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lotus43
February 26, 2023
Question

Problem using 'Assign an Account' after adding a new bank account

  • February 26, 2023
  • 1 reply
  • 0 views

I have added a new bank account to my QB Desktop Pro.  When I try to enter anything into the first box, it asks me to select a name type (Employee, Customer, Vendor or Other), and then does nothing by pull up a list of these names and ask me to 'Select an Account'.  Even if I have an account named (newly added for this bank account, and even if I try a name from an account already established), it does not allow me to enter an account.  I'm stuck in a useless and very frustrating loop.  How can I make this work?

1 reply

DivinaMercy_N
DivinaMercy_N
February 26, 2023

Hello there, @lotus43. I want to ensure this will be taken care of. 

 

To clarify, are you trying to enter a transaction which requires to select an account? Or is the problem happening on the Bank feeds page? That information is a great help so I can provide a timely and accurate solution.

 

You can also attach a screenshot for that specific part of QuickBooks Desktop so I can review it further. If you receive any error or warning messages, you can also include them in your response.

 

I'll be waiting on your response. Thanks for dropping by. Stay safe and have a good one. 

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lotus43Author
February 27, 2023

I have appended a PDF showing stepwise screenshots (with some additional lines of notes) that should outline the problem.  The CANNOT ENTER in the line has simply been added to let me know that I cannot enter what I want.

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LeizylM
February 27, 2023

Hi there, lotus43. 

 

I'll make sure you'll be able to assign an account in QuickBooks Desktop (QBDT). 

 

Normally, you can use the Quick Add button to automatically add a name that isn't on the list. If you already choose an account on the 2nd line and the issue persists, we can run verify and rebuild data utility. A part of your QuickBooks data may have been damaged. This causes the program not to assign an account. Beforehand, make sure QuickBooks is up-to-date.

 

Follow the steps below on how to verify data:

 

  1. Go to the File menu.
  2. Choose Utilities from the drop-down option.
  3. Select Verify Data.
  4. Click Ok to continue.

 

Next, here's how to rebuild data:

 

  1. Go to the File tab at the top.
  2. Select Utilities from the drop-down option.
  3. Choose Rebuild Data.
  4. Click Ok on Rebuild has completed.

 

For more details about managing your accounts, please see this article: Work with the Chart of Accounts.

 

Additionally, I've included this article that'll help you keep track of your sales and expense transactions in QuickBooks Desktop: Run Customer, Job, and Sales Reports.

 

Please keep us posted if you have other questions about your chart of accounts in QuickBooks. We're always here to lend a hand.

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