Skip to main content
M
MARZIEH-FARAJI
April 19, 2025
Question

a year ago, we purchased an account. The primary account is registered under the number [PII Removed] and linked to the email [PII Removed] .

  • April 19, 2025
  • 1 reply
  • 0 views

We also have a secondary account associated with the email [PII Removed]. Recently, we’ve noticed that these two accounts seem to have become disconnected. Any data entered into the secondary account is not visible in the primary account, and vice versa. It appears they are no longer linked as they were originally intended. Could you please investigate this issue and help us re-link these accounts so that they function as part of the same system?

1 reply

L
LollyNino_C
April 19, 2025

You got me, Marzieh. I'll provide information about linking bank accounts and how to manage this scenario.

 

When a sub-account is linked to a parent account, check the configuration of your main account associated with online banking to ensure it accurately includes the related sub-accounts. Review the second account to confirm it's still linked to the primary account in the Chart of Accounts (COA). If it's disconnected, promptly relink the sub-account to maintain continuous synchronisation.

 

Additionally, please ensure that you download transaction data efficiently for both the parent and sub-account. Effectively managing these downloads will greatly enhance the streamlining of your financial tracking.

 

For more information, refer to the About Bank or Credit Card Subaccount Setup article. This resource provides detailed guidance on managing sub-accounts seamlessly.

 

For additional reference, you can visit these links to guide you on how to categorise your transactions and reconcile your account flawlessly:

 

 

If you meant something else, you can always swing by here if you need further assistance managing your bank account. I'm always here to help.

Terms & ConditionsAccessibility statement