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J
JMAD1
April 10, 2023
Question

Bank Connection Problems

  • April 10, 2023
  • 1 reply
  • 2 views

I am really struggling here so I do hope someone can help.

 

There was an issue with Metro Bank, so I foolishly disconnected my account.  The problem with the Metro Bank connection has now been fixed, so I went back to connect my account.  The result, I now have two identical accounts.  I either need to merge them or delete the new one.  If I delete the new one, how do I reconnect the existing account without creating another duplication?

 

Help!!!

 

Jason

1 reply

L
LeizylMQuickBooks Team
QuickBooks Team
April 10, 2023

Hi there, Jason. 

 

Allow me to share some information about your bank connection problem in QuickBooks Online (QBO). 

 

To start, you'll need to merge the duplicate bank account in the chart of accounts. Then, disconnect the new connection on the banking page. 

 

Follow the steps below on how to disconnect an account from online banking:

 

  1. Go to Bookkeeping, select Transactions, and then click on Bank Transactions.
  2. Choose the tile for the bank account, select the pencil icon (✎), and click on Edit account info.
  3. Select Disconnect this account on the save checkbox.
  4. Click on Save and Close.

 

Once done, we can connect the existing bank account through the chart of accounts. This way, it will link without creating another duplication. 

 

I've added screenshots for your reference. 

 

 

I've added this article for more tips while organizing and setting up your accounts: 

 

 

Feel free to mention my name in the comment section below if you have other questions about bank connections. I'm always here to help. Have a good one!

J
JMAD1Author
April 10, 2023

Thank you so much.  I have followed your instructions, but when I reconnect the account the option doesn't appear on the menu.  I only have EDIT, MAKE INACTIVE, RUN REPORT.

 

Please can you advise how I reconnect the account without creating a duplicate.

 

Thank you.

 

Jason

J
JMAD1Author
April 12, 2023

Hi Georgia,

 

I'm very relieved to hear that your team are aware of an issue with a recent change and are working on it. I did think it too much of a coincidence that it was working fine and then, after a Bank Holiday weekend, it wouldn't reconnect.

 

Thank you for the additional guidance. I have already tried this though, also without success. The account I need to reconnect was originally a 'Cash at bank and in hand' Type and a 'Cash on hand' Detail Type. Having found the page you are linking to, I changed the Detail Type to 'Current'. 

 

When I then followed the steps to connect the bank account, I still was not provided with an option to 'Map to an existing account'. Instead, as before, QBO auto-populated the 'New account name' field and again, should I click 'Continue', a new QBOs account created and my original one not reconnected.


I have to say, this is all rather unfortunate.  All we are trying to do is reconnect an account.  I am very nervous to follow the steps advised on this thread since the consequences appear rather drastic.  Surely Quickbooks should be making the process of reconnecting an existing account easier.

 

For now I am resigned to manually uploading a CSV file.  It's a massive step backwards.

 

Jason

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