Making a credit card a sub-account after the fact

userhoward · ‎February 28, 2021

We connected one of the credit cards (X-CC USER)

and then classified all of the transactions,

before realizing that it should have been a sub-account to the

master Credit card account (XX-MASTER ACCOUNT)

Tried to make the (X-CC USER) a sib-account of (XX-MASTER ACCOUNT) and got a message that it

Something’s not quite right

You can't change the parent of this account to (XX-MASTER ACCOUNT) because it or its parent is already set up for Online Banking or Web Connect.

Looking for tips on how to fix this without having to start over again..

JenoP · ‎February 28, 2021

Hi there, userhoward.

Certain restrictions apply when changing or managing accounts in the Chart of Accounts. Online Banking is one of them. Accounts can't be changed or turned into sub-accounts if one or both are already connected.

In this case, you'll need to disconnect the account. Then, re add it as a sub-account before connecting to Online Banking again. Here's how:

Go to the Banking menu and proceed to the Banking tab.
Select the account that needs to be changed to a sub-account.
Click the pencil ✎ icon, then select Edit account info.
Select the Disconnect this account on save checkbox.
Click Save and Close.

You can also check out these articles for additional reference:

Don't hesitate to reach out to us again if you have follow-up questions or if you need help again in the future.

View solution in original post

JenoP · ‎February 28, 2021

Hi there, userhoward.

Certain restrictions apply when changing or managing accounts in the Chart of Accounts. Online Banking is one of them. Accounts can't be changed or turned into sub-accounts if one or both are already connected.

In this case, you'll need to disconnect the account. Then, re add it as a sub-account before connecting to Online Banking again. Here's how:

Go to the Banking menu and proceed to the Banking tab.
Select the account that needs to be changed to a sub-account.
Click the pencil ✎ icon, then select Edit account info.
Select the Disconnect this account on save checkbox.
Click Save and Close.

You can also check out these articles for additional reference:

Don't hesitate to reach out to us again if you have follow-up questions or if you need help again in the future.

View solution in original post

userhoward · ‎February 28, 2021

Worked like a charm. Thank you so much.

Now all we have to do is figure out the convoluted way that payments are applied by BOA.

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Making a credit card a sub-account after the fact