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Account management
Hey there, @NJPHTX.
Are you trying to set up a bank or credit card account with multiple subaccounts with your Chase bank account?
If so, the steps provided above are applicable to your bank account. You can create a parent account and then have each individual card set up underneath as a subaccount in QuickBooks Online. This way, it would be easy for you to reconcile your accounts in QuickBooks.
To view transactions specific to one of the subaccounts, run a report for that subaccount. To see all of the transactions for the parent account and for each subaccount, run the report at the parent level.
If you still need to set up the parent and subaccount, simply follow the steps provided by my colleague MarsStephanieL. Or else, check out this article for complete guidelines: How to create subaccounts to keep your chart of accounts organized.
Additionally, here are other things you can do to keep your accounts in order:
- Remove accounts you no longer use
- Use account numbers if you have an extensive chart of accounts
Should you have any follow-up questions or concerns, don't hesitate to post again here in the Community or leave a comment on this thread. Take care and have a good one.