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Akazo
Level 1

I closed a bank account, disconnected it, and even removed it from the CoA and it still shows under manage connections. How can I remove it?

The error from the legacy account that was closed, disconnected at save, and even removed from the CoA is preventing me from connecting my new account.
6 Comments 6
MJoy_D
Moderator

I closed a bank account, disconnected it, and even removed it from the CoA and it still shows under manage connections. How can I remove it?

I can help you with removing the bank account and connecting your new account successfully, @Akazo.

 

Can you tell me more about the bank that you're trying to connect to and the error you're having? That will help us resolve the error you're having.

 

A regular browser's cache stores temporary internet files from your browsing history. However, as it collects too many files, this may cause an error when connecting your new account. 

 

You can use a private browser or an incognito window in logging in to your account and checking your Banking page and adding your new account. This helps isolate the issue since it doesn’t store data in the cache.

 

Here are the following keyboard shortcuts: 

 

  • Safari: Command + Shift + N
  • Mozilla Firefox: CTRL + Shift + P
  • Google Chrome: CTRL + Shift + N
  • Microsoft Edge: CTRL + Shift + P

 

If it works, here's how to clear cache and cookies to fix issues when using QuickBooks Online. Restart your browser right after. You can also proceed by using other browsers if the steps above don’t work.

 

After you've added your new bank account, you'll need to match, categorize, and reconcile them to guarantee your books are accurate and there are no duplicates:

 

 

That should help you remove the old and add this new bank account. If you need further guidance with your bank account connection, let me know in the Reply section below. Have a great rest of the day!

Akazo
Level 1

I closed a bank account, disconnected it, and even removed it from the CoA and it still shows under manage connections. How can I remove it?

None of this works. When I go to "Manage Connections" it shows the old account has been disabled but when I try to connect the new account (at the same bank) I get an error saying that the account has been closed. It is obviously still trying to pull data for the old account even though I disconnected it. Is there any way for Quickbooks support to remove all references to that legacy bank account from my QB installation? My disconnecting and then removing the account from the CoA still kept a link to it under "Manage Connections" that I cannot remove and it is stopping me from adding the account that I really really need to run my business.

Rubielyn_J
QuickBooks Team

I closed a bank account, disconnected it, and even removed it from the CoA and it still shows under manage connections. How can I remove it?

Thanks for getting back to this thread, @Akazo.

 

I can see how the importance of being able to get an account off of your Banking menu would aid you in managing your business transactions in QuickBooks Online (QBO). 

 

Currently, once an account is connected to online banking, you will be unable to remove it from your list of banks in the Banking menu, even after disconnecting it. However, you can make it inactive from your chart of accounts. 

 

You can utilize this article to know more about inactivating accounts from your chart of accounts in QBO: Make an account inactive on your chart of accounts in QuickBooks Online.

 

I'd also suggest reconciling your accounts every month. This will help manage your income and expense transactions and detect any possible errors. For the detailed steps, please check out this article: Reconcile an account in QuickBooks Online.

 

I'm all ears if you have other banking concerns and questions about managing accounts and transactions in QBO. You can drop a comment below, and I'll gladly help. Take care, and I wish you continued success.

Akazo
Level 1

I closed a bank account, disconnected it, and even removed it from the CoA and it still shows under manage connections. How can I remove it?

This response has nothing to do with my problem.

1. I had a bank account that I closed.

2. I disconnected it.

3. I attempted to connect the new one and I got a message that said my bank account was closed.

4. I look under manage connections and the old account is shown.

6. Not being able to delete the reference to the legacy bank account, I deleted it from the chart of accounts.

7. I tried connecting the new account and get the same error - bank account is closed.

 

I can log into my bank account online - it is fine. The issue is that QB is still trying to pull data for the disconnected account. It has to be a programming error or a database error. How do I remove the reference to the old account from "Manage Connections?"

ChristieAnn
QuickBooks Team

I closed a bank account, disconnected it, and even removed it from the CoA and it still shows under manage connections. How can I remove it?

I appreciate you for coming back to the thread and adding extra details about your concern, Akazo. I'll be providing further details about managing disconnected accounts in QuickBooks Online. Then, ensure you'll be routed to the right person to assist you further in connecting a new account.

 

Disconnecting accounts that are connected to online banking just stop QuickBooks from downloading new transactions. QuickBooks only removes entries that still need to be categorized in the For review tab. Then, your existing accounting data won't change. 

 

As mentioned above, there's no option to totally removed the disconnected account in the Manage Connections section once this account has been connected to our program. This is to ensure you can still reconnect it any time to begin downloading transactions again.

 

Since you keep getting an error message stating that your bank account is closed, I recommend contacting our QuickBooks Support Team. They have the tools to pull up your account in a secure environment which we're unable to do it here in the Community. Then, they'll be able to investigate why you're unable to connect a new account.

 

Here's how to contact them:

 

  1. Open your QuickBooks Account.
  2. At the top right, click the Help icon.
  3. Choose the Assistant section.
  4. Type your concern in the Type something field.
  5. Click Talk to a human.
  6. Click I still need a human.
  7. Click the Get help from a human.
  8. You'll be routed into the How can we help? page. Then, select callback or how you want to contact them and fill in the information.

 

Then, you can browse this article to see the different types of support we offer at Intuit and their availability: Support hours and types.

 

Lastly, you may refer to this artilcle to view various banking errors and how to fix them: What to do if you get a bank error or can't download transactions in QuickBooks Online.

 

Let me know if there's anything else you need help with connecting a new bank account, Akazo. I'm always here to help you anytime. Take care and keep safe!

Akazo
Level 1

I closed a bank account, disconnected it, and even removed it from the CoA and it still shows under manage connections. How can I remove it?

As you said... "Disconnecting accounts that are connected to online banking just stop QuickBooks from downloading new transactions."

 

The problem is... it is still attempting to access that account for some reason.

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