cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Level 4

Trying to disconnect bank feed

I am a bookkeeper working with a client.  I am using their installed version of QB Desktop Pro 2019 on their computer.  I am trying to connect bank feeds for the client's bank and 2 credit cards and am having an issue.

 

Apparently last year sometime, the client attempted to make the connection but either didn't follow through or something went wrong.  After talking to the bank, the bank said to remove the connection from their website and from our QB.  I went into the chart of accounts and clicked on Bank Settings and clicked on disconnect all connections and got the following error message:

 

You cannot make changes to the online information for this account because there is a payment service update pending.  Please go to Bank Feeds and update your payment service.

 

I have looked in Bank Feeds and do not find any updates or any waiting transactions.

 

Can anyone point men in the right direction to fix this problem?  I talked with QB Support through chat and the only solution they would give me is to buy a $300 annual support package, which the client will not do.

 

 

Solved
Best answer May 15, 2020

Best Answers
Highlighted
QuickBooks Team

Trying to disconnect bank feed

Good day, GolfNut72.

 

I understand that you need to connect the bank to QuickBooks Desktop. We're unable to disconnect it if it's linked to any pending transactions or payment services like Online Bill Pay or QuickBooks Payments.

 

It'd be best to reach out again to our Customer Support Team so they can check what payment service is this. That way, they can also show you how to remove it. 

  1. Go to the Help menu and select QuickBooks Desktop Help.
  2. Click Contact us on the pop-up and enter Bank feeds in the description field, then hit Search.
  3. Choose either Call Us or Message Us.

I've added these articles to learn more about banking:

Leave a comment below if you have other questions. Wishing you all the best!

View solution in original post

2 Comments
Highlighted
QuickBooks Team

Trying to disconnect bank feed

Good day, GolfNut72.

 

I understand that you need to connect the bank to QuickBooks Desktop. We're unable to disconnect it if it's linked to any pending transactions or payment services like Online Bill Pay or QuickBooks Payments.

 

It'd be best to reach out again to our Customer Support Team so they can check what payment service is this. That way, they can also show you how to remove it. 

  1. Go to the Help menu and select QuickBooks Desktop Help.
  2. Click Contact us on the pop-up and enter Bank feeds in the description field, then hit Search.
  3. Choose either Call Us or Message Us.

I've added these articles to learn more about banking:

Leave a comment below if you have other questions. Wishing you all the best!

View solution in original post

Highlighted
Level 4

Trying to disconnect bank feed

I was finally able to figure the problem out.  There were several memorized transactions that had not been entered into the system.  I deleted the memorized transactions and the problem was resolved.

 

Thank you

EJ

Need to get in touch?

Contact us