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cherahawhite
Level 1

I upgraded QB, download my transactions, but wants me to create a new bank acct. I have the same bank account and when I look at the acct # it's wrong. How do I fix this?

 
10 Comments
Michael K
Moderator

I upgraded QB, download my transactions, but wants me to create a new bank acct. I have the same bank account and when I look at the acct # it's wrong. How do I fix this?

Hey there, @cherahawhite. Glad to have you here in the Community.

 

Reconnecting your bank account is super easy. Check it out:

 

  1. Go to the Banking tab.
  2. Select the blue tile at the top for the bank account you want to update.
  3. Select the Update button. If you see a message about additional authentication, follow the on-screen instructions. Not all banks require this, but some do for added peace of mind.

For more information on connecting your bank to QBO, check out: Connect bank and credit card accounts to QuickBooks Online

 

Please let me know if there's anything else I can do to be of assistance. Have a good one!

cherahawhite
Level 1

I upgraded QB, download my transactions, but wants me to create a new bank acct. I have the same bank account and when I look at the acct # it's wrong. How do I fix this?

Hi @Michael K 

 

I’m not understanding step 2. When I go to the banking tab I don’t see a place to select the bank account. I can go the the bank feeds center and see the account information. However I don’t see update anywhere.  I’m using the desktop version, perhaps that is the difference?

AlcaeusF
Moderator

I upgraded QB, download my transactions, but wants me to create a new bank acct. I have the same bank account and when I look at the acct # it's wrong. How do I fix this?

Allow me to chime in, @cherahawhite.

 

The detailed steps and screenshots provided by my colleague is for QuickBooks Online. To successfully connect and download transactions, I suggest disconnecting the existing account with the incorrect account number.

 

Here's how:

 

  1. Click the File tab at the top menu.
  2. Hover over Back up Company.
  3. Select Create Local Backup.

For the detailed instructions and additional information about the process, check out the Back up your QuickBooks Desktop company file article.

 

After creating your own copy, I recommend you proceed with disconnecting the account from QuickBooks. You can follow these steps:

 

  1. Click the List menu.
  2. Select Chart of Accounts.
  3. Select the credit card account and click the pencil icon to edit it.
  4. Click the Online Settings button.
  5. Select Not enabled from the Download Transactions dropdown menu.
  6. Click OK.

Lastly, set up the online services for the new bank account number through these steps:

 

  1. Click the Banking menu.
  2. Select Bank Feeds.
  3. Select Set Up Bank Feed for an Account.
  4. Follow the on-screens instruction to import the transactions via WebConnect.

Here’s an article with detailed instructions on how to download transactions in Bank Feeds. It also provides additional links related to connecting your bank:

 

Download Bank Feed transactions in QuickBooks Desktop.

 

Let me know if you have further questions or other concerns. Please know the Community has your back. I’ll be right here to assist further.

cherahawhite
Level 1

I upgraded QB, download my transactions, but wants me to create a new bank acct. I have the same bank account and when I look at the acct # it's wrong. How do I fix this?

This is so frustrating! When I try to back up the company it tells me I have to rebuild the file. After the rebuild has completed the rebuild results show errors it could t fix. The error I get is 194. Which is invalid bank routing number. Which is why I’m trying to do this in the first place. The account number and routing numbers are messed up with letters and a bunch of random numbers. It doesn’t give me an option to change these. I’ve gone to bank feeds then edit account settings. In the general tab it shows the incorrect account and routing numbers but I can’t edit them. When I click on “How do I change the account number” it basically tells me to deactivate all online services then go back in and connect again. Only when I try to deactivate all online services it gives me an unrecoverable error and kicks me out of quick books. At this point since I can work in this system I’m ready to ask for my money back. Everything was fine until I did this stupid upgrade. 

Michael K
Moderator

I upgraded QB, download my transactions, but wants me to create a new bank acct. I have the same bank account and when I look at the acct # it's wrong. How do I fix this?

Hey there, @cherahawhite. Thanks for providing an update.

 

We understand that errors and issues while using our products can be frustrating. I can assure you our Team can get this resolved for you. I recommend getting in touch with our QuickBooks Desktop Support Team, as they have the tools necessary to find out what's causing this issue. Additionally, they'll be able to screen share with you to take a look at exactly what you're experiencing. It's super easy to get in touch. Take a look:

 

  1. Open QuickBooks.
  2. Go to Help, then click QuickBooks Desktop Help.
  3. Select Contact Us.
  4. Give a brief description of your issue, then hit Continue.
  5. We’ll provide you a few support options. Select which one is best for you.

 

That's it! We're always available here in the Community to help. Thank you for bringing us your questions.

blwhite3
Level 1

I upgraded QB, download my transactions, but wants me to create a new bank acct. I have the same bank account and when I look at the acct # it's wrong. How do I fix this?

Were you ever able to get this resolved?  I am having the same issue.

MaryAnn_E
QuickBooks Team

I upgraded QB, download my transactions, but wants me to create a new bank acct. I have the same bank account and when I look at the acct # it's wrong. How do I fix this?

Hello, @blwhite3.

 

 

Let's disconnect and reconnect the account to re-establish the connection. This way, you can update the password once you reconnect the bank. We'll first need to save the data by backing up the company file.

 

To disconnect:

  1. Go to the Lists menu located at the top to get to the Chart of Accounts
  2. Right-click the credit card account that needs to be deactivated then pick Edit Account
  3.  Now go to the Bank Feeds Settings tab and select Deactivate all online services
  4. Once done, hit OK and Save.

 

After that, reconnect again using the replacement credit card information. Here's how:

  1. Go to the Banking menu at the top to get to the Bank Feeds and Set Up Bank Feeds for an Account
  2. In the Enter your Bank’s name field, type the name of your FI.
  3. Choose which FI to add to QuickBooks in the Link your Accounts screen.

 

For additional resources, consider checking out this article: Edit Bank Feed settings for bank or credit card accounts.

 

If the issue persists, here are the solutions to help you solve online banking issues. You can check this article for the detailed steps and start with solution 1: Fix Online Banking.

 

I'll be right here to help if you need further assistance. Have a great day.

blwhite3
Level 1

I upgraded QB, download my transactions, but wants me to create a new bank acct. I have the same bank account and when I look at the acct # it's wrong. How do I fix this?

I spent two hours on the phone troubleshooting and then he closed my ticket without ever calling me back.  I am extremely frustrated.  We tried creating a new account and it worked fine.  It still won't allow us to disable since the routing and checking numbers are incorrect.  He said he would escalate and it's been a week later and the only thing I received was an email saying the ticket was closed.  I just would like someone from support  remote in but he said that wasn't possible.  I just paid to upgrade to Desktop Pro 2020 and still can't get support.   

MaryJoyD
QuickBooks Team

I upgraded QB, download my transactions, but wants me to create a new bank acct. I have the same bank account and when I look at the acct # it's wrong. How do I fix this?

We don't want you to feel this inconvenience, @blwhite3.

 

I suggest reaching back to our Customer Support team to follow-up on the escalation ticket that they've created for you. Let them know that the issue isn't resolved yet. 

 

Here's how to reach them:

  1. From your QuickBooks Desktop account, click the Help menu at the top. 
  2. On the Have a Question? window that appears, provide some insight with this concern, and hit the Search button. 
  3. Click the Contact Us link at the bottom of the window.
  4. You'll now be provided a few support options. 

Here's the contact the QuickBooks Desktop Customer Support Team article for more information about this.

 

I'm always here if you need more help with your account. I'm always here to assist. Have a wonderful day!

tm26
Level 1

I upgraded QB, download my transactions, but wants me to create a new bank acct. I have the same bank account and when I look at the acct # it's wrong. How do I fix this?

Hi All,

 

I had this same issue after upgrading QB 2017 to QB 2020; the routing and account numbers for my bank accounts appeared to be encrypted (many characters and symbols). Trying to "Deactivate All Online Services" just so I could edit the routing and account numbers immediately resulted in a program crash. I spent a good majority of my day today in a chat with support where they blamed it on me using a trial version of QB 2020 (why not defer paying for it for 30 days?), the insisted it's not a bug, eventually tried to get me to switch to QB Online and finally just said my company file was corrupt, send it to them and Data Service group would fix it in 7 - 10 days. I felt this was unacceptable and spent the rest of my evening figuring out the fix myself; hopefully, this will save folks some aggravation.

 

The Fix:

1. Backup your QB file.

File -> Back Up Company

 

2. Export IIF

File -> Utilities -> Export -> Lists to IIF Files

Select Chart of Accounts and click OK
Browse to the folder where you want to save the file and then click on Save

 

3. Edit the saved IIF

Find the file on your computer and open it with Microsoft Excel. It's a TAB separated file so it may ask you for import setting but the defaults should suffice.

Scroll down to the bottom of the sheet to the !QB ONLINE row.

Below this is where the routing number and account info is displayed; the messed up routing (ROUTNUM) and account (OLACCNT) numbers should be obvious.

Either replace the characters in the cell with the actual account/routing numbers or set them to 0 (zero).

Change the OLFEDID value to 0 (zero).

Change Y to N for the OLBANKING, OLBILLPAY, OLENABLED, and OLTAB columns to disable bank feeds as well. This just needs to be done for the row with the messed up account, not for all of them.

Save the file. Excel may prompt you that some features may not be saved for the TAB separated format but that's OK.

 

4. Import the Edited IIF

File -> Utilities -> Import -> IIF Files

Here's the interesting part; there are actually two mechanisms to import IIF files. You can read about it at length in this article: QuickBooks 2019 & 2020 IIF Import

The bottom line is don't import via the big blue obvious "Import IIF" button. There is a smaller text link below it that states "Import it for me. I'll fix it later"; ominous I know but that's what we want as long as you haven't gone rogue editing your IIF file... but that's what backups are for right?

You'll get another warning to backup your files but on this screen, you can click the blue "Import IIF" button. Next should be a "Your data has been imported" message. Now you can open your chart of accounts and check to see if your account numbers are fixed.

 

5. Setup Bank Feeds (again)

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