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mdgarner71
Level 1

My biz checking acct is pulling transactions from the wrong bank acct (a personal joint acct). I've disconnected and reconnected, and still getting wrong info. Help!

 
5 Comments
MaryJoyD
QuickBooks Team

My biz checking acct is pulling transactions from the wrong bank acct (a personal joint acct). I've disconnected and reconnected, and still getting wrong info. Help!

Let's resolve this bank error you're having, @mdgarner71.

 

Can you tell us more about the bank that you're having trouble with? That'll help us check to see if there's an ongoing issue with it.

 

The bank transactions that are being downloaded in the bank register always depend on how a bank shared it with QuickBooks. Try to check if your online banking account is pulling up your transactions the same way with QBO. 

 

If it is showing the same behavior, you can exclude the transactions in your QuickBooks Online (QBO) account:

 

  1. Go to Banking menu on the left panel and choose Banking tab.
  2. Check the box beside the transactions you want to exclude.
  3. Click the Exclude button. 

However, if it's only happening in QBO, then I suggest reaching out to our Customer Support team. They have the tools to get into your account in a secure environment, isolate the issue you're having and help you resolve it. 

 

You can reach them by following the steps below:

 

  1. Go to the Help icon to connect to a live support agent. 
  2. Click on the Contact Us button and provide some details about this concern.
  3. After adding some insight, tick on the Let's talk button. 
  4. Lastly, select the Get a callback button to arrange a call from them. contact support.JPG

Here's the contact the QuickBooks Online Customer Support team article for more information.

 

Know more of what you can do if you don’t see your recently downloaded bank transactions in QBO: What to do if bank transactions won’t download or there's a bank error

 

Let me know if there's anything else that I can help with your bank transactions. I'm always here to assist. Take care and have a great rest of the day!

mdgarner71
Level 1

My biz checking acct is pulling transactions from the wrong bank acct (a personal joint acct). I've disconnected and reconnected, and still getting wrong info. Help!

 
mdgarner71
Level 1

My biz checking acct is pulling transactions from the wrong bank acct (a personal joint acct). I've disconnected and reconnected, and still getting wrong info. Help!

Hi, I'm not sure if my reply posted, so trying again.  The bank I'm having syncing issues with is Gulf Winds Federal Credit Union.  The sync used to work just fine, but this last time, it pulled transactions from the wrong account (a seperate personal account), and none from the correct ones.  I "excluded" the superfluous account info, but am still missing my business account transactions.  

I do not get an option to set up a callback.  When I type in my issue, the only option I see is to "continue" which brings me to more options of reading articles, reaching out to the "community," or private messaging.  No call back option.  

I'm happy to trouble shoot, and the only 2 things I can think of are: 

Our ip address recently changed due to a hurricane taking down our internet for a week. 

The two accounts I've mentioned both start with the same 4 numbers, visible in parenthesese when viewing their nicknames.  

Thanks

MaryJoyD
QuickBooks Team

My biz checking acct is pulling transactions from the wrong bank acct (a personal joint acct). I've disconnected and reconnected, and still getting wrong info. Help!

Thank you for getting back and providing us more information about the error you're having, @mdgarner71.

 

Since you've mentioned that this is not a banking issue, I suggest reaching out to our Customer Support team. Their tools can further check the transactions that are pulling-up to your account in a safe environment.

 

You can reach our Customer Support during these hours:

  • Monday-Friday 6:00 AM-6:00 PM (PST)
  • Saturday 6:00 AM-3:00 PM (PST)

Check this article for more information: Support hours and types.

 

I'm always here if you have additional concerns with your account. Take care and have a wonderful day!

mdgarner71
Level 1

My biz checking acct is pulling transactions from the wrong bank acct (a personal joint acct). I've disconnected and reconnected, and still getting wrong info. Help!

I tried disconnecting the account and reconnecting again, and this time it seemed to connect the right one.  It pulled 2 recent transactions, but it missing all others from 7/2/20 to 10/1/2020. 

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