bank accounts

Hello, JE28.

Let's work on the connected bank account and disconnect the ones we don't need. We'll also tackle the duplicate downloaded payments in QuickBooks. 

Let's first tackle on how we can disconnect your bank accounts. 

We'll want to go to your Chart of Accounts and edit each activated account, then disconnect the connection from your bank. Here's how to do it: 

1. On the Chart of Accounts page, look for the bank account you want to disconnect.
2. Click the drop-down arrow beside View register. 
3. Select Edit.
4. Check the Disconnect this account on save box.
5. Click Save and Close.

Do this again for the bank accounts we want to disconnect except for the one we want to use. 

Next, regarding the duplicate payments, this is likely related to how the bank accounts were initially connected.

Multiple connections from the same bank can cause duplicates when downloading the transactions. 

Let's just make sure to connect one account type per bank account to prevent this. 

We would also want to check how the bank sends the transactions through QuickBooks. If you only have a single account type from your bank, we'll want to reach out to them and see what's causing the duplicates. 

After dealing with the duplicate transactions and disconnecting all bank accounts, we can start categorizing your transactions on the current account. 

If we're ready, we can start our regular reconciliation process. 

You can always reach out to us and reply here if you have more questions about your connected bank accounts. Need to run reports or record your sales and expenses? Count me in again and I'll help you out.