Hey there, @cherahawhite. Glad to have you here in the Community.
Reconnecting your bank account is super easy. Check it out:
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!
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?
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.
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:
Lastly, set up the online services for the new bank account number through these steps:
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:
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.
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.
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:
That's it! We're always available here in the Community to help. Thank you for bringing us your questions.
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.
After that, reconnect again using the replacement credit card information. Here's how:
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.
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.
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:
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!
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.
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.