Reconnecting Bank Feed to already established accounts

Hello, 

Connecting credit cards with sub-accounts can be tricky and you'll need to do a little investigating before you decide the best method.  I highly recommend that you search You Tube for a vide by Hector Garcia called "QuickBooks Online Tutorial: Connect a Credit Card with multiple sub-accounts & How to reconcile it".  He explains it better than I could. 

As far as reconnecting an existing account, you'll need to disconnect the account from the bank feed before it can be available to reconnect.  Otherwise, if you don't do that step first, it will create a brand new account that will have to be merged.  

   1. Look in the existing bank register to find the date of the last synced transaction.  You'll need to enter that date when you reestablish the connection. 

   2. Go to the Chart of Accounts, find the bank or credit card and edit it.  Check the box that says "Disconnect this account on save" and then click Save.  That will free up the account to be reconnected. 

Now you can go back to the Bank Feed and reconnect.  You will get a pop-up asking you which account to link and you should see the one that you just disconnected.  Then it will ask you the date you want to start the sync and you'll want to put in the date that you looked for in Step 1. 

Hope this helps!

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Dena Martin - Advanced Certified QuickBooks ProAdvisor
Smooth Sailing Business Solutions LLC
Blue Ridge, GA

I had a credit card connected to my online bank and it was automatically downloading txs.  The credit card changed the URL to access the txs and it no longer worked and I couldn't find a way to edit the URL connection.  After the first spending time w/QB support (they told me an engineer would have to change the URL - and that was bogus and never happened).  The second time I called customer support my options were either manually downloading a file and then uploading or creating a new credit card account.  I thought maybe if I stopped downloading on my initial credit card account, I could restart it with the new URL, so I disconnected the acct but it disappeared from the 'Bank Transaction' screen so I can't relink it at all.  I created a new credit card account thinking I'd start downloading txs in that one from the time the URL was changed and keep the old credit card account for history.  Can't figure out how to link that one since it also isn't appearing on the 'Bank Transaction' screen. Ugh! any help/suggestions would be very much appreciated.  Really frustrated with QB Help desk giving me bogus info. Thanks, Peter