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Susan154
December 23, 2022
Question

bank Account Association

  • December 23, 2022
  • 1 reply
  • 0 views

Recently my bank was bought by another bank.   Had no trouble downloading from the bank to QB for Mac desktop until the change.  Although other accounts show up in the account association, the one I need does not & it wants me to setup a new bank account.  Don't want to do that as I have history for years in the previous account.  yes, online access is set on for the account in question.

1 reply

S
SarahannC
December 25, 2022

Hello there, Susan154.

 

Connecting the existing bank account in QuickBooks is vital since the previous one already has a history of all your previous transactions.

 

Let's merge the new one into the existing account to fix this. First, we can set up a new bank account and select the old account. Here's how:

 

  1. Choose Banking. Then, Online Banking Setup.
  2. Select your financial institution from the list and click Next.
    If you are prompted to select "Direct connect” or “Web connect,” select “Direct connect” and click
    Next. 
  3. Select Yes.
  4. Then, enter the ID and password you use to access your online account then click Sign In.
    For each account at your financial institution, click Select an Account to display a list of available
    QuickBooks Accounts.
  5. Choose the existing account you want to associate with the new banking setup.
  6. Follow the on-screen instructions to complete the process.

 

Also, we can visit these articles for additional tips and reference about managing bank data in QuickBooks:

 

 

If you have more concerns about linking bank accounts and anything related to QuickBooks, please let me know. I'm always here to help you in any way that I can.

S
Susan154Author
December 29, 2022

Thank you for your reply. My problem begins with step 4, as the account is not in the select account drop down menu.  It shows up on the chart of accounts and is setup for online banking, but I can’t select it to make the association. 

T
TirzahC
December 29, 2022

Hello, Susan154.

 

Once our bank is set up with online banking, we may need to disconnect the old account so we can merge the new one and establish a new connection. 

 

Once done, we can now set -up online banking. We can check this article: Set up online banking for QuickBooks Desktop for Mac.

 

In the meantime, you’ll want to manually upload your bank transactions to your QuickBooks Desktop (QBDT) for Mac software: Download bank transactions in QuickBooks Desktop for Mac.

 

Let me also add this link that can guide you in matching your bank balance efficiently in the future: Reconcile bank and credit card accounts (Mac).

 

I'm here for all your banking questions! Let me know if I can help with anything else by leaving a comment below. Stay safe and have a good one!

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