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abmoxey
Level 1

How do I link an account that has been closed? My card was lost, the bank changed the acct #, I linked the account, but only transactions on the new number show up.

 
Solved
Best answer June 03, 2022

Best Answers
Giovann_G
Moderator

How do I link an account that has been closed? My card was lost, the bank changed the acct #, I linked the account, but only transactions on the new number show up.

Welcome to the Community space, abmoxey.

 

I'll show you a different method for adding transactions from your closed account.

 

QuickBooks will stop downloading transactions from a bank account that has been closed. It isn't possible to link a bank account was it's closed.

 

As an alternative, you can manually upload CSV files of transactions if you have access to that bank account. I'll show you how.

 

  1. Sign in to your bank or credit card's website.
  2. Follow your bank's instructions to download CSV files of your transactions to your computer. Every financial institution has different steps.
  3. In QuickBooks Online, go to the Banking menu.
  4. Select the bank you want to upload the transactions to.
  5. Click the Link account dropdown, then choose Upload from file.
  6. Drag and drop the CSV file or hit the select files link.
  7. Locate the file you downloaded from your bank, then select Continue.
  8. Choose the account you want to upload the transactions to, then Continue.
  9. Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks. Then select Continue.
  10. Select the transactions you would like to import. Then hit Continue.
  11. Click Yes, then Done.

 

For your reference, you can read this article for a complete guide: Manually upload transactions into QuickBooks Online.

 

If you're unable to access that bank account, you can secure a bank statement and manually create a CSV file. Refer to this resource for the accepted CSV format: Format CSV files in Excel to get bank transactions into QuickBooks.

 

Once you've imported all of your transactions into QuickBooks Online, you can begin matching and categorizing them to ensure they're in the correct accounts.

 

I'll keep an eye on your response, don't hesitate to add any details below. Take care and enjoy your day.

View solution in original post

1 Comment 1
Giovann_G
Moderator

How do I link an account that has been closed? My card was lost, the bank changed the acct #, I linked the account, but only transactions on the new number show up.

Welcome to the Community space, abmoxey.

 

I'll show you a different method for adding transactions from your closed account.

 

QuickBooks will stop downloading transactions from a bank account that has been closed. It isn't possible to link a bank account was it's closed.

 

As an alternative, you can manually upload CSV files of transactions if you have access to that bank account. I'll show you how.

 

  1. Sign in to your bank or credit card's website.
  2. Follow your bank's instructions to download CSV files of your transactions to your computer. Every financial institution has different steps.
  3. In QuickBooks Online, go to the Banking menu.
  4. Select the bank you want to upload the transactions to.
  5. Click the Link account dropdown, then choose Upload from file.
  6. Drag and drop the CSV file or hit the select files link.
  7. Locate the file you downloaded from your bank, then select Continue.
  8. Choose the account you want to upload the transactions to, then Continue.
  9. Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks. Then select Continue.
  10. Select the transactions you would like to import. Then hit Continue.
  11. Click Yes, then Done.

 

For your reference, you can read this article for a complete guide: Manually upload transactions into QuickBooks Online.

 

If you're unable to access that bank account, you can secure a bank statement and manually create a CSV file. Refer to this resource for the accepted CSV format: Format CSV files in Excel to get bank transactions into QuickBooks.

 

Once you've imported all of your transactions into QuickBooks Online, you can begin matching and categorizing them to ensure they're in the correct accounts.

 

I'll keep an eye on your response, don't hesitate to add any details below. Take care and enjoy your day.

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