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S
SW27
April 29, 2024
Question

I can't activate online service is QB desktop 2022

  • April 29, 2024
  • 1 reply
  • 0 views

For whatever reason, my online services shows deactivated for one of my accounts that I want to get bank feed but every time I click the "Activate online services" it does not take and I get the below message when I try to save changes because my bank was bought by another bank and the routing number is different.

 

Can anyone assist me with this issue please and thank you.

 

 

 

1 reply

R
Rea_M
April 29, 2024

We're here to assist you with your banking concern, SW27. 

 

We'll have to set up a different or another connection for the financial institution that bought your bank to activate your online services in QuickBooks Desktop (QBDT). We'll guide you throughout the entire process.

 

Since your bank was acquired by another institution, you need to link your new routing number instead of reactivating the older one. Before doing so, make sure to verify your credentials. When you're ready, follow these steps:

 

  1. Choose Bank Feeds from the Banking menu.
  2. Select Set up Bank Feeds for an account.
  3. In the Enter your Bank's name field, enter and select your bank.
  4. Since you're enrolling for the first time, select the Enrollment Site link. You may need to apply for Direct Connect. If your bank needs to approve your application, contact them and ask if you need special sign-in credentials.
  5. After enrollment, select Continue and enter your Online Banking user ID and Password.
  6. Select Connect to connect your QuickBooks to your bank's server. 
  7. Choose the bank account you want to connect to QuickBooks.
  8. Click Finish.

 

After enabling your new account, transfer the balances from the old one to the new one. If your latest transactions are downloaded, you can manually import the older ones to keep your account updated. You can also opt to create a journal entry to do this. But make sure to consult our accountant to assist you with the procedure.

 

Additionally, we recommend regularly reconciling your accounts (monthly) to effectively track your business expenditures and keep your financial data updated.

 

Reach out to us if you have any other concerns with your bank connectivity in QBDT. The Community is always here to help you anytime. 

S
SW27Author
April 30, 2024

Hi Rea-M, thanks for the prompt response. I've done that but when I get to the screen where QBDT shows the accounts I want to link, my personal account is not listed. I only get two out of the three accounts I have in QBDT. It doesn't even show up on the dropdown list. That's why I thought I needed to update the routing number.

 

 

 

R
Rea_M
April 30, 2024

Thanks for the prompt response, SW27. We'll route you to the best help available to get your bank connectivity issue investigated.

 

Since the Community is a public forum, and we'll need to collect some personal information to pull up your account, we recommend contacting our Customer Care team. They have the tools to look into the cause of the issue and guide you with a fix in no time. Here's how:

 

  1. Open QuickBooks.
  2. Select QuickBooks Desktop Help/Contact Us from the Help menu.
  3. Choose Contact Us.
  4. Describe your issue, then select Continue.
  5. Sign in to your Intuit account and select Continue, then Continue with my account.
  6. We'll email you a single-use code. Enter your code and select Continue.
  7. Select to chat with us or Have us call you.

 

Once everything is all set, you may want to check out this article to guide you in doing and fixing reconciliations in QuickBooks Desktop (QBDT): Reconcile workflow in QuickBooks.

 

Should you need additional support connecting bank accounts and managing transactions, don't hesitate to leave a comment below. We'll make sure to provide the guidance you need. 

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