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November 13, 2023
Question

Linking bank account to correct account in my chart of accounts

  • November 13, 2023
  • 1 reply
  • 0 views

Up until middle of last month I had my checking account in QBO linked to my institution. The institution changed their name and I lost the account linkage. They recently made it available under the new name and when I link to the bank's site, QBO creates a new account in my chart-of-accounts and does not allow me to select the existing account line. Why? I have even attempted to merge the "new" account line with my existing account line but QBO won't allow it. I don't want to lose my history.

1 reply

JenoP
November 13, 2023

Allow me to join you here and offer my help with your online banking concerns. Let's make sure that the existing account is added with the new details, Henry.

 

Whenever there are changes to the bank's name or website, you'll need to disconnect their connection in QuickBooks and set it up again using the updated information. 

 

This process will ensure the integration stays linked properly with the bank's refreshed credentials. Please note that this process will delete transactions that still need to be categorized in the For review tab. If the transactions are older than 90 days, you won't be able to download them into QuickBooks again.

 

 Let me share these steps on how you can do it:

 

  1. Go to Transactions, then Bank Transactions.
  2. Select the tile for the bank account.
  3. Click the Pencil ✎ icon, then select Edit account info.
  4. Select the Disconnect this account on save checkbox. 
  5. Choose Save and Close.

 

Once done, let's go to your Chart of Accounts to reconnect the existing account. Here's how:

 

  1. Go to the Accounting menu and select Chart of Accounts.
  2. Look for the bank account, then click the dropdown beside View register and select Connect bank.
  3. Follow the onscreen instructions to make a connection.

 

Please be aware that merging accounts connected to Online Banking is not possible, which is why you are unable to do it.

 

Here's an article about this for more details: Merge Duplicate Accounts, Customers, and Vendors in QuickBooks Online.

 

Never hesitate to ask follow-up questions as we get your account added, Henry. Smooth bank feeds integration is crucial, so I want you to feel fully supported. 

November 13, 2023

I have followed those steps several times but QBO creates a new account in my chart-of-accounts and I cannot get the feed connected to the existing account register.

November 13, 2023

I understand the importance of keeping our records organized, @HenryBrewton. Also, I appreciate you following the steps my colleague has provided. 

 

I'm here to assist you further with reconnecting your account with QuickBooks Online (QBO). 

 

You mentioned that you were unable to reconnect your account, may I know what's preventing you from doing this or if you've encountered an error? 

 

I would greatly appreciate it if you could provide me with the information or a screenshot of the problem you've experienced, as it will help me come up with accurate resolutions. 

 

In the meantime, I recommend using an incognito browser when reconnecting our accounts in QBO. Doing so prevents the browser history from being saved. Refer to the following keyboard shortcuts based on your browser type:

 

  • Google Chrome: Ctrl + Shift + N
  • Mozilla Firefox: Ctrl + Shift + P
  • Microsoft Edge: Ctrl + Shift + P
  • Safari: Command + Shift + N


If the private browsing session works, clear the browser's cache so the system can restart. This task is also possible in other supported, up-to-date browsers. Clearing the cache will reboot the system, allowing you to work with a clean slate.  

Also, I'll add this article on how you can keep your accounts, customers, and vendors organized in QBO: Merge duplicate accounts, customers, and vendors in QuickBooks Online

 

Keep me posted if you have additional concerns about reconnecting your accounts in QBO. I'll get back to you as soon as I can. Keep safe!