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I need to deactivate a bank feed and reactivate it. Getting errors your last online connection was not complete.

Forum|Forum|5 years ago
October 27, 2020
7 replies
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American Express has been updated, and I need to deactivate the bank feed. Problem is it wants to complete the last connection before I can deactivate. Any help?

QuickBooks Desktop

Best answer by Rea_M

Hello there, @Tdroe.

When deactivating an account (American Express) in QuickBooks Desktop (QBDT), you need to make sure there are no pending transactions and the last connection has been completed. Since your account is already updated, you can re-sort your list to go back to its default order and remove the error message you've encountered. But before doing so, you'll have to make sure you create a backup of your company files.

Once ready, here's how:

Go to the Lists menu,.
Select Chart of Accounts.
Click the Include Inactive checkbox. If it's grayed out, there are no inactive names.
Go to the View menu, then select Re-sort List.
Select OK.
Close and reopen your company file.

In case the issue persists, I'd recommend performing Solutions 2 and 3 in this article: Fix issues when deactivating bank feeds.

When everything is all set, you're able to deactivate your account. Just make sure to add or match any American Express pending transactions. Then, follow the steps below:

Go to Lists from the top menu.
Select Chart of Accounts.
Locate and right-click the account (American Express) you want to deactivate.
Choose Edit Account.
Go to the Bank Feed Settings tab.
Select Deactivate All Online Services.
Click Save & Close.
Hit OK to confirm.

I've attached a screenshot below that shows the fifth to seventh steps.

After that, your new transactions won't download. When the lightning bolt disappears beside the account this indicates it's already deactivated.

When you're ready to reactivate your American Express account, kindly refer to this article for the step-by-step guide: Set up bank accounts for Bank Feeds. It provides two ways to connect your account to bank feeds (Direct Connect and Web Connect).

Once reconnected, your new transactions will be downloaded. With this, you'll have to add and match them to keep your account accurate and updated. For the detailed steps, you can check out this article: Bank Feed transactions. It includes instructions about reviewing transactions based on the banking mode you're using.

You can always drop your comment below if you have other concerns or follow-up banking inquiries in QBDT. I'm just around to help. Take care always.

R

Rea_MAnswer

Hello there, @Tdroe.

When deactivating an account (American Express) in QuickBooks Desktop (QBDT), you need to make sure there are no pending transactions and the last connection has been completed. Since your account is already updated, you can re-sort your list to go back to its default order and remove the error message you've encountered. But before doing so, you'll have to make sure you create a backup of your company files.

Once ready, here's how:

Go to the Lists menu,.
Select Chart of Accounts.
Click the Include Inactive checkbox. If it's grayed out, there are no inactive names.
Go to the View menu, then select Re-sort List.
Select OK.
Close and reopen your company file.

In case the issue persists, I'd recommend performing Solutions 2 and 3 in this article: Fix issues when deactivating bank feeds.

When everything is all set, you're able to deactivate your account. Just make sure to add or match any American Express pending transactions. Then, follow the steps below:

Go to Lists from the top menu.
Select Chart of Accounts.
Locate and right-click the account (American Express) you want to deactivate.
Choose Edit Account.
Go to the Bank Feed Settings tab.
Select Deactivate All Online Services.
Click Save & Close.
Hit OK to confirm.

I've attached a screenshot below that shows the fifth to seventh steps.

After that, your new transactions won't download. When the lightning bolt disappears beside the account this indicates it's already deactivated.

When you're ready to reactivate your American Express account, kindly refer to this article for the step-by-step guide: Set up bank accounts for Bank Feeds. It provides two ways to connect your account to bank feeds (Direct Connect and Web Connect).

Once reconnected, your new transactions will be downloaded. With this, you'll have to add and match them to keep your account accurate and updated. For the detailed steps, you can check out this article: Bank Feed transactions. It includes instructions about reviewing transactions based on the banking mode you're using.

You can always drop your comment below if you have other concerns or follow-up banking inquiries in QBDT. I'm just around to help. Take care always.

M

mike555

I followed instructions account doe not deactivate still has lightening bolt

H

HNoel

I'm using quickbooks online having problem completing the connection with PNC Bank. I get a 571 error code, Oauth

MarsStephanieL

Hi there, @HNoel.

I'm here to help you connect your bank successfully to QuickBooks Online.

The Banking Error 571 displays if the sender is not authorized to send to the destination and can happen due to server-wide or the bank is unable to authenticate you. For now, you can manually import your bank transactions using the WebConnect feature.

Here are the steps:

Create an account for your bank if you haven't created one.
Sign in to your bank or credit card’s website.
Download bank transactions through WebConnect.
Note: Use .CSV file format and maximum file size should be less than 350 KB so that you can upload it smoothly in QuickBooks. If it's higher than this, you can upload the transactions separately.

Then, proceed to Step 4 of the Manually upload transactions into QuickBooks Online article for more detailed steps.

I've added these articles about managing your banking transactions in the future:

Let me know if you have additional questions about using the online banking feature. I'd be happy to answer them for you. Wishing you the best.

A

ACSwendy

I am unable to deactivate the online services. It says I must complete the last online connection. However it will not complete.

A

Archie_B

Thank you for posting your response through this thread, ACSwendy.

I'd like to help and share what I know about bank feeds in QuickBooks.

You'll need to make sure to that all pending transactions for your online banking are completed. After that, you have to re-sort your lists in QuickBooks to completely deactivate the account. I'll show you how.

Also, make sure that you switch to single user mode before you start re-sorting.

Here's how:

From the Banking menu, choose Write Checks.
Select the Pay to the order of field, then press Ctrl + L on your keyboard.
Click the Include Inactive checkbox. If it's grayed out, there are no inactive names.
Hit the Name ▼ dropdown, then select Re-sort List.
Click on OK.
Close and reopen your company file.

This should fix your issue that prevents you from deactivating bank feeds. If the issue persists, you can use the verify and rebuild tool for your company file to detect and fix possible data damage.

I've also included this article once you're ready to reactivate your bank feeds: Set up bank accounts for Bank Feeds in QuickBooks Desktop.

Don't hesitate to post your concerns or let me know if you still have questions or clarifications about banking. I'll be here to help. Have a nice day!

M

Mgoffredo

I have this same problem and no one at the help Center knew how to correct this. Can someone call me?

JenoP

We'd want to make sure that you're able to reconnect your bank successfully, Mgoffredo.

Can you tell us what specific error message you're getting? This is for me to check if we have an ongoing investigation and make sure we're giving you the right troubleshooting steps.

In the meantime, you can follow the steps in this article that can resolve the issue: Fix Issues When Deactivating Bank Feeds.

We're also unable to make phone calls here in the Community because this is a public forum. You can follow these steps to reach out to our phone support team:

Go to the Help menu and select Contact Us.
Click Contact Us at the bottom of the page.
Type in a short description of your concern and click Continue.
Click Have us call you or Chat with us.

You can also reach out to them via chat outside of QuickBooks. Here's the link: Contact Us.

Feel free to check out these articles for additional references and guidance when using Online Banking in QuickBooks:

Don't hesitate to reply to let me know if you anything from us. I'd be glad to get back here and offer my help to you again.

S

sapphomes

i keep getting that error but I can do anything. i can't deactivate account because have to clear the the connection. how do you do that? BTW i am currently on the phone with support for over one hour to fix this on PC not mac.

B

bookee6

i keep getting this error when i go to deactivate my one bank account i have been able to do all others this is the only account i have this issue with. I am about ready to deactivate QB

R

ReymondO

Thanks for joining and sharing a screenshot, @bookee6.

Let me share some troubleshooting steps you can use to address the error message and deactivate the account.

We can start by re-sorting your account list. This will make them go back to their default order and undo the changes you made. This can often repair issues in your list that prevents you from deactivating bank feeds.

Here's how:

From the Lists menu, select the list you need to re-sort.
Click the Include Inactive checkbox. If it's grayed out, there are no inactive names.
Go to the View menu, then select Re-sort Lists.
Click OK.
Close and reopen your company file.

If you're still getting the same result, let's run the Verify and Rebuild Data tools. This will help us check for any potential data damage and fix the problem.

For additional references and guidance when using Online Banking in QuickBooks, you can view these articles:

Please let me know the result of these troubleshooting steps. I want to make sure you're able to successfully deactivate your account and continue with your business. Have a nice day.

K

kedarp

I had bank account that QB Desktop Pro 2021 would not let me disable. It was throwing up

When clicking with mouse (this is the problem!!) on the "deactivate all online banking", it was throwing up all kinds of error messages about EIN being invalid (note: I never entered in the 1st place), user name error having alphanumeric values, etc.

Here's the trick that worked for me:

Instead of clicking with the mouse on "Deactivate online services" radio button, use keyboard TAB key to cycle through the selection until you get to the "Deactivate online services". Use spacebar to toggle the selection and Voila!, it works if you "Save and Close".

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