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ITheadquarters
Level 1

Account should not appear in bank feeds

An account appears in bank feeds that is not set up for bank feeds.  The account in inactive.  When I edit the account, the "Set up Bank Feeds..." button appears, but there is no option to remove the account from bank feeds.  The last time this account was used was eight years ago.  How do I take it out of bank feeds?

3 Comments 3
LieraMarie_A
QuickBooks Team

Account should not appear in bank feeds

I'm here to help you clean up inactive accounts from your bank feeds, @ITheadquarters.

 

Making an account inactive won't hide it from your bank feeds. You'll have to delete it so it doesn't show from your lists or menus anymore. Before you can do it, you'll have to delete any pending banking transactions first. Since you've mentioned that you're seeing a Set up Bank Feeds option, it's possible that there's a data damage.

 

Let's perform some troubleshooting to identify what's causing the issue. You can run the Verify/Rebuild toolVerify will detect any damaged data. Rebuild will attempt to fix the damaged data detected. It also allows your QuickBooks software to refresh the data inside the company file. Make sure to create a backup copy of your company file before doing the Verify and Rebuild process. If there are changes that occur, having a backup copy allows you to restore it to undo the changes.

 

Follow the steps below on how to verify data:

  1. On the top menu, click File.
  2. Choose Utilities.
  3. Select Verify Data.
    1.JPG
  4. Click OK when you see the message, QuickBooks detected no problem with your data.
  5. If Verify finds an issue with your data, you'll be prompted to Rebuild Now or View Errors.
  6. Click Close or View Errors and take note of the specific error message.

 

Next, here's how to rebuild data:

  1. On the top menu, click File.
  2. Choose Utilities.
  3. Select Rebuild Data.
    2.JPG
  4. Click OK if you receive a prompt to back up your company file.
  5. Click OK when you get the message, Rebuild has completed and proceed to the next step.
  6. Run Verify Data again to make sure there's no error.

 

Then, update your QuickBooks Desktop to the latest release from our official website. 

  1. Go to the Downloads & Updates page.
  2. Click the standard setup link.
  3. Select the country, product, & version and click the Search button.
  4. Click the Get the latest updates link.
  5. After downloading the updates, navigate to the Downloads folder of your computer. Double-click the update file to initiate the installation process.
  6. Follow the prompts on the screen to install the updates.
  7. Restart your computer after the update is installed successfully.

 

The Community will have your back in any future banking concerns that might occur. We're always here to help. 

ITheadquarters
Level 1

Account should not appear in bank feeds

All good answers, but this one runs deeper than that.  I need Intuit to take a look at it.

Mich_S
QuickBooks Team

Account should not appear in bank feeds

I hear your sentiments, @ITheadquarters.

 

I can guide you to the right person who can investigate your bank feed issue.

 

It's best to reach out to Customer Support for them to look into it further and give you the best resolution.

 

Here's how to contact us:

  1. Open your QuickBooks Desktop.
  2. Click the Help menu, then click QuickBooks Desktop Help.
  3. Choose Contact Us.
  4. Enter a brief description of your issue, then hit Let's talk and then select a way to connect.

 

Please note the support hours to make sure they're available to help.

 

Leave us a comment below if you have other concerns with QuickBooks or bank feeds. The Community is always ready to back you up. Take care!

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