Hello,

I've been using QB Online to manage our companies' finances for a while, with no issues. We bank through SunTrust which is now Truist, and during the merge, have had issues on both the Truist end and the QB end.

All of our employees have personal credit cards, which are sub-accounts of the Control Account Card (or Parent account in QB). Under banking, I only pull the records from the Control Account, but then categorize them in expenses as one of the sub-accounts for their personal cards. This worked fine because SunTrust displayed all transactions under the Control Account. 
Truist wasn't doing this. The Control Account only showed the total balance on all the cards and any payments made toward that balance. I had to enter into each individual's card to see the transactions. We made them aware of this bug and they have since fixed it. I now can retroactively see all transactions in all control accounts in Truist, but QB still isn't displaying them retroactively, only the transactions made after the fix (mid April). I tried un-linking and re-linking the account, and changing the date to pull transactions from with no success. The control account card still only shows payments made. So I have hundreds of un-reconciled transactions from those months. Because of this, I tried to link the CC sub-accounts in QB banking to pull the transactions, but QB won't let me because "The account, xxxx, has a parent account that is already connected to an account at one of your banks." I understand the logic behind this, as when banks behave properly, this prevents duplicate transactions from being pulled, but I'm frustrated that there doesn't seem to be an option to tell QB to do it anyway since Truist was behaving illogically for a time.

Is the only solution un-linking the control/parent account? I don't want to do this because then I lose the ability to track all my CC payments, but that would be better than not tracking any other transactions... Can I un-link the parent account, link all the subaccounts and record their transactions, and then un-link them and re-link the control account? Along that same track, is it safe to un-link my SunTrust accounts now or will that screw up the categorized/reconciled transactions in the past?

Thanks,

Elle