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Susan607
Level 5

Bank feed changed by bank

Hello Community,

 

I have a parent account of Bank with two sub accounts Acct 1 and Acct 2.  Before the change both feeds came in under their account numbers from the same feed under the name of Bank which had one feed.  There are now two feeds.

 

Bank has a different feed under digital banking. It shouldn't be getting a feed since it' a parent account.

It's a whole new business website that the feed connects to with digital banking.  

 

Acct 2 imported fine with its unique acct. number using the old feed.  I can't get Acct 1 which also uses the old feed to import because the import goes directly to the parent acct. Bank.

 

Bank has a connection to the new digital feed and the same account number as Acct 1. So even if I identify that I want to import into Acct 1 when the import comes in the imported transactions go into the parent acct. Bank instead.

 

Should I disconnect Bank from the online feed?  And should both Bank 1 and Bank 2 be disconnected and then reconnected to the new digital feed?

 

PS Is there a quick way to delete all the download transactions to the acct. for Bank which have not been brought into the register yet?

 

Thank you for all of your help.  It is much appreciated. -Susan

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