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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

G
GeorgiaC
Level 13
April 12, 2023

Hi Ashleigh,

 

Thank you for your post and for confirming your team are aware of this issue and are looking at ways to resolve it.

 

I appreciate it is unlikely for you to be able to provide Jason and I any clear idea when the issue will be resolved. However, could you please ensure this thread is updated? This way we will presumably each receive an email copy and know to attempt the account reconnection again, and hopefully remove the need for us to be uploading transactions via CSV files (which appears to be the only effective workaround for this issue at this time).


Thank you.


Hi Christina00

 

We'll be sure to update this thread once we have further info - we've also added you to our investigation so that you'll receive all email updates and notice of resolution. 

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