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bjmirell
Level 1

Accountant can't get into our account because it stopped synching with PNC Bank. Called PNC and they said to deactivate our account and reactivate it. How do I do this?

 
Solved
Best answer December 10, 2020

Best Answers
JonpriL
Moderator

Accountant can't get into our account because it stopped synching with PNC Bank. Called PNC and they said to deactivate our account and reactivate it. How do I do this?

Hello @bjmirell,

 

You can deactivate and reactivate your bank account connection directly from the banking page. Let me show you how.

 

To deactivate a bank account:

  1. Go to Transactions.
  2. Choose Banking.
  3. On your PNC bank account box, select the Pencil icon.
  4. Select Edit account info.
  5. Put a checkmark on Disconnect this account on save to deactivate your bank.
  6. Click Save and close.

To reactivate your bank:

  1. Go to Transactions.
  2. Choose Banking.
  3. Select Link account.
  4. Enter PNC Bank or the website in the Search field.
  5. You'll be asked to enter your online banking credentials.
  6. Select Continue.
  7. Choose your existing bank account from the list of accounts.
  8. Click Connect.

But please be informed that you may see some transactions that are duplicate or already reviewed ones. This because the integrated connect with your bank in QuickBooks will download your transactions from the last 90 days.

 

Learn more about how you can fix duplicate transactions: Exclude a bank transaction from your expenses in QuickBooks Online.

 

Additionally, you can also browse for the content of this helpful article in case you wanted to start balancing your checkbook: Learn how to reconcile your accounts so they always match your bank and credit card statements.

 

If you have any other questions, please let me know by leaving any comments below. I'll be here to lend a hand. Stay safe and well!

View solution in original post

1 Comment 1
JonpriL
Moderator

Accountant can't get into our account because it stopped synching with PNC Bank. Called PNC and they said to deactivate our account and reactivate it. How do I do this?

Hello @bjmirell,

 

You can deactivate and reactivate your bank account connection directly from the banking page. Let me show you how.

 

To deactivate a bank account:

  1. Go to Transactions.
  2. Choose Banking.
  3. On your PNC bank account box, select the Pencil icon.
  4. Select Edit account info.
  5. Put a checkmark on Disconnect this account on save to deactivate your bank.
  6. Click Save and close.

To reactivate your bank:

  1. Go to Transactions.
  2. Choose Banking.
  3. Select Link account.
  4. Enter PNC Bank or the website in the Search field.
  5. You'll be asked to enter your online banking credentials.
  6. Select Continue.
  7. Choose your existing bank account from the list of accounts.
  8. Click Connect.

But please be informed that you may see some transactions that are duplicate or already reviewed ones. This because the integrated connect with your bank in QuickBooks will download your transactions from the last 90 days.

 

Learn more about how you can fix duplicate transactions: Exclude a bank transaction from your expenses in QuickBooks Online.

 

Additionally, you can also browse for the content of this helpful article in case you wanted to start balancing your checkbook: Learn how to reconcile your accounts so they always match your bank and credit card statements.

 

If you have any other questions, please let me know by leaving any comments below. I'll be here to lend a hand. Stay safe and well!

View solution in original post

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