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MaryLandT
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Yes, you don't need to connect the parent account for online banking, Carlos37.

 

You can download transactions from the parent account, then manually import them to QuickBooks. The system won't let you connect both the parent and its sub-accounts for online banking.

 

To import bank transactions, here are the steps: 

 

  1. In QuickBooks Online, go to the Banking.
  2. Select the Link account ▼ drop-down and then Upload from file.
  3. Select Browse, select the file you downloaded from your bank, then click Next.
  4. On the QuickBooks account ▼ drop-down, choose the account you want to upload the transactions into, then click Next.
  5. Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks, then select Next.
  6. When you're ready, select Let's go.

Now that your transactions are in QuickBooks, it's time to match and categorize them. The transactions go into your accounts after you review them.

 

The final step is to reconcile them. This ensures your books are accurate and there aren't any duplicate transactions.

 

Keep me posted if you need anything else with your bank entries. I'll be right here to help you.

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