bculp818
Level 2

Banking

I understand I can only link a parent or sub-account and not both.  I'm trying to confirm if Capital One actually allows you to connect the sub-account or only the parent.  Or if Capital One does allow you to connect the sub-account, will it allow you to connect more than one sub-account?   My understanding is that Capital One will only allow one connection/feed per parent account, regardless of whether you try to connect at the parent or sub-account.  Further, I understand this to be a different capability than say AMEX or Chase.  I'm not looking for a recommendation in credit card/banks, but simply trying to confirm if the above is accurate. 

 

From one of the articles provided below, it's stated "Before connecting to Online Banking, 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."    So what I think I'm asking is if someone can verify that Capital One banks sends the downloaded transactions to only 1 account, not the individual sub-accounts.  Is there a "cheat sheet" of major financial institutions and how they download transactions into QBO?