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M
mox
April 16, 2020
Question

Bank account does not appear in my list of bank accounts for bank feeds

  • April 16, 2020
  • 3 replies
  • 0 views

Hi QB Community. I have created a new account in my company file. I run a construction company and in my company file I have a four year old account that has my check register. Instead of continuing with that account which does have four years worth of transactions I thought it easiest to simply set up another account for this year‘s transactions. I have deactivated the online services /bank feeds/ for that account. I have set up my new account “construction company 2020” and the type of that account is “BANK” I have successfully opened that account in my company file, the register opens. When in the register, In the line of options above,  I clicked on “Set Up Bank Feeds”. I go through all the steps for the bank feeds.

My list of accounts at my Bank pops up and the bank account that I deactivated from the past account no longer appears. So I go back to the original account where I deactivated my Bank Feed and tried to reconnect the  Bank Feed and again the needed account does not appear as an available bank account. I feel I needed to point out I was able to connect to that bank feed two days ago.

Did I do something wrong? Is there a fix for this? I’ve contacted my bank and they said there is no reason for it not to appear. Would using Trouble shooter “QB Web Connector” be what I attempt next

    3 replies

    J
    JamesDuanT
    April 16, 2020

    The details you've provided really help me picture-out what is happening, mox.

     

    Before we establish a new connection between your bank and QuickBooks Desktop, I'd recommend doing a few things to ensure that your company file is in a good condition.

    1. Update QuickBooks Desktop release version.
    2. Do the Verify and Rebuild process.

    After those troubleshooting steps, we can attempt to reconnect your bank account.

     

    Please let me know if you encounter any unexpected error so we can further review this.

    M
    moxAuthor
    April 16, 2020

    Thank James for trying to help I did check on update. I am set up for auto update. Last update happened to be today about noon. then I went forth with Verify and Rebuild. it stated quickbooks Detected No Problem. So I tried to set up a bank feed for the new account. Did all proper sign ins and when I got to Step 3: Link Your Accounts the bank account I need to link still did not appear.

     Again thanks for trying

    Adrian_A
    Adrian_A
    April 16, 2020

    I appreciate you for trying the steps above, mox.

     

    At this time, I'd recommend reaching out to our Phone Support team. An agent will do a screen share with you for this to be investigated further. Here's how:

     

    1. Click the Help menu, and then select QuickBooks Desktop Help.
    2. Scroll down and click Contact Us.
    3. Enter I can't find my bank on the list.
    4. Select either Message an Agent or Get a callback from us.

     

    Feel free to check this article for more information when reconnecting your bank: Reconnect your bank.

     

    I'm just around if you still need my help. Stay safe!

    P
    Pete_Mc
    April 16, 2020

    Am I correct that this is really the ONE bank account and you created a second QBs account?  If so, do both QB Accts show the Bank Acct# and Routing number when you go into Edit the account.  It's quite possible that Bank Feed is getting confused by the same number being in both places. 

     

    Depending upon how much work you've done in QBs I'd suggest two things, just to get back to "normal" and then figure out where to go next:

    • FIRST, MAKE A BACKUP
    • Option 1: If you've done very little work in QBs since this issue came up, Restore the backup from when you added the new Acct and then just re-enter whatever you had entered over the last couple of days.  (Make notes or print reports before you start this if you need extra info like check numbers, amounts, etc.)
    • Option 2: If you've made multiple changes in various areas of QBs it might be easier to just make all the changes and then delete the new QBs Bank Acct.  (I like Opt. 1 because it's clearner.)
      • Go through the new 2020 register and go back to each transaction and move it to the old register.  This will probably include going to a Bill, deleting the payment and then making a payment using the original account. 
      • Do all of this slowly and carefully (but pending where you are in the country, regretfully you probably have time on your hands).

    Once you have everything back to where it was, then make sure all the Bank Feeds are disconnected and possibly even run QB's File Doctor to make sure there are no issues still pending.

     

    So above are my (not so pretty) thoughts on how to get back to square one.  But now I have to ask why??....

     

    Again, assuming one bank account, I'm curious why you would want/need to create a new QBs Acct/Register for 2020?  I have an active checking account in QBs going back to the 1990s.  And I think my Accountant might not be pleased if I suddenly made it look like a new bank account.  I'm also going to assume that you had 2019 checks that didn't clear until the January 2020 statement.  And at the end of this year, you'll probably again have 2020 checks that will not clear until 2021.  So you really can't create it by year. 

     

    Within QBs you can run Checking Acct Report just for 2020 as well as a number of other reports by year.  That includes your Profit & Loss statement which is really one of the go-to reports.  So even though I'm someone that likes to make payments early in Dec. so they checks will hopefully clear and even pay the current balance on my credit card on 12/31 to try and have the YE nice and clean, I still would never create a new QB Acct for a pre-existing bank account.

     

    Just my 2 cents. 

     

     

    M
    moxAuthor
    April 16, 2020

    Hey Pete, Great in depth information.

     I got to this post after I had successfully set up my new account. Reason for setting up the new account , in my existing company file is that prior years , 5, were such a mess and needed to start from scratch. I'm on a Cash basis so not worried about when items post. I am by no means a bookkeeper , just a carpenter. I went back in to chart of account and disabled all, 2, accounts that were connected to the bank feed account I needed . went back into new account and voila the bank account was accessible .

     

    now prior to downloading any transactions I don't know if 'Bank Rules" that other account used in previous downloads will work with this new account? Should they?

     also I did down load some transactions into another account , when I was trying to work this out, When I picked just a couple to batch insert I ended up with red boxes asking what account. I thought this would be taken care of by bank rules or auto bank rules . will iIneed to insert payee and account on every transaction i need to add to register. this is not the same as QB 2016. all the confusion happened after upgrading? to 2019

    M
    MadelynC
    April 16, 2020

    Hello @mox.

     

    The Bank Rules applied in the previous account will no longer work to the new account since this is newly added. You can create a new rule for this specific account.

     

    Here's how:

     

    1. Go to Banking on the menu.
    2. Choose Bank Feeds, then Bank Feed Center.
    3. Click the Rules icon.
    4. Select Manage Rules drop-down then choose Add New.
    5. Add Rules Details.
    6. Enter a word or phrase you want to use as the condition for the rule.
    7. In the Do This section, enter the Payee name or the Account name.
    8. Click Save.

     

    You can visit this article for detailed steps and fix common issues when there are unexpected results: Use renaming rules for Bank Feeds.

     

    Let me share this information @mox. Because of the discontinuation, you’ll be unable to access support to troubleshoot issues on the QuickBooks Desktop 2016 software.

     

    Upgrading to a new version of the software will manage your bookkeeping even more. And you’ll have the access to more features with better and current security measures.

     

    You may consider checking this Help article that has plenty of information about Banking, Account management and others.

     

    I’m always here whenever you need help.

    M
    Mrsabp1
    August 16, 2020

    Did you figure out how to feed to your existing account?

    G
    GlinetteC
    August 16, 2020

    Thanks for joining this thread, Mrsabp1.

     

    Let's perform some troubleshooting steps to fix this. First, update Quickbooks Desktop to the latest release. Here's how:

     

    1. Open the Windows Start menu.
    2. Search for QuickBooks Desktop. Right-click the icon and select Run as administrator.
    3. While on the No Company Open screen, go to the Help menu and select Update QuickBooks Desktop.
    4. Go to the Options tab. Select Mark All and then select Save.
    5. Go to the Update Now tab and select the Reset Update checkbox.
    6. When you're ready, select Get Updates.

    Next, run the Verify Rebuild Tool in QuickBooks Desktop. This resolves the most common issues in QBDT. Once done, go to open the QBO file again to see if you're now able to see the bank account that your previous feeds are gone to.

     

    If the same thing happens, I'd recommend reaching out to our Customer Care Support Team to further check on this.

     

    Please keep me posted on how the steps work. I'll be right here if you have follow up questions.

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