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H
hjoseph
March 25, 2022
Question

Linked Bank Account Duplication

  • March 25, 2022
  • 1 reply
  • 4 views

Question: We need to re-link several bank accounts as they were not updating (automatically and the Update button didn't work either); however, this cause the same accounts to be listed twice. How to I correct? Thank you.

1 reply

G
giobookkeeping
March 26, 2022

You can try merging the two duplicate accounts into one. Steps here. Keep in mind, though, that if you have transactions added in either two accounts, it will all show up into the account you want to keep. Good luck! 

H
hjosephAuthor
April 11, 2022

I'm getting an error message: You can't change the parent of this account because it or its parent is already set up for Online Banking or Web Connect. 

 

However, the original account "parent" did not link to the bank account so when we tried to re-connect to the bank it created a new bank account in the chart of accounts. 

C
Candice14
Level 8
April 11, 2022

Good morning, @hjoseph. 

 

Thanks for coming back and letting us know some additional information on this. 

 

If merging the accounts didn't help, then the best route would be to contact our Customer Support Team for further assistance. Here's how: 

 

  1. Go to the Help (?) icon in the top right-hand corner. 
  2. Press the Contact Us button. 
  3. Give a brief description of the problem and hit Let's talk. 
  4. Scroll down and choose to Get a callback. 

 

It's that easy! 

 

Keep us updated on how the call goes. If you have any other questions, don't hesitate to come back. Take care! 

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