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Banking
Thank you for posting here in the community and bringing this matter to our attention, @KateS4. We wouldn't want you to go through this kind of event.
When you connect your bank account to your bank, the transactions are downloaded depending on your financial institution. If the transactions are downloaded to one account, connect only to the parent account. On the other hand, if you download to separate accounts, you need to connect the subaccounts and not the parent account.
You can't connect both accounts, or you'll get a message saying that the accounts are already connected.
Nonetheless, I suggest you manually add and record the transactions from your application to your Bank Register. Then, if you process the payments within QBO for these transactions, you can exclude them from the banking tab and manually clear them in your register.
Follow these steps to connect your subaccounts:
- To begin, go to the left menu, click the Banking option, and then choose the Banking tab.
- Once you're on the Banking page, click on Link account.
- Next, type the bank's URL into the Search field.
- After that, select your bank. If you encounter multiple options, you may need to repeat these steps to find the right one.
- Lastly, enter your bank login details on your bank's website, and then click on Continue.
Feel free to refer to this article for assistance with managing your QuickBooks accounts: About bank or credit card subaccount setup.
If the problem persists, I suggest reaching out to our Customer Care Team. They possess the necessary tools to access your account and delve into the underlying cause of the recurring issue.
To keep your accounts and bank data accurate from time to time, I recommend checking these articles for tips and guides:
If you have any further questions or concerns about connecting your bank to QuickBooks, please don't hesitate to provide the details below. I'm here to assist you every step of the way. Have a wonderful day!