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Adding a new bank with the same account number

My bank was recently purchased by another bank.  The account information and login has stayed the same for now, but the website and banking apps have migrated to the new site.  The problem is that Quickbooks Online will not allow two accounts with the same account number.

 

Here's the solution:

First you must disconnect your old bank account info to prevent QB from downloading your old bank info automatically.

1) Click the Banking Tab

2) Click the Edit button

3) Click "Disconnect this account on save"

4) Save and Close

5) Click Add Account

6) Continue as instructed, making sure you only download transactions AFTER the migration date.  Otherwise yo 

Solved
Best answer 08-26-2019

Accepted Solutions
QuickBooks Team

Re: Adding a new bank with the same account number

Hi @neilhschwartz,
 

Thank you for sharing a solution to a situation you've had before. I'm sure other users will appreciate the steps you've provided.

 

Your 6th step appears to be cut off. I believe what you're trying to say here is about duplicate transactions. Again, this is another wonderful reminder when trying to reconnect your bank account. I agree with all the steps you've provided and can confirm that it will work.

 

In case you need to exclude some bank transactions, you can find the steps in this article: Exclude transactions from downloaded bank transactions.

 

I'll be around to provide assistance, so please feel free to post a question below if you have any. I'll get back to you as soon as I can.

View solution in original post

2 Comments
QuickBooks Team

Re: Adding a new bank with the same account number

Hi @neilhschwartz,
 

Thank you for sharing a solution to a situation you've had before. I'm sure other users will appreciate the steps you've provided.

 

Your 6th step appears to be cut off. I believe what you're trying to say here is about duplicate transactions. Again, this is another wonderful reminder when trying to reconnect your bank account. I agree with all the steps you've provided and can confirm that it will work.

 

In case you need to exclude some bank transactions, you can find the steps in this article: Exclude transactions from downloaded bank transactions.

 

I'll be around to provide assistance, so please feel free to post a question below if you have any. I'll get back to you as soon as I can.

View solution in original post

Not applicable

Re: Adding a new bank with the same account number

Number 6 should have read... Otherwise you will end up with duplicate transactions. 

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