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johnbryan
Level 1

I recently added a new bank account and when I did my old account disappeared. How can I recover that account?

I had been using Pinnacle as my banking institution and changed over to First Bank. When I added First Bank all the information for Pinnacle disappeared. How do I recover that information?

1 Comment 1
Shania_C
QuickBooks Team

I recently added a new bank account and when I did my old account disappeared. How can I recover that account?

Thanks for sharing your concern here in the Community, @johnbryan. Feel assured, that we'll work together to troubleshoot and restore your bank's information efficiently in QuickBooks Online (QBO).

 

To begin, have you encountered any specific errors while changing to First Bank? This information will assist us in identifying any known issues or determine if we need to address particular concerns related to your financial institution.

 

Additionally, when you mentioned that all your Pinnacle bank information disappeared, were you referring to the Banking page or the Chart of Accounts (COA) page?

 

If you are referring to the Banking page, you can follow these steps to locate it:

 

  1. Go to Transactions
  2. Select Bank transactions.
  3. Click the dropdown arrow beside the Bank account.
  4. Press the Show account cards.

 

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However, if you want to recover your account on the COA page, you have to consider checking your Chart of Accounts and enabling the option to show inactive accounts. It's important to note that in QBO, accounts can only be made inactive and not completely deleted from your company. Therefore, any missing data is still present in your COA, and you can restore it by reactivating the account. Here are the steps to help you:

 

  1. Access your QuickBooks Online company.
  2. On the left navigational bar, go to the Transactions tab.
  3. Select Chart of Accounts.
  4. Beside the Printer icon, click the mini-gear icon and tick the box beside Include inactive.
  5. Locate the inactive bank account and then below the Action column, click Make active.

 

ss8.png

 

You can check this page for more details: Make an account inactive on your chart of accounts in QuickBooks Online.

 

After completing the previous steps, open the bank register to verify if the transactions are still present.

 

Additionally, you can move forward by reconnecting the bank account to your company file. For further guidance, please refer to this article: Connect bank and credit card accounts to QuickBooks Online.

 

Furthermore, we have these resources to help you effectively manage your chart of accounts, reconcile transactions, and generate specific reports that can aid in ensuring the accuracy of your data in QBO:

 

 

With regard to this, we are pleased to announce that QBO offers exceptional expertise in transaction management through QuickBooks Live Expert Assisted. Our dedicated team helps businesses like yours navigate financial complexities with ease. From accurate categorization to seamless reconciliation, our experts ensure that your configurations are compliant. Experience all with our professionals by your side, empowering you every step of the way.

 

Don't hesitate to reply if you have additional questions about managing your bank account in QuickBooks Online, @johnbryan. I'm always here to help. Take care always.

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