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josieaperry
January 25, 2024
Question

Linked bank accounts that are not mine showing up on my options to choose from

  • January 25, 2024
  • 1 reply
  • 0 views

My account has many old accounts that have been closed for years. I also some how is pulling up my exhusband and his kids accouts. We have not been linked to eachother for 5 years. I printed a copy and went to my bank. The issue is not with the bank they have showed me that non of thoses accounts are in anyway linked to my banking. My ex also uses the same credit union as well as quickbooks.  We are in the same line of business. 

 

I asked him if they were his accounts and he confirmed they were and I can see his balances. How do I get this resolved? I have unlinked my bank and retarted and then relinked even got a new passwork with the bank before I relinked to quickbooks. 

 

Sure I can click the box so they dont show on my banking page. But the point is this should not be happening 

1 reply

M
Maybelle_S
January 25, 2024

Hello there, josieaperry.

 

I understand the importance of removing old bank accounts in the program.

 

Beforehand, can you please send us a screenshot of your concern? It's to help us determine the cause of the problem.

 

Additionally, we can only choose which account from the Chart of Accounts to connect; we have no control over the accounts displayed from the bank side.

 

Furthermore, let's perform basic troubleshooting steps. You may have accumulated too much historical data. Whenever you visit a website, it saves some information from the web page in its cache. These files allow the websites you visit most often to load faster. Not to worry, clearing them will do the trick.

 

First, let's try accessing your account through an incognito window to rule out the possibility of a webpage issue. You can refer to these shortcut keys to open an incognito window in all supported browsers:

 

  • Chrome: Ctrl + Shift + N
  • Firefox: Ctrl + Shift + P
  • Safari: Command + Shift + N

 

Once done, connect your bank again. If it works, switch back to your regular browser. Then, clear its cache. This way, you can access QuickBooks with a clean slate. You can also use a different supported one.

 

Additionally, refer to this article about updating your bank to get the recent transactions and categorizing them: Connect bank and credit card accounts.

 

Furthermore, visit this guide to monitor QuickBooks transactions to match your bank statements: Reconcile an account.

 

Drop me a comment below if you need more help handling bank accounts or importing data in QuickBooks. I'll be happy to help you some more.

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