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akmeury
Level 1

I deleted the bank connection & now the creditcard no longer appears in the dashboard & when I try to reconnect to the bank it says the account already has a connection.

 
7 Comments
MirriamM
Moderator

I deleted the bank connection & now the creditcard no longer appears in the dashboard & when I try to reconnect to the bank it says the account already has a connection.

Thanks for reaching out to the Community, @akmeury.

 

When you disconnect a bank account from online banking, it stays active in the system. QuickBooks Online (QBO) only stops downloading new transactions. You can reconnect it, later on, to start downloading transactions again.

 

Here's how:

  1. In the left menu, click Accounting
  2. Go to the Chart of Accounts tab. 
  3. Locate the account to connect.
  4. From the ACTION column, click the drop-down arrow beside View Register.
  5. Hit Connect bank.
  6. Follow the prompts to connect your bank account.

Here are some screenshots for your visual guidance:

connect1.JPG connect2.JPG

 

Once the bank account is connected, transactions will now download. 

 

For more information about disconnecting bank account in QBO, take a look at this article: Disconnect or delete an account connected to online banking.

 

You may also find these articles helpful:

Keep me posted how it goes by leaving a comment below. I'll be happy to help you further concerning your bank connection. Have a great day!

 

 

 

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**Mark the post that answers your question by clicking on "Accept as solution".

akmeury
Level 1

I deleted the bank connection & now the creditcard no longer appears in the dashboard & when I try to reconnect to the bank it says the account already has a connection.

The choices under the Action column are:

1. Edit
2. Make Inactive

3. Run Report

 

There is no option to connect to bank. 

 

Nick_M
QuickBooks Team

I deleted the bank connection & now the creditcard no longer appears in the dashboard & when I try to reconnect to the bank it says the account already has a connection.

Hi akmeury. 

 

Don't worry, there's numerous ways we can connect your bank account. Below I'm listing the steps for you with a helpful article, here's how:

 

Connect bank and credit card (including PayPal) accounts you use for your business. Follow these steps if you want to connect American Express Business card instead. You can connect as many accounts as you need. Feel free to connect accounts you use for both business and personal purchases, but you'll need to sort your personal expenses as you go.

  1. Go to the Banking menu or Transactions menu.
  2. Select Connect Account on the landing page, or select Add account or Link account if you've already created an account.


     
  3. Search for your bank. You can connect most banks, even small credit unions.
  4. Select Continue. Then enter the username and password you use for your bank's website in the pop-up window. It may take a few minutes to connect. You'll see onscreen instructions if your bank requires additional security steps.


     
  5. Select the accounts you want to connect (savings, checking, or credit card) to QuickBooks. You should see all of your accounts tied to your financial institution and can connect as many as you need.


     
  6. For each account, select the account type from the dropdown. These are accounts currently on your chart of accounts.


     
  7. Select the date range for the download. Some banks download the last 90 days of transactions, others go back as far as 24 months.
  8. Select Connect.

For further instruction on the bank connecting process and downloading and categorizing transactions as well as a tutorial video, I suggest checking out the following link: Connecting your bank

 

If you have any other help, or need further guidance, feel free to post here in the thread. Thank you for your time and have a nice Wednesday afternoon. 

akmeury
Level 1

I deleted the bank connection & now the creditcard no longer appears in the dashboard & when I try to reconnect to the bank it says the account already has a connection.

I am unable to connect, the error message is saying that the Bank is already connected and I need to select a new account that is not connected to QuickBooks. This connection was deleted. 

LieraMarie_A
QuickBooks Team

I deleted the bank connection & now the creditcard no longer appears in the dashboard & when I try to reconnect to the bank it says the account already has a connection.

Thanks for the additional info, @akmeury.

 

Deleting the bank from the Chart of Accounts doesn't disconnect it from the bank feeds. It only removes the account from the Banking page but remains connected in the background. However, this will appear as not connected to QBO.

 

I recommend contacting your Bank. From there, they can help disconnect your QBO. Once done, you can reconnect your bank to the program.

 

Otherwise, if you're using Chase Bank, I encourage you to reach out to our Customer Care Team. We have an ongoing investigation about accounts showing as connected. They can add your account to the list of affected users. This way, you will get notified of any updates on the progress of the investigation via email. You can provide this investigation number to the representative: INV-47739.

 

You can contact our support through the Help icon in your account. I'll guide you how.

 

  1. Go to the Help icon.
  2. Click Contact Us.
  3. Enter your questions or concerns and click on Let's talk.
  4. Choose either Start a chat or Get a callback.

 

Just a heads-up, due to the ongoing pandemic, we have limited staffing and have reduced our support hours to 6 AM-6 PM PT Monday-Friday. For more details, refer to this article: Support hours and types.

 

Please let me know if you have additional questions or concerns. I'll be here every step of the way. 

LOInc
Level 1

I deleted the bank connection & now the creditcard no longer appears in the dashboard & when I try to reconnect to the bank it says the account already has a connection.

I am affected by the same issue. It's been nearly 3 months now and not a peep from the Quickbooks support team other than random e-mails saying something about "we are working on the issue" 

After 3 months, I highly doubt they are really working on an issue like this. I am a dev myself and I can't see how this app breaking problem doesn't have a resolution yet. It's completely crippled the quickbooks online experience. 

Wu98
Level 1

I deleted the bank connection & now the creditcard no longer appears in the dashboard & when I try to reconnect to the bank it says the account already has a connection.

Hello I just had the same problem. What it worked for me it's I had some activity downloaded directly from the bank from past transactions as a CVS file. I used the "Link account" tab in the banking section and then I chose the "Upload from file", then you get your info from your bank and browse that file, then press next and you will have to choose to which account you want it to go. Choose the account it is not appearing in the Dashboard anymore, follow the steps as you were manually uploading transactions and then the account will appear again. Don't forget to exclude or delete the transactions if they were duplicate. Hope it works for you!

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