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mojogift
Level 1

Cannot merge accounts that have online info - Importing transaction issues

  I have had an Amex credit card account for a year but recently when I tried to import downloaded transactions QB told me there was no account set up to pull them in.  So I created another Amex account adding a "1" to the name and the transactions were pulled in.  Well, now I cannot merge them because you cannot merge accounts that have online info attached to them.  And when I inactivate that new account, it tells me the old account is up to date when I try to pull in the transactions

5 Comments
JonpriL
Moderator

Cannot merge accounts that have online info - Importing transaction issues

Hi there, @mojogift!

 

Let's make your other credit card account as a sub-account of your main credit card account so you can merge them.

  1. Go to Lists.
  2. Select Chart of Account.
  3. Find and open your first credit card account.
  4. Put a checkmark on the Is a sub-account option.
  5. Select your main credit card account from your list of accounts.
  6. Click OK.

Once done, you can go back and disconnect your main credit card to online services. To do so:

  1. Go to Lists.
  2. Select Chart of Account.
  3. Find and open your main credit card account.
  4. Click Online Settings.
  5. Under Download Transactions, select Not Enabled.
  6. Click OK.

From there, you can now successfully merge your two credit card accounts. Then, reconnect your credit card account to online banking service so you can keep track of your transactions.

 

Know that you can always visit our Banking and Bank Feeds articles in case you need some tips and related articles for your future tasks.

 

If there's anything else that I can help you with, please let me know in the comment section down below. I'll be always around ready to help.

mojogift
Level 1

Cannot merge accounts that have online info - Importing transaction issues

Thanks so much for the reply.  It worked.... until I downloaded another set of transactions from Amex to import.  Now it tells me the same thing again, i.e. "for each dowloaded account, select a matching QuickBooks account from the Store in Quickbooks Account menu. When finished click Continue".   Under the drop down my choice are Lowe's Card (not the right account of course) or New.  How can I keep this from happening each time I pull transactions down?

katherinejoyceO
QuickBooks Team

Cannot merge accounts that have online info - Importing transaction issues

Thanks for getting back to us, @mojogift. I appreciate you for following the steps provided by my colleague. 

 

Since the issue persists even after successfully merging the accounts, I'd suggest you contact our Customer Care. They can assist you in checking and verifying the cause of the issue and help you fix it. 

 

Feel free to message us again if you have more questions. We're always delighted to help. 

mojogift
Level 1

Cannot merge accounts that have online info - Importing transaction issues

Thank you Katherine.  The problem I run into is when I contacted Customer Care they immediately with to escalate me to a "pay for the solution" paradigm.  I purchased QB for Mac 2019 in March or May of this year and I feel like giving Intuit more money for what seems like an issue with the software is not in my best interest.  Suffice to say I am very disappointed.

katherinejoyceO
QuickBooks Team

Cannot merge accounts that have online info - Importing transaction issues

Great to hear again from you, @mojogift.

 

I understand that you need help to fix this issue and I'd love to help you further. However, this type of concern can be resolved by our Technical Support team as they have the right tools to pull up your information and can remotely access your computer. 

 

They can also help you activate the support plan of your account so you can avail the unlimited customer support. 

 

Don't hesitate to visit us again if you have questions about QuickBooks. We're always here to help in any way we can. 
 

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