Hello there, @creece26. I'm here to help you connect the credit card account in QuickBooks Online (QBO) bank feeds.
To start, the bank connected to the bank feeds will show on the Banking page of your QBO company. While those accounts you disconnect won't be able to show there.
To connect a credit card account to bank feeds, please refer to these steps:
- Navigate to the Bookkeeping menu and select Transactions. Then, click Bank Transactions.
- Select Connect account, if this is the first bank account you’ve set up. Or select Link account if you already created one.
- Next, in the search field, enter the name of the credit card.
- Then, click Continue. Sign into your bank with your user ID and password.
- Follow the on-screen steps. This might include security checks your bank requires. It could take a few minutes to connect.
For reference, check out this article: Connect bank and credit card accounts to QuickBooks Online.
On the other hand, if this is a sub-account and the transactions are downloaded to one account, you have to connect only the parent account. If the transactions download to the individual accounts, connect the subaccounts and not the parent account. You can read this link for more details: About bank or credit card subaccount setup.
Then, to manually add a credit card account in the Chart of Accounts of your file refer to these steps:
- Navigate to the Settings menu.
- Next, select Chart of Accounts.
- Then, click New.
- Choose the correct Account Type, Detail Type, and Name.
It's also recommended to perform the reconciliation process regularly to ensure the balance of your accounts in QBO matches your real-life bank statement.
I'm just around the corner to help if you have other concerns managing your credit card accounts in QuickBooks. Have a good one, and stay safe.
