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Lakewoood
November 10, 2023
Question

Connect Bank Feed to Existing Accounts QBO

  • November 10, 2023
  • 1 reply
  • 0 views

Hello,

 

I am using Quickbooks Online and I am trying to connect bank feeds to existing bank accounts.  I have never connected them to a bank feed before.  We have many accounts at the single bank - two checking, two money market, three credit card, two loans. 

 

I'm able to login to the bank via QBO just fine.  The accounts at the bank appear and there is a drop-down that I choose the type of account.  However, there is no option to choose an existing QB account.  The result is QB creating all new accounts instead of linking to existing accounts.  I've tried multiple times in different ways with no luck.

 

Does anyone have any suggestions?

 

1 reply

S
ShyMae
November 10, 2023

I see the advantage of connecting bank feeds seamlessly to your existing account, @Lakewoood.

 

Currently, we have an ongoing investigation (INV-94013) regarding the inability to connect Bank Feed to the existing Chart of Accounts and forcing users to create a new bank account. Rest assured, our engineers are working diligently to resolve it and get your business up and running again.

 

If you'd like to receive an email update on the investigation and be added to the list of affected users, you can contact our Customer Care Support. 

 

To reach our support team, you can follow these steps:

 

  1. In your QuickBooks Online account, go to the Help menu.
  2. Hover to the Search tab, then click Contact Us.
  3. Type in a short description of your issue and concern in the box provided.
  4. Click Continue.
  5. Select the Chat or Callback option.
     

 

Moreover, I'll provide an article to help you choose the appropriate detail type for your transactions when you create a new account or category: Learn where QuickBooks Online detail types appear on your tax forms. 
 

I'd appreciate your patience and understanding while we look into this further. We will keep you updated on any developments and resolutions.

A
Ahktdc
December 9, 2023

Is there any update on this issue. I am facing the same issue. When I try to add bank feed to an existing account. The bank account gets added as a new account and is not linked to the existing account. When I am setting up the connection there is no option to select an existing account. This is really frustrating. 

C
Carneil_C
December 9, 2023

I know you're putting so much effort and time into resolving your concern, @Ahktdc.

 

I'll ensure you get routed to the right direction of support to sort out this issue about connecting your bank feed to QuickBooks Online.

 

Upon checking, the status of the investigations is tagged as resolved. Since you're still unable to connect your bank feed to an existing account, we suggest reaching out to our Customer Support Team for further assistance. They have tools to guide you with the resolution.

 

Here's how you can reach out to them: 

 

  1. From the Search tab, click Contact Us.
  2. Enter your question and select Continue.
  3. Review and Select from the following: Have us call you or Chat with us.

 

To ensure we address your concerns promptly, you can check our available hours when contacting our support.

 

For future reference, I've got this extensive guide for you when reconciling your accounts every month to keep your books balanced: Reconcile an account in QuickBooks Online.

 

The Community space is still open for you. So, if you have questions about your accounts, let us know, and we'll be here to help. Take care always.

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