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katazzi-icloud-c
Level 1

I linked my bank account and it went and set up a separate new bank account. How do I link them? I need to make them contiguous. Thanks!

 
3 Comments 3
jamespaul
Moderator

I linked my bank account and it went and set up a separate new bank account. How do I link them? I need to make them contiguous. Thanks!

Hello, katazzi-icloud-c.

 

I have a way to help you link the separate bank account that was created after establishing a connection in QuickBooks. 

 

We can merge the newly created bank account with the existing one on the Chart of Accounts page. Here's how to do it: 

 

  1. Go to your Chart of Accounts page. 
  2. Find the bank account you want to merge, then click the arrow icon beside View register.
  3. Select Edit
  4. Under Account name, change the name to the one you want to merge the account with. 
  5. Edit the Tax form section to the same category if needed. 
  6. Once done, click on Save
  7. A prompt will appear on the window, simply select Yes, merge accounts.
  8. Click on Save again to go back to the Chart of Accounts page. 

 

merge1.PNGmerge2.PNG

 

We can still keep the existing bank connection in QuickBooks, so we don't have to worry about establishing a new connection at all. 

 

If you'd like to learn more about the merging process, check out this article: Merge duplicate accounts, customers, and vendors in QuickBooks Online

 

I'll also add that if your linked bank account has a different type than the one in QuickBooks, we're unable to merge it. We can manually transfer each transaction to correct the categorization, then inactivate the account if you don't need it anymore

 

More details about account types are highlighted and explained here: Learn about account types and detail types in QuickBooks Online

 

After merging and dealing with the separate bank account, we can start categorizing your transactions for your books

 

When ready, start the regular reconciliation to close out the current accounting period. 

 

You're more than welcome to post your replies here if you have questions about managing your bank records or running reports. I'll help you in just about anything in QuickBooks Online. I'll see you again soon. 

katazzi-icloud-c
Level 1

I linked my bank account and it went and set up a separate new bank account. How do I link them? I need to make them contiguous. Thanks!

Thank you for your response.  However, I’ve decided to stop the bank feed and just download it monthly (which I’ve done in past with no problem).  I want to keep my same current bank account and not merge.  It’s getting too confusing.  How do I delete this new bank account and the transactions it downloaded?  Sorry for confusion.  Thank you very much.  

katazzi-icloud-c
Level 1

I linked my bank account and it went and set up a separate new bank account. How do I link them? I need to make them contiguous. Thanks!

Thank you for your response.  However, I’ve decided to turn off the bank feed and will download transactions monthly as I’ve done in past with no problem.  i don’t want to merge the accounts.  How do I delete the new account and the transactions?  Thank you sorry for confusion

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