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Community Contributor *

QB 2019 shows last update over a year ago

I had some help from Intuit installing my 2019 QB Desktop Pro.  Prior to the install, the last bank feed had been May 3 (approx). After the install, I noticed that on the Bank Feeds page "LAST UPDATE: Over a year ago". I am afraid to download transactions and duplicate a years worth of work.  Is it safe?

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Best answer 06-04-2019

Accepted Solutions
Moderator

Re: QB 2019 shows last update over a year ago

Welcome to the Community, ExcelReal,

 

I'm here to lend a hand concerning bank transactions.

 

To get this resolved, you can create new bank account then connect it to online banking.

 

To set up your bank account, here's how:

  1. Go to Banking menu at the top.
  2. Choose Bank Feeds, then click Set up Bank Feeds for an Account.
  3. In the Enter your Bank’s name field, enter the name of your bank.
  4. Connect Bank account.
  5. On the Link your Accounts screen, choose which bank account/s to add to QuickBooks.

Once done, check if it downloaded bank transactions correctly so we can proceed to the next step, which is to merge bank account.

 

If verified, to merge account, here's how:

  1. Select Lists menu, then choose Chart of Accounts.
  2. Take note or copy the name of the account that you would like to keep.
  3. Right-click the name of the account that you would like to merge, then select Edit Account.
  4. Replace the account name with the one you took note of or copied, then select Save & Close.
  5. A prompt will appear, select Yes to merge the account.

To help you get started with your bank feeds, you can read this article: Set up Account for Bank Feeds.

 

Should you have any questions about this, please feel free to leave a comment below. Take care.

QuickBooks Team

Re: QB 2019 shows last update over a year ago

 Hello @ExcelReal,

 

As long as your downloaded transactions are for two different accounts, they won't mix up. I can add more details about this.

 

QuickBooks can download up to 90 days worth of transactions. Thus, if you want to add your transactions over 90 days, you upload them.

 

In addition, they won't mix your transactions when they're two different bank accounts.

 

And if you have duplicate transactions, you can choose to ignore those duplicate ones. Here's how:

  1. Click on Banking from the menu bar.
  2. Choose Bank Feeds.
  3. Then select Bank Feeds Center.
  4. Select the bank where transactions were downloaded.
  5. Click on Transaction List.
  6. Select the transactions you want to remove or delete.
  7. From the Batch Actions drop-down, choose Ignore.

You can read this article for more information: Download Bank Feed Transactions.

 

Don't hesitate to let me know if you have any other concerns.

4 Comments
Moderator

Re: QB 2019 shows last update over a year ago

Welcome to the Community, ExcelReal,

 

I'm here to lend a hand concerning bank transactions.

 

To get this resolved, you can create new bank account then connect it to online banking.

 

To set up your bank account, here's how:

  1. Go to Banking menu at the top.
  2. Choose Bank Feeds, then click Set up Bank Feeds for an Account.
  3. In the Enter your Bank’s name field, enter the name of your bank.
  4. Connect Bank account.
  5. On the Link your Accounts screen, choose which bank account/s to add to QuickBooks.

Once done, check if it downloaded bank transactions correctly so we can proceed to the next step, which is to merge bank account.

 

If verified, to merge account, here's how:

  1. Select Lists menu, then choose Chart of Accounts.
  2. Take note or copy the name of the account that you would like to keep.
  3. Right-click the name of the account that you would like to merge, then select Edit Account.
  4. Replace the account name with the one you took note of or copied, then select Save & Close.
  5. A prompt will appear, select Yes to merge the account.

To help you get started with your bank feeds, you can read this article: Set up Account for Bank Feeds.

 

Should you have any questions about this, please feel free to leave a comment below. Take care.

Community Contributor *

Re: QB 2019 shows last update over a year ago

Yesterday I registered the datafiles with my online banking.  If I set up a bank feeds for "copy" test account and download bank transactions, will it mix up the datafile association to the wrong account?

Community Contributor *

Re: QB 2019 shows last update over a year ago

If I download the transactions and the worst case happens (it downloads a years worth of data), will I be able to just select those that are new and somehow delete the rest of the download?  I am concerned that if I set up another bank account, the datafile I registered with BB&T will be "mispointed". 

QuickBooks Team

Re: QB 2019 shows last update over a year ago

 Hello @ExcelReal,

 

As long as your downloaded transactions are for two different accounts, they won't mix up. I can add more details about this.

 

QuickBooks can download up to 90 days worth of transactions. Thus, if you want to add your transactions over 90 days, you upload them.

 

In addition, they won't mix your transactions when they're two different bank accounts.

 

And if you have duplicate transactions, you can choose to ignore those duplicate ones. Here's how:

  1. Click on Banking from the menu bar.
  2. Choose Bank Feeds.
  3. Then select Bank Feeds Center.
  4. Select the bank where transactions were downloaded.
  5. Click on Transaction List.
  6. Select the transactions you want to remove or delete.
  7. From the Batch Actions drop-down, choose Ignore.

You can read this article for more information: Download Bank Feed Transactions.

 

Don't hesitate to let me know if you have any other concerns.