Skip to main content
K
kate-altru
August 11, 2021
Question

Connecting bank

  • August 11, 2021
  • 1 reply
  • 0 views

Hi, 

(Using Quickbooks Online)

I have been promoted to reconnect my bank and have done it wrong. (Quickbooks call back doesn't seem to be working!) 

When I reconnected my bank it didn't offer me 'Current account' as one of the options on the dropdown menu.  So I used 'accounts receivable' which was clearly a mistake as I now have a 'current account' account with transactions up to the 30/07/2021 and an 'accounts receivable' account with transactions from the 01/08/2021.  How do I undo this and get these transactions back into the current account? And any thoughts on my the dropdown menu didn't offer me current account? (My other two accounts that I needed to relink - a prepay and a reserve account - named by me in the past) were both there and have relinked. 

Many thanks in advance!

Kate  

1 reply

A
Ashleigh1
August 11, 2021

Hello Kate-altu, 

 

Welcome to the Community page, 

 

Do you have the current account set up in the chart of accounts section? Can you send us a screenshot of the current account in the chart of accounts as well please so we can look into it more for you.  You can blank out any financial data if needed and also can you send us a screenshot of the set up of the accounts recievable in the chart of accounts section as well too please. Or alternatively you can ring the helpline on 0808 234 5337 and set up a screenshare with the agent and they will be able to take a look into it all for you there. 

Terms & ConditionsAccessibility statement