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PeakwalkerPDX
March 7, 2024
Question

When trying to connect two different bank accounts from the same account, one is made inactive whenever the other is connected, and vice-versa. Is there a fix to this?

  • March 7, 2024
  • 2 replies
  • 0 views
I reached out to QuickBook Self Employed help chat and they never responded to me with any solution from the engineering department, which they said they would. My question is related to the exact same issue as is explained in the following QBSE help forum thread:

https://quickbooks.intuit.com/learn-support/en-us/reports-and-accounting/how-can-i-connect-separate-accounts-at-the-same-bank-in-qbse-it/01/1153434

The author of that thread claims they removed their bank from Quickbooks Self Employed entirely and lost all their transaction data, then after reconnecting to that bank both of their accounts at that bank successfully connected. I do not have the time to recategorize all my transactions from my particular bank for the past several years.. Quickbooks has not provided a solution to this error and I do not consider the way the author of that forum post worked around it to be a practical solution. Please help. 

2 replies

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Carneil_C
March 7, 2024

Thanks for laying out the details of your concern, @PeakwalkerPDX.

 

I'll provide additional insights about this bank connection issue in QuickBooks Self-Employed.

 

Thank you for finding a thread related to your concern. However, before proceeding with the solution provided in the thread, please ensure that the banks you want to connect to have different login credentials. 

 

If the same login credentials are used for both accounts, the system will consider them as a single account. This will result in one account being connected, and the other being inactive. Therefore, you need to provide different sign-in credentials for each account you want to connect to the system.

 

You can visit this article for more in-depth information about adding your bank and credit card accounts: Connect bank and credit card accounts to QuickBooks Self-Employed.

 

Once settled, you can now organize your transactions by checking out these resources:

 

 

Keep me posted if you still have questions or concerns about your transactions in QBSE. I'll be around for you. Take care always.

P
PeakwalkerPDXAuthor
March 9, 2024

Both accounts are under the same bank, with their own different login credentials. If I connect one account the other account is made inactive. If I try to connect the inactive account, the previous account I linked is then made inactive. If you read the forum post I linked to, it is the exact same issue. That poster found their own solution, which isn't actually a solution at all since it removed all their transaction data. 

No one at Quickbooks seems to care to address this glitch since as I explained in my original post, I went through an entire help chat only to never receive any help or solution. 

M
MichaelaS
March 11, 2024

I understand the importance of addressing banking challenges to ease your time and effort, @PeakwalkerPDX 

 

Since you've contacted our customer support and reported this issue, you'll be included in the list of affected users and will receive an update once it's resolved. Due to the public nature of this forum, I recommend contacting our Technical Support Team. To verify the status of this case as they can pull up your account to check the case you shared above for security reasons.

 

Here's how:

 

  1. Go to Help and select Contact Us.
  2.  If you’re using the QuickBooks Self-Employed app, tap the + button and select Ask QB Assistant.
  3. Enter talk to a human, then select Continue.
  4. Select which way you want to connect with us.
  • Have us call you - Get a call from a support expert.
  • Chat with us - Start a conversation with a support expert.

If you need help on how to update your connected Chase Bank information you receive an error message. Please check this article: Troubleshoot Chase Bank connection issue.

I'm adding this article to further help you in categorizing the transactions you download from your bank or enter into QuickBooks: Categorize transactions in QuickBooks Self-employed.

 

Let me know if you need further assistance with banking in QuickBooks. I'm available to help you. Take good care.

 

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PeakwalkerPDXAuthor
March 12, 2024

As I already stated in this thread, both separate accounts have their own unique login credentials. I just wasted my time adding another authorized user to one of these accounts in the rare chance your suggestion were to work for some reason. IT DID NOT WORK. I also made clear in this thread that I have already contacted the technical support team and they claimed this issue would be escalated to the engineering team and I would receive an email with a solution and that has never happened. I even included the numbers for both that support chat conversation and the engineering support ticket in my last post. 

So if I understand correctly, you have suggested I do two things that I have already done and explained having done in this very thread. Meaning, Quickbooks is refusing to solve this issue and instead sending users in circles with no actual help. Incredible. 

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