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RoxAnn
Level 1

BANK FEEDS

When I try to download bank feeds, the program will not let me select my bank account.  It creates a new bank account and downloads the transactions there.  How do I redirect it to my account?  Do I need to deactivate it and reset it up?  QB Support just wants to charge you.  The program also crashes everytime you try to manually select transactions.

2 Comments 2
Catherine_B
QuickBooks Team

BANK FEEDS

I can help you direct the bank downloaded transactions to the original bank account, RoxAnn. 

 

To get the up-to-date fixes of your company file, let's update QuickBooks to its latest release. Then, run the Verify Rebuild Data Utility to ensure the company file is error-free from possible data damage. Go to the Bank Feeds window and try to update the old bank account if transactions are downloading from there. 

 

If you get the same thing, I'd suggest creating a backup of your company file before we proceed in deactivating the bank account. Then, merge them into the account where transactions downloaded. 

 

QuickBooks won’t allow you to make changes if there are still pending transactions so let's ensure that before deactivating Bank Feeds, you were able to match or delete all of the downloaded transactions.

 

You can follow these steps on how to deactivate bank feeds: 

  1. Go to Lists and then select Chart of Accounts.
  2. Look for the original bank account you want to deactivate and then right-click on it. Then select Edit Account.
  3. Go to the Bank Feed Settings tab.
  4. Select Deactivate all online services and then OK to confirm.
  5. Click Save & Close.

Once done, merge the deactivated bank account to the new one. Check the account if the Bank Feeds settings is still active for online services

 

Keep me posted on how this works. I'll be around the corner to help you with any questions you have about your bank feeds. You take care!

BigRedConsulting
Community Champion

BANK FEEDS

This is normal and it happens when the account you want to import into is already associated with a bank and routing number, or a credit card account number, for import that is different than the ones in the QBO file you're attempting to import.

 

To get the account to show up as an option, edit it from your chart of accounts and and then on the Bank Feed Settings tab, pick Deactivate All Online Services.

 

Then try importing the QBO file again and you should see the account as available to associate with your QBO file.

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