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J
JMAD1
April 10, 2023
Question

Bank Connection Problems

  • April 10, 2023
  • 1 reply
  • 1 view

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

A
Ashleigh1
Level 14
April 12, 2023

Hi Jason!

 

I completely agree! Although I was so pleased to find someone else was having the same issue, I spent a good portion of time yesterday trying to sort the issue / find information on scheduled changes over the weekend, but found nothing until today, when I discovered your post.

 

From my understanding of your situation, it was down to the bank that you needed to disconnect your QBO accounts so out of your hands and therefore very irritating for you to then be unable to reconnect. And for me, it's simply due to the fact that if I leave the connection in place for the two days a month where we have in excess of 200 debits, QBOs takes issue and I have connection issues for a few days, something we cannot afford to have, hence my opting to disconnect, manually upload these debits, then reconnect.

 

I think I too am going to have to resort to manually uploading transactions for now. We haven't long since moved from QBs Desktop to QBO and if the bank connection issue is not resolved, it won't be dissimilar to QBs Desktop so as you say, quite the step backwards. It would be reassuring to receive confirmation from QBs that they are aware of the issues we are having and when they are going to have them resolved. 


Hello Everyone on this thread, We are aware of this issue and it is currently being looked into more by our team. Any updates we will let you know. 

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