Hi there, lingvall.
Before connecting to Online Banking, you need to know how your bank sends the downloaded transactions for multiple accounts.
If the transactions download to one account, connect only the parent account. There's no need to connect the sub-accounts.
If the transactions download to the individual accounts, connect the sub-accounts and not the parent account. Disconnect the parent account then connect the sub-accounts. Here are the steps:
- Open the register.
- Click on the drop-down arrow for the parent account and select Edit.
- Check the Disconnect this account on save box and click on Save and Close.
- Go to the Banking page.
- Select Add account.
- Choose the bank URL and sign in.
- Select the sub-account and connect.
You can’t connect both a parent account and its sub-accounts. If you do, that's the reason why you're getting an error saying the account is already connected.
Some banks may show the overall bank balance at each sub-account level. It is because the bank provides us with a static balance of the entire account, not the balance of each sub-account.
You have come to the right place to get help with banking questions, or if you need anything else. Have a great day!
