So after reading a few articles I think I know what to do but I want to verify the steps.

So for the longest time I was the only with a Chase credit card.  So I created a Chart of account in QBO named "Chase CC" then under banking I connected my Chase credit card to the Chase CC chart of accounts.  I have been using it like this for 3 years and reconciled all my transactions this way. 

Last month I added a sub Chase credit card for my new hire that needs to purchase things for the business.  I was thinking that since my credit card it the primary that all his transaction would show when they sync from the bank but they don't.  I created a new "Chase Emp1" chart of accounts and made it a sub account to my "Chase CC" chart of accounts, but QBO online won't let me because primary and sub can't be sync.

So I think I have to do this;

- Create a new chart of accounts named "Chase CC Master"

- Under my "Chase CC" and "Chase Emp1" chart of accounts as sub-accounts to "Chase CC"

- Under banking reconnect my Chase accounts to "Chase CC" for mine and "Chase CC Emp 1" for my new employee.

- Everything will sync and all my previous reconciled data will still be there

Is this the right process?

Or do I need to use the "Chase CC" as the master chart of accounts since everything is reconciled to it and create a new chart of accounts to use for the sync of my account?  I think the original way above is the proper way since it is where the reconciled data lives.    I just want to make sure I'm doing it right so I don't delete my reconciled data.

Thanks

Carlos