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srobe
October 31, 2018
Question

Bank feeds not working/saying to add new account but account exists already

  • October 31, 2018
  • 3 replies
  • 0 views

Hi, I cannot get my Wells Fargo banking account to download through Quick Connect.  It used to work without any problems.  I updated QuickBooks today and now it isn't working.  When I attempt to do the download, it tells me to create a new account in QB to download to.  However, the accounts are already in QB and have several years worth of banking info in them.  It gives me the option to "choose an existing account," but says there are no existing accounts, but I see the accounts.  Any suggestions on how to fix this?  

Thanks for any advice!

3 replies

PreciousB
PreciousB
October 31, 2018

Thanks for sharing the steps you've tried, srobe.


Let’s get your Wells Fargo bank feeds downloaded into QuickBooks Desktop.


Since you're unable to download the Wells Fargo bank feeds, I suggest creating a test account and set this up for online banking.


If you can successfully download the bank feeds using the test account, you’ll want to merge it to your original account.

 

Here's how:

  1. Select Lists at the top menu bar, and choose Chart of Accounts.
  2. Right click anywhere, and select New.
  3. Choose Bank, and click Continue.
  4. Enter the correct bank's name in the Account Name field.
  5. Click Save and Close.
  6. Right click the old account, and rename it to the correct bank's name.
  7. Click Save and Close.
  8. Click Yes when you get the prompt to merge the accounts.

 Take a look at this article for more troubleshooting steps: Bank Feed Errors In QuickBooks Desktop.

 

That's it. Please let me know the results after trying the steps above. I'll be here to help if you have any follow-up questions. Have a wonderful day.

    C
    CheriL
    November 4, 2018

    I am having the same problem. I tried to create unlink the bank feeds and it won't let me. I created a new account to see if it would work and I get the same error.  When I open the bank feeds screen it says no account is linked.  If I try to add an account, This is the error screen that I get.

      System.NullReferenceException:  Object reference not set to an instance of an object. at OLB_Center.WPFOLBCenter.ViewModel.OLBCenter ViewModel.SetAccountDetailsForSelectedAccount() at OLB_Center.WPF.Model.OLBCenter.OLBCenterAgent.LoadOLBCenter(StringstrSchema, String strXMLData, String strXMLData2, Int64 nVal)

    C
    Charies_M
    November 5, 2018

    Hello there, @CheriL.

     

    Let's get this working for you.

     

    If you're still unable to add an account after performing the steps provided by my colleague @PreciousB, we can try running reboot.bat in QuickBooks Desktop to refresh the program.

     

    Here's how:

    1. Right-click the QuickBooks Desktop icon on your desktop and select Properties.
    2. Select Open file location.
    3. Find the reboot.bat file, right-click it and choose Run as Administrator.
    4. A Command Prompt window will show up, don't close this window manually. It'll automatically close once the process is complete.

    Here's an article that provides a detailed steps on how to run reboot.bat in QuickBooks Desktop: Run Reboot.bat
     

    Once done, re-start your computer and logged back into QuickBooks Desktop. If none of these steps for works, I recommend getting in touch with our Phone Support Specialist. They’ll be able to take a closer look at the issue and conduct further investigation on why you’re getting the error message.

     

    Here's how:

    1. Go to: https://help.quickbooks.intuit.com/en_US/contact.
    2. On the Contact Us page, click a topic.
    3. Click on the Get Phone Number button to see the support number.
    4. If asked, choose your QuickBooks Product.
    5. Select your QuickBooks version.

    If I can help you with anything else, please let me know as I'm always here to help.

    S
    StephE928
    November 5, 2018

    Have you found a fix for this?

    I am having the same issue, I went through all the steps in this article, nothing helped.

     

    I actually created accepted the bank transactions downloads as a new account, now I have 2 of the same account.

    my original one was named Wells Fargo

    and now my new one is Checking at Wells Fargo. 

    HoneyLynn_G
    HoneyLynn_G
    November 5, 2018

    Hi there, @StephE928.

     

    I appreciate you trying to resolve the Chase Bank issue you're experiencing. I can make sure you have the best support to fix this.

     

    Since you've already performed the recommended steps given above and still bank feeds is not working, it's best to contact our phone support. They have more tools, such as screen sharing, to help investigate the cause of this.

    1. Visit this link: https://help.quickbooks.intuit.com/en_US/contactus.

    2. Select QuickBooks Desktop.

    3. Choose your QuickBooks for Windows version.

    4. Select the issue/topic.

    5. Click the Get Phone Number button to see the support number.

    That's it. Feel free to swing by the Community if there's anything else I can help. 

    A
    AGEL
    February 6, 2019

    I am also having the same exact identical problem with downloading account info from Wells Fargo.  Anybody have a solution?????

    A
    atk21
    January 18, 2022

    Hi All,

    This happens every year.  I have spent most of the day trying to get support.  My bank feed worked fine 5 days ago.  The Bank can't help, Intuit so far unhelpful.  I have done everything in my power to correct this.  I now have 2 accounts for the same Bank account that will not allow me to Merge them.  THIS IS SUCH HORRIBLE TIMING FOR THIS TO CONSTANTLY HAPPEN YEAR AFTER YEAR!!  PLEASE FIX THIS INTUIT & Call me to repair ASAP it's tax time.

    MariaSoledadG
    MariaSoledadG
    January 18, 2022

    Let's make sure you'll be able to merge your accounts, atk21.

     

    I know how you want this to be fixed at the soonest possible time. Generally, when your bank stops supporting Bank Feeds, deactivating them will fix the issue. In the same way, you're unable to merge your accounts if it's connected connected online. To deactivate online services for your account, follow the steps provided below:

    1. Click on Lists from the menu bar.
    2. Choose Chart of Accounts.
    3. Right-click on the account, then select Edit Account.
    4. Click on the Bank Feed Settings tab.
    5. Click on Deactivate all online services.
    6. Select OK, then click on Save & Close.

     

    Once done, you can try merging your accounts. Then, you can re-activate it back. You can go through these articles for more information:

     

    In addition, when QuickBooks tries to make a match, it looks at the check numbers, amount, date, and who paid you. Learn from this article for your guide: Add And Match Bank Feeds Transactions In QuickBooks Desktop.

     

    Feel free to let us know if you have any concerns about bank feeds. Please know the Community is always here for you 24/7.

    Y
    yanmink
    November 2, 2024

    Did anyone finaly found a solutions to this. Now I am having the same issues. I added a new account and cant find the Payee when trying to sort them in th ebank feeds. Every time I go to add a payee it tells me that the vendor is already there but I can see anything on th screen. 

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