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JoelJacobs
Level 1

Upgraded to 2019, imported old files, Bank Feeds don't work

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!

1 Comment 1
HoneyLynn_G
QuickBooks Team

Upgraded to 2019, imported old files, Bank Feeds don't work

Greetings, @JoelJacobs.

 

The details you've added is much appreciated. Let's work together to resolve your customer's bank feeds issue.

 

Before we try more steps, make sure you've created a back up copy to avoid data loss. We can start with re-sorting the Chart of Accounts and check for data damage. This is a way of refreshing your accounts list.

  1. Click Lists.
  2. Choose Chart of Accounts.
  3. At the bottom, click the Account tab.
  4. Choose Re-sort List.

 

If there are identified data issue, you can refer to this article in resolving it: Verify and Rebuild tool.

 

After that, try uploading transactions via QBO file once more. You should be able to select the account set up for syncing. Otherwise, I suggest letting them call our QuickBooks Desktop Customer Care team. 

 

They have more tools, such as screen sharing, to help us investigate the cause of this issue. They can also verify if this error is only specific to your customer's bank.

  1. Click this link: https://help.quickbooks.intuit.com/en_US/contactus.
  2. Select QuickBooks Desktop.
  3. Choose your QuickBooks for Windows version.
  4. Select the issue/topic.
  5. Click the Get Phone Number button.

Let me know if you're able to import transaction or use the bank feed features. I'm still here to help you more. Have a good one.

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