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Thanks for coming to the Community for help, @mghankins27.
Let me provide a solution to your banking concerns in QuickBooks Online (QBO).
If you already canceled your old bank account, you can disconnect it from QuickBooks. This way, it will be removed from the Banking page.
Here's how:
Here’s an article for more information: Disconnect or delete an account from the Downloaded Transactions page.
Additionally, you can reach out to customer support so they can further assist you with this. Simply follow the steps in this link: How to reach out to QuickBooks Online Support.
That should get you pointed in the right direction. Post again in the Community if you have any other questions about bank feeds, I’ll be more than happy to help. Take care and have a great day!
Hi Customer, @mghankins27.
Hope you’re doing great. I wanted to see how everything is going about the banking concerns you had yesterday. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at anytime.
Looking forward to your reply. Have a pleasant day ahead!
Hi - I am jumping in here since I have run into the same issue. An employee credit card was cancelled and she got a new card with a different number. I followed the steps you listed and disconnected the old account, however now the new card has showed duplicate transactions since it pulled in all the existing transactions from the old card. Now the new card is showing a negative amount on my balance sheet while the old card shows an amount on there as well. Can you please advise on what I need to do with this? Do I need to change the opening amount on the new credit card to zero?
Thank you!
Let me help you sort this out, CN_3.
When you connect a new account, it will download the latest 90-day worth of transactions. You don't have to edit the opening amount. You'll only have to exclude the transactions that are added to the old credit card. This way, the new one will not have a negative amount.
You can follow these steps:
If you've categorized them already, go to the Categorized tab, select the transactions, and click Undo. Then, follow the steps above to transfer them to the Excluded tab. From there, you can delete them permanently.
Once done, you can assign and match the remaining transactions.
If you have additional questions, don't hesitate to let us know. We'll be right here to assist you. Take care!
How do I find duplicate categorized transactions? I had the same problem and dpuble categorized...
Thanks for joining the thread, @Ryanm245-_,
For now, there isn't a method for specifically searching for duplicate transactions. But you can utilize Filter and Sorting tools to quickly spot these items.
Here's how to filter and sort to find duplicates:
We offer additional information on this in our guide on filtering or searching for transactions in QuickBooks Online. Using these instructions, you can find and remove any duplicate transactions that may have been downloaded incorrectly.
Please let me know if there's anything else I can do to help you with this banking concern. Thanks for coming to the Community, wishing you and your business a great week ahead.
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