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alaskatrailguides
Level 1

Bank Feeds Direct Connect Missed Connection Deadline

So, I missed the deadline to update the wells Fargo new connection. How do I fix it? I tried to connect with new accounts and when I selected the current accounts to attach them to, it said it couldn't do that since they already existed. Do I add new accounts? What do I do? Thanks!

Solved
Best answer December 20, 2018

Best Answers
Kristine Mae
QuickBooks Team

Bank Feeds Direct Connect Missed Connection Deadline

The current account is still connected to online banking, alaskatrailguides.

 

You'll need to disconnect it, reconnect the same account, then use the new bank URL. Let me guide you with the steps.

 

Before you disconnect the account, you'll have to add and match the existing downloaded transactions.

 

Here's how to disconnect:

  1. Click Banking, then go to the Banking tab.
  2. Choose the account you want to disconnect, then click the Pencil icon.
  3. Click Edit account info, then put a check mark in the Disconnect this account on save box.
  4. Click Save and Close.

Then, connect the same account using the new bank URL. Transactions from the past 90 days will be added. You'll have to exclude them if they're already added to the system.

 

Let me know if you need more help. I'm just here.

View solution in original post

3 Comments
Kristine Mae
QuickBooks Team

Bank Feeds Direct Connect Missed Connection Deadline

The current account is still connected to online banking, alaskatrailguides.

 

You'll need to disconnect it, reconnect the same account, then use the new bank URL. Let me guide you with the steps.

 

Before you disconnect the account, you'll have to add and match the existing downloaded transactions.

 

Here's how to disconnect:

  1. Click Banking, then go to the Banking tab.
  2. Choose the account you want to disconnect, then click the Pencil icon.
  3. Click Edit account info, then put a check mark in the Disconnect this account on save box.
  4. Click Save and Close.

Then, connect the same account using the new bank URL. Transactions from the past 90 days will be added. You'll have to exclude them if they're already added to the system.

 

Let me know if you need more help. I'm just here.

View solution in original post

alaskatrailguides
Level 1

Bank Feeds Direct Connect Missed Connection Deadline

Thanks so much! I didn't want to mess anything up. Worked like a charm. :)

Kristine Mae
QuickBooks Team

Bank Feeds Direct Connect Missed Connection Deadline

You're always welcome, @alaskatrailguides.

 

I'm glad I was able to help you. You can always visit us anytime if ever you have other concerns. Happy holidays! 

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