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J
JMAD1
April 10, 2023
Question

Bank Connection Problems

  • April 10, 2023
  • 1 reply
  • 0 views

I am really struggling here so I do hope someone can help.

 

There was an issue with Metro Bank, so I foolishly disconnected my account.  The problem with the Metro Bank connection has now been fixed, so I went back to connect my account.  The result, I now have two identical accounts.  I either need to merge them or delete the new one.  If I delete the new one, how do I reconnect the existing account without creating another duplication?

 

Help!!!

 

Jason

1 reply

L
LeizylM
April 10, 2023

Hi there, Jason. 

 

Allow me to share some information about your bank connection problem in QuickBooks Online (QBO). 

 

To start, you'll need to merge the duplicate bank account in the chart of accounts. Then, disconnect the new connection on the banking page. 

 

Follow the steps below on how to disconnect an account from online banking:

 

  1. Go to Bookkeeping, select Transactions, and then click on Bank Transactions.
  2. Choose the tile for the bank account, select the pencil icon (✎), and click on Edit account info.
  3. Select Disconnect this account on the save checkbox.
  4. Click on Save and Close.

 

Once done, we can connect the existing bank account through the chart of accounts. This way, it will link without creating another duplication. 

 

I've added screenshots for your reference. 

 

 

I've added this article for more tips while organizing and setting up your accounts: 

 

 

Feel free to mention my name in the comment section below if you have other questions about bank connections. I'm always here to help. Have a good one!

J
JMAD1Author
April 10, 2023

Thank you so much.  I have followed your instructions, but when I reconnect the account the option doesn't appear on the menu.  I only have EDIT, MAKE INACTIVE, RUN REPORT.

 

Please can you advise how I reconnect the account without creating a duplicate.

 

Thank you.

 

Jason

K
Kevin_C
April 10, 2023

Thanks for the prompt response, JMAD1. I'll provide additional details to help you reconnect to your bank account in QuickBooks Online (QBO). 

 

Based on your statement above, I take it that you merged the two accounts and disconnected the new one. Usually, doing that process will have the option to reconnect your bank.

 

Since the option doesn't show up, I suggest temporarily making the account inactive and then active again.

 

  1. Go to the Gear icon and choose Chart of accounts.
  2. Find the account you want to delete.
  3. Click the Action ▼ dropdown and select Make inactive.

 

After that, you can log out of your QBO account and log back in before making the account active again. Follow the steps below to make it active again:

 

  1. Go to the Gear icon and choose Chart of accounts.
  2. Select the small gear icon ⚙ next to the printer icon. Then select Include inactive.
  3. Find the inactivated account, then select Make active.

 

Once done, you can click the dropdown again if you can now see the Connect bank option to reconnect to your bank account.

 

 If you have any other concerns about reconnecting your bank account in QBO, feel free to leave a reply below. Have a good one.

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