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tmalka
November 17, 2023
Question

re-enabling bank feed

  • November 17, 2023
  • 1 reply
  • 0 views

I am moving from desktop to online and I was given a walk through by a quickbooks expert yesterday. She disabled the bank feed from one of my accounts by accident... but then did not know how to get it back online.  I have tried reconnecting, but the accounts are greyed out since they believe they are already connected.  I called my bank and they say it is within the quickbooks software.  I have called quickbooks but have not gotten any help to reconnect.  I was able to download from my bank and import manually, but I don't want to have to continue doing that.

How do I reconnect an account that has been disabled from online banking ? ( easy to do on the desktop... not so easy in the online version!)

 

Thanks

1 reply

K
KayePe
November 17, 2023

Please note that we see the hurdle you're facing, @tmalka. This is not the experience that we want you to have. No worries, we're here to assist you in reconnecting your bank account in your QuickBooks Online (QBO).


Connecting your bank and credit card accounts to online banking in QuickBooks will automatically download your recent transactions, which you don't need to enter in manual. Since one of your bank accounts was disabled, I'll help you reconnect it. Here's how:

 

  1.  In Transactions, select Bank transactions.
  2. Choose Bank accounts.
  3. Click the blue bank square for the account you need to reconnect.
  4. Select the Sign-in link.
  5. To sign-in to your bank's website, put in your user ID and password.
  6. Choose the accounts you want QuickBooks to download transactions from. Then select Continue.
  7. To get the latest transactions from your bank, click Update.

 

If you still can't connect your account, we recommend signing in to QuickBooks using an incognito or private browser, or try other browser troubleshooting options. Consider not clearing your cookies to avoid deleting all your personal information from your browser.

 

Moreover, we'll add an article to assist you in combining multiple transactions into one record for accurate QuickBooks bank deposit matching in the future: Record and make bank deposits in QuickBooks Online. 

 

You can count us in if you need additional help with reconnecting your bank account in QBO. We're always ready to assist. Take care and have a great day.

T
tmalkaAuthor
November 18, 2023

No this does not work... if it was so simple it would have been an easy fix.

Since it was disabled.  It does not recognize this account as an account I want online banking info from.  My other accounts at this bank are receiving online down loads... just not my main checking account which has been disabled.

E
Ethel_A12
November 18, 2023

Hello there, @tmalka.

 

I'll be more than happy to help you reconnect your bank account which has been accidentally disabled after migrating from QuickBooks Desktop to QuickBooks Online.

 

I understand you already contacted our Customer Care team to help you reconnect the bank. As much as I would like to help you reconnect it, it seems that you don't have the option to add this bank account already. I recommend reaching out to our Customer Care team again. They have the tool that can help you reenable the bank account.

 

Before doing so, I would also like to ask for a screenshot of the bank name you're trying to reconnect on the reconnection page. Are you also getting an error message? It would be helpful to send another screenshot as well. This way, we can verify if there are reports about the same issue.

 

Here's how to contact our Customer Care team:

 

  1. Sign in to your QuickBooks Online company.
  2. Click Help (?).
  3. Select Assistant tab to get started and get quick, personalized answers. Select a suggested option or type a question or topic you need help with. If you decide you need further help, you can still Talk to a human.

 

You can then choose a way to connect with us:

 

  • Start a chat with a support expert.
  • Get a callback from the next available expert.

 

You can also read this article for the detailed steps to connect your bank accounts in QuickBooks Online: Connect and add bank and credit card accounts to QuickBooks Online.

 

As a workaround, here's an article that you might find helpful to upload transactions manually in QuickBooks Online: Manually upload transactions into QuickBooks Online.

 

For future reference, here's an article you can read when categorizing your downloaded transactions: Categorize and match bank transactions in QuickBooks Online.

 

Let me know if you have other concerns with your bank connection. I'll be around to help. Have a great day.

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