Our company has two Amex green corporate cards. We access our detail through AmericanExpress@work. I have been able to connect two individual accounts. However, that does not bring down an account balance from Amex - only transactions. How do I access a'parent account'?
When connecting two accounts, only one account can be activated by bank connection.
You may want to activate the connection of the parent account to your bank instead of the sub account. This way, the balance can will be imported within your book.
To do so, you'll have to deactivate the connection between the sub-account and the bank first. Right after, you can now activate the parent account. See the steps below for the detailed step on how you can do it:
Go to Accounting on the left side and select the Chart of Accounts tab.
Locate the sub account you consider connecting to your bank. In the Action column, click the drop-down arrow next to View register.
Select Connect bank. Enter your bank's name and follow the on-screen instructions.
Also , you may want to visit these articles. It's all about managing accounts in your book:
Please get back here if you have additional questions with this. I'm right here to assist you more and help you figure things out! I hope you're good! Take care!
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