Hey there, @slhoerichs.
I’d be glad to help you view the transactions under your parent account.
It’s possible that you’re not seeing any transactions under your parent account because of the date. You’ll need to change the date on your balance sheet. Let me show you how:
- On the left panel, click on Reports.
- Look for Balance Sheet on the search bar.
- Under the Report period drop-down, choose All Dates.
By filtering the Report period, it allows you to view transactions recorded on the account from any date.
You can also click on the Customize button on the Balance Sheet report to add more columns for a more detailed view. Once done, you can click on Save Customization to save the report to your Customer Reports tab.
Let me know if you have any other concerns. I’ll be happy to assist you.
