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Intuit

Re-brand or reset accounts for Bank Feeds access

There may be times when you need to re-brand or reset an account tied to QuickBooks Bank Feeds in order to troubleshoot issues with it such as error messages or unexpected results.

Make sure to back up the QuickBooks company file before performing any of the solutions below.

Solution 1: Re-brand online banking files

The financial institutions directory (FiDir) in QuickBooks is updated automatically every time you send and receive transactions from the Bank Feeds Center.

Solution 2: Deactivate, create new, merge, reactivate

Check for possible account issue by resetting your account for online access.

  1. Deactivate Bank Feeds for an account
  2. Create a new bank account.
    1. From the Lists menu, select Chart of Accounts.
    2. In the Chart of Accounts window, right-click anywhere and select New.
    3. Select Bank for the Account Type.
    4. In the Account Name field, enter the name of the bank.
    5. Select Save & Close.
  3. Merge the two accounts by renaming the old account with the name of the new account.
    1. Right-click the old account, then select Edit.
    2. In the Account Name field, type the name of the new account.
    3. Select YES when you get the Merge warning dialog box.
  4. Set up the merged account for Bank Feeds.

Solution 3: Create a dummy company file for testing online transaction downloads

  1. From the QuickBooks File menu, select New Company.
  2. Select Express Start or Start Setup.
  3. On the newly created test company, add to the Chart of Accounts the bank account which was experiencing issues.
  4. Set up the account for Bank Feeds.
  5. Download bank feed transactions to test the account.

Note:

  • If transactions download in the new file: The original account is damaged. Resolve data damage on your company file.
  • If you experience the same problem in the new file: You'll need to contact your Financial Institution for further assistance.

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