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January 9, 2023
Question

One of 5 linked bank accounts (same bank) stopped updating

  • January 9, 2023
  • 1 reply
  • 0 views

I noticed in the Chart of Accounts that a new QBO account had been created and was linked. I've tried a few things to fix this but now I'm back to where I started with the original QBO account except that on the Banking screen it doesn't show when the account was last updated and shows a $0 bank balance. The Chart of Accounts shows the bank account as linked and a bank balance that reflects the correct balance last Friday when I tried to update and QBO updated its newly created account, which I have since made inactive.

 

Please help me get back in sync!

1 reply

January 10, 2023

Thanks for sharing the details of your concern, @Sharon007.

 

I'll help you with the process in syncing the correct accounts in QuickBooks. 

 

If your bank was linked to an incorrect account (newly created one), we can disconnect and inactivate it. That way, you can reconnect the correct one and download your transactions. 

 

Here's how disconnect an account connected to online banking:

 

  1. Go to Bookkeeping and select Transactions.
  2. Click Banking and click the tile for the bank account.
  3. Select the pencil ✎ icon, then click Edit account info.
  4.  
  5. Check the Disconnect this account on save box.
  6. Click Save and Close.

Once done, follow these steps to inactive an account:

 

  1. Go to Settings ⚙ and select Chart of accounts.
  2. Find the account you want to delete.
  3. Click the Action ▼ drop-down list and choose Make inactive.

 

When you run reports, you’ll still see inactive accounts and their transactions. QuickBooks includes them to keep everything accurate.

 

Then, you can now reconnect your correct bank account to the Banking page. 

 

After QuickBooks downloads your transactions, you'll want need to review them to make sure they’re categorized properly.


That should do the trick! Please let me know how it goes by leaving a comment on this thread. I'd be glad to answer should you have any additional questions about the process. Take care and have a great rest of the day.

Sharon007Author
January 10, 2023

I deactivated the incorrect account last Friday. I disabled and re-enabled accounts before I did that, which got me back to where I started. I have 23 transactions still to review but no new transactions since 12/28/2022. And although the Chart of Accounts make it look like correct account 1005 is linked, apparently it isn't.

 

I just now reactivated the incorrect account. Should I connect it then disconnect it?

Sharon007Author
January 12, 2023

Since we are trying to close the books for 2022 and don't have time to spare, I manually uploaded a qbo file from the bank to get the latest transactions.

 

I'm still waiting for a solution for this linking issue. Thanks.