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Frequent Explorer **

Bank Feeds

In December, I did a regular export of my transactions from my bank.  It always goes right into the bank feed screen but this time  it said it didn't have an account assoiciated with it.  I accidentally setup another bank acct so the new transactios were going into there.  I've cleared out the "new" bank acct and so when I try running another export, it says the same thing, not an acct with this export.  When I click on use acct in Quickbooks, my bank acct doesn't show up there.  How do I fix this mess? 

Solved
Best answer 02-15-2019

Accepted Solutions
QuickBooks Team

Re: Bank Feeds

Thanks for getting back to us, @chinnock

 

I appreciate you performing the steps provided by my colleague, @GarlynGay

 

When merging the two accounts, one will be deleted and the other one will keep the transactions created. This may be the reason why your original bank account is still not showing when exporting your bank transactions. 

 

To verify which account was deleted, I'd suggest contacting our QuickBooks Desktop Support Team. This way, they'll be able to provide options on how to fix your bank feeds concern. 

 

Here's how to reach out to them: 

  1. Go to https://help.quickbooks.intuit.com/en_US/contact. 
  2. Select QuickBooks Desktop
  3. Choose your QuickBooks Desktop version. 
  4. Click Running Your Business in QuickBooks under What can we help you with?
  5. Choose Online Banking
  6. Scroll down the page, then click Get Phone Number

Stay in touch with me how the call goes, @chinnock. If you have other concerns, please let us know. Just remember, we're always got your back. Have a wonderful day ahead!

3 Comments
Moderator

Re: Bank Feeds

Let's get your bank transactions synced, chinnock. 

 

Your online banking is still connected to the new bank account. That's the reason you can't see it being connected from the old account. You'd want to merge the two bank accounts. Then, download the bank transactions again. Here's how:

  1. Click on the Lists menu and choose Chart of Accounts.
  2. Select the account you want to merge and click on Edit Account.
  3. Change the account type, if the account type is different from the one you're merging.
  4. Type the account name of the account into which you are merging this account into the Name field.
  5. Click on Save & Close and select Yes to confirm the merge.

Let us know if you have any questions. We'll be right here to help. 

Frequent Explorer **

Re: Bank Feeds

Thank you for your response.  I did what you said, I merged the 2 accounts but when I did the export, my orginal bank acct is still not showing. What now?

QuickBooks Team

Re: Bank Feeds

Thanks for getting back to us, @chinnock

 

I appreciate you performing the steps provided by my colleague, @GarlynGay

 

When merging the two accounts, one will be deleted and the other one will keep the transactions created. This may be the reason why your original bank account is still not showing when exporting your bank transactions. 

 

To verify which account was deleted, I'd suggest contacting our QuickBooks Desktop Support Team. This way, they'll be able to provide options on how to fix your bank feeds concern. 

 

Here's how to reach out to them: 

  1. Go to https://help.quickbooks.intuit.com/en_US/contact. 
  2. Select QuickBooks Desktop
  3. Choose your QuickBooks Desktop version. 
  4. Click Running Your Business in QuickBooks under What can we help you with?
  5. Choose Online Banking
  6. Scroll down the page, then click Get Phone Number

Stay in touch with me how the call goes, @chinnock. If you have other concerns, please let us know. Just remember, we're always got your back. Have a wonderful day ahead!

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