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K
Knee555
May 3, 2018
Question

Bank Feeds

  • May 3, 2018
  • 1 reply
  • 0 views

Hi

I am getting this message when trying to set up bank feeds :-

Cash on hand is already linked to a bank feed. Select a QuickBooks account without an existing bank connection.

I do not know of ny other feeds from the account. I did try Xero for a short time and set up bank feeds but deleted the account. Any help please?

Kevin

    1 reply

    JamesC
    JamesC
    May 4, 2018

    Hi Knee555 (Kevin)

     

    Sounds to me like you've already got the bank feed linked to an account, the Cash On Hand Account. Can you run the following steps for me:
     

    1. Click on Accounting on the left hand side
    2. Find the Cash on Hand Account, click the small black arrow next to Account History, and select "Edit Account"
    3. Put a tick in the box "Disconnect this account on save" and then Save & Close

    At this point, go back into the bank feed and try again.

     

    When you've put in your online banking information and answered any security questions, it should give you the option to select an account to link the feed up with, you should select the correct bank account in QuickBooks, if you've not yet created the bank account to link it too, you can create it at this point.

     

    If you still get the error message, let me know please.

     

    Thanks,

    K
    Knee555Author
    May 4, 2018

    Hi

     

    I do not have a box "Disconnect this account on save". I am using Quickbooks Online.

     

    Kevin

    A
    Anonymous
    May 4, 2018

    Hi Knee555,


    Thank you for getting back in touch.

     

    You should also be able to disconnect the account on the Banking screen.

     

    Please click the Banking tab, then the little Pencil icon in the blue box, then Edit account info. You will then be able to tick the box next to Disconnect on Save.

     

    Please let me know if there is anything else I can help with. :)

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