highlights the name of the main CC user Please let me know Thanks!! Comment from : AN

I think I may have made a mistake I downloaded the bank card from Jan 1, 2020 My bank statement is Dec 12, 2019, to Jan 11 2020 Can I disconnect the account from the bank, reconnect and redownload from the 12th of Dec? Comment from : Tony Falcone

How would you account for discounts? Comment from : A Needlepoint In Time

Oh wow! I needed this video I’ve been looking for this answer for about a week now Thank you! Comment from : Aleemah Spence

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