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Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.

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AileneA
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I can see you're having difficulty connecting your bank accounts to QuickBooks Online, Keyla.  Allow me to ensure that you'll be able to get back to working and resume managing your business.

 

Before we proceed, it's important to understand how your bank sends the downloaded transactions.

 

If your bank downloads transactions to a single account, connecting only the parent account in QuickBooks Online is best. This way, all the transactions will be captured in one place, making management and reconciliation easier.

 

On the other hand, if your bank downloads transactions to individual subaccounts, it's recommended that the subaccounts be connected directly to QuickBooks Online. This ensures that the transactions are accurately recorded in their respective subaccounts, maintaining the proper categorization and organization.

 

By following this approach, you can ensure that the downloaded transactions are correctly assigned to the appropriate accounts within QuickBooks Online. 

 

In addition, keep in mind that you only need to reconcile the parent account because all transactions in the subaccounts roll up into it. 

 

Feel free to visit this article for more information about The bank or credit card subaccount setup.

 

Also, you can contact your bank's customer support if you need help with how your bank sends the downloaded transactions. They can provide information on how the transactions are structured and guide you on the best way to connect your accounts in QuickBooks Online. 

 

For your reference, you may refer to this article on how you can review downloaded bank and credit card entries by matching or adding them to put in the correct accounts: Categorize and match online bank transactions in QuickBooks Online.

 

If you have any further questions or need additional assistance with connecting parent and subaccount, please don't hesitate to let us know. We're here to help. Have a great day!

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