Anonymous
Not applicable

Banking

Let's get your bank transactions synced, chinnock. 

 

Your online banking is still connected to the new bank account. That's the reason you can't see it being connected from the old account. You'd want to merge the two bank accounts. Then, download the bank transactions again. Here's how:

  1. Click on the Lists menu and choose Chart of Accounts.
  2. Select the account you want to merge and click on Edit Account.
  3. Change the account type, if the account type is different from the one you're merging.
  4. Type the account name of the account into which you are merging this account into the Name field.
  5. Click on Save & Close and select Yes to confirm the merge.

Let us know if you have any questions. We'll be right here to help.