You need to determine how your transactions download before connecting to online banking, kdorey. Allow me to discuss this further to keep you guided.
Connecting both parent and sub-account in QuickBooks Online will result in an error. You can only link the parent account if your transactions download to one account. If entries download to individual accounts, ensure to link the sub-accounts instead. For more information, please refer to these materials: About bank or credit card subaccount setup.
However, you can visit your bank's website to check for any messages, notifications, or alerts about ongoing maintenance or updates if your accounts are accordingly set up. Any updates on your bank can also cause issues with your bank connection.
If everything looks good on their end, sign in to your company using a private window to reconnect your account. Corrupted cache files cause unexpected behaviors, affecting your bank feed experience. You'll want to refer to these keyboard shortcuts depending on your browser:
- Google Chrome: Ctrl + Shift + N
- Safari 11 or newer: ⌘ + Shift + N
- Mozilla Firefox: Shift + Ctrl + P
- Microsoft Edge: Ctrl + Shift + N
Additionally, ensure to use a supported and updated browser. This helps prevent any troubles when navigating the software to maximize your experience.
If the issue persists, I recommend contacting our customer support team for further investigation. With their tools and expertise, they can identify the root cause of why supplemental accounts get disconnected in the delegate connection to provide the most appropriate fix.
In the meantime, you can continue downloading your transactions from your bank and import them into QuickBooks. With this, format your data in the CSV file accordingly to avoid related discrepancies.
Moreover, categorize your financial dealings and match existing entries for accurate reporting and tax calculation. After that, reconcile your accounts to match them with your actual statements, keeping them balanced.
Should you require further assistance setting up a bank connection in QuickBooks Online, we're just around the corner to help. You can leave your queries below, and we'll revert to this thread in no time with all the relevant data and resources you need.
