Hello all,
I'm a member of a Financial Institution trying to help a customer with their QuickBooks issues following an update to QB2019.
They were able to get their old company files to work with the new version and their transactional data was brought over successfully. However, when they attempt to upload transactions via QBO file or by setting up Direct Connect, they are not given the option to select their accounts currently set up for syncing.
Normally, I assume this means that something has changed and it's not directly identifying the account for some reason. Usually easy enough to fix, just deactivate bank feeds for the accounts in question by right clicking them in the Chart of Accounts, going to "Edit Account" and deactivating the bank feeds. Then re-setting them up.
The customer tries this, and they get an error stating that no non-alphanumeric items are allowed in the customer ID and it won't allow a type-over. I have confirmed that they have no outstanding/unmatched transactions in the bank feeds as well.
In short, they are unable to deactivate the bank feeds for their accounts that were previously activated with an old version and brought over to QB2019 - so they are unable to set up a new/correct bank feed for those accounts.
Is there something that I'm missing? or is there another work around I can provide the customer?
Thanks in advance!