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Mike787
Level 1

LOST a checking account using "Disconnect this account on save". Can I get it back??

LOST a checking account using "Disconnect this account on save".

Can I get it back??

I was trying to reconnect my back account and I thought that by disconnecting it, it might ask for new credentials. I was wrong. It removed my checking account from my Banking tab and I would like to reverse my actions.

Any ideas?

Thanks!

Solved
Best answer October 19, 2020

Best Answers
Catherine_B
QuickBooks Team

LOST a checking account using "Disconnect this account on save". Can I get it back??

You can reconnect your checking account, Mike787.

 

We're unable to reverse the action made. No worries, if you disconnect an account from online banking, it stays active and available in your Chart of Accounts. The system just stops downloading new transactions. You can reconnect it to start downloading transactions again. Aside from that, disconnecting an account deletes any transactions that still need to be reviewed in the For Review tab. If they're older than 90 days, you won't be able to download them into QuickBooks again. However, you can manually upload them. 

 

Here's how to connect:

  1. Log in to QuickBooks Online.
  2. From the gear icon, click Chart of Accounts.
  3. Look for the checking account to reconnect.
  4. Click the drop-down arrow under the ACTION column.
  5. Select Connect bank

You can use these references for a more detailed process on how to connect your bank and manually upload more than 90 days of transactions.

 

I'm just here if you have other questions. You take care and have a great day!

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7 Comments 7
Catherine_B
QuickBooks Team

LOST a checking account using "Disconnect this account on save". Can I get it back??

You can reconnect your checking account, Mike787.

 

We're unable to reverse the action made. No worries, if you disconnect an account from online banking, it stays active and available in your Chart of Accounts. The system just stops downloading new transactions. You can reconnect it to start downloading transactions again. Aside from that, disconnecting an account deletes any transactions that still need to be reviewed in the For Review tab. If they're older than 90 days, you won't be able to download them into QuickBooks again. However, you can manually upload them. 

 

Here's how to connect:

  1. Log in to QuickBooks Online.
  2. From the gear icon, click Chart of Accounts.
  3. Look for the checking account to reconnect.
  4. Click the drop-down arrow under the ACTION column.
  5. Select Connect bank

You can use these references for a more detailed process on how to connect your bank and manually upload more than 90 days of transactions.

 

I'm just here if you have other questions. You take care and have a great day!

Icantwait2leavethisawfulsoftware
Level 1

LOST a checking account using "Disconnect this account on save". Can I get it back??

Oh yeah sure let me just go ahead and click "connect" on my bank account that's been ƒucking closed for 7 ƒucking years! So simple, why didn't I think of that!

 

What a splendid idea to put NO WARNING WHATSOEVER on a catastrophic selection on goddamn software with NO ƒUCKING UNDO function after it constantly ƒucking forces itself onto the non synced account every goddamn time you do anything whatsoever anywhere in the bank feed on any other account so it can waste as much time as possible for goddamn years with no simple "ignore" option, or imagine this: Disconnect does what it ƒucking says and disconnects from sync without removing all your goddamn uncategorized transactions.

 

I've ƒucking had it with this. God for ƒucking bid there be ANY kind of undo or restore function on this asinine software. Sure let me go ahead and call support, oh but wait they're ƒucking closed when I have time to deal with this so let me go ahead and waste billable hours dealing with this when they're open so they can basically transfer me around and say they'll fix the issue and nothing ever gets done and I have to waste more of my ƒucking time calling in again.

 

I'm so done with this dumpster fire I'm looking at other options, ƒucking excel spreadsheets would be more intuitive than this.

tbutton
Level 2

LOST a checking account using "Disconnect this account on save". Can I get it back??

There is no option in the Action dropdown menu next to the account to "Connect bank". If I Connect the same account QB is too dumb to realize it's the same account and it will produce 1000's of duplicate transactions that will need to be manually deleted and re-categorized, etc.

 

Please advise, perhaps this process has changed as this thread is nearly 2 years old but as of December of 2022 this workflow doesn't work as expected to reconnect an already existing account.

MJoy_D
Moderator

LOST a checking account using "Disconnect this account on save". Can I get it back??

I can help you with connecting your bank account to pull up your latest transactions, @tbutton.

 

Yes, you're right. Connecting two of the same accounts will cause duplicate transactions. 

 

Can you tell me why you're attempting to reconnect the bank account?

  

If you're having problems with your bank account and need to update some information, you should consider updating your bank information instead to avoid duplicates.

 

Here's how:

 

  1. Go to Bookkeeping, select Transactions and click on Bank transactions.
  2. Choose the tile for the bank account and click the Edit ✎ icon.
  3. Select Edit sign-in info and update the information needed. 

 

To fix bank errors you'll possibly encounter when updating your bank account information, follow the links to fix specific download errors in this article: What to do if you get a bank error or can't download transactions in QuickBooks Online.

 

If you're trying to connect this account, follow the steps provided in the following article on how to do it from the Transactions page: Connect bank and credit card accounts to QuickBooks Online. Please take note that the steps provided by Catherine_B above is connecting bank accounts from the Chart of Accounts page. 

 

Once you've downloaded your transactions and encountered duplicates, set them as Excluded. They'll be moved to the Excluded tab and won’t be added to QuickBooks or downloaded again. Here's more information about excluding transactions and reviewing them to put them in the correct accounts: Categorise and match online bank transactions in QuickBooks Online

 

To make sure that your accounts are accurate, review your accounts in QuickBooks to make sure they match your bank and credit card statements. Check out this article for the step-by-step process and resolve any errors you'll possibly encounter: Reconcile an account in QuickBooks Online

 

I'm always here if you need further help with your bank connection. Keep safe, and have a great weekend!

tbutton
Level 2

LOST a checking account using "Disconnect this account on save". Can I get it back??

This happens when a debit/credit card is compromised and a new card number is issued. For whatever reason, QB isn't smart enough to realize that it's the same account and so it will lose connection.

 

I figured out how to do it before seeing your response but ultimately what you have laid out doesn't work. This is for QB Online, there is not a "Bookkeeping" section as you've laid out. Which is also the problem with Catherine_B's previous steps, as you could see by the original screenshot I provided, that option was not listed under actions.

 

The steps taken to make this reconnect without causing a bunch of duplicates, etc. and maintain all of your existing account categorizations that have already been reviewed is as follows:

 

  1. Go to Banking.
  2. Once there, click on the "Link account" dropdown and select "Manage connections"
  3. From there you will see all of your linked accounts, both presently connected as well as the accounts that have been disconnected. These all have a slider next to them that if disconnected will be grayed out and if it is active will be green. For the account you want to reconnect click the switch to turn it green, you will then be able to select the same account association and reconnect it.
  4. To avoid duplicates or other account confusion, choose the start date from the latest that had been categorized, for me that was today's date.
  5. Done, all of your pre-existing transactions and categorizations should remain in tact and now it is reconnected without any of the problems QB likes to introduce.
Marysf86
Level 1

LOST a checking account using "Disconnect this account on save". Can I get it back??

Hi, I tried this last step, but the online bank that I need to reconnect it's not on the list.
so, what do I do now???

Archie_B
QuickBooks Team

LOST a checking account using "Disconnect this account on save". Can I get it back??

Hi there, Marysf86. Let's go over certain details to help you connect your bank to QuickBooks Online.

 

Connecting a bank or credit card account allows QuickBooks to download transactions. However, there are times when you can't find your bank when you try to set it up. These are some possible explanations:

 

  • Your bank has multiple names on our list. Make sure you have selected the correct listing or have tried all possible links. Search by the banking sign-in URL to ensure you are using the correct listing.
  • Your bank does not connect to all types of accounts (for example, personal accounts vs business accounts).
  • Your bank is not a participating financial institution.

 

To fix this, we must ensure that the spelling is exactly as it appears on your bank's website. If that doesn't work, try broader names like "HSBC." You can also search using the bank's URL. For example, look up "hsbc.com" to find HSBC.

 

If you still can't find your bank, you can use other versions of your bank's name. A financial institution may have multiple bank names or different types of accounts, but only release one website for connection to QuickBooks Online. I've added this article for the detailed steps: Find your bank or credit card account when you connect to online banking.

 

Once you successfully connect your bank or credit card account to QuickBooks, you can use this link as a future reference: Categorise and match online bank transactions in QuickBooks Online. This will guide you on how to review downloaded transactions from your bank.

 

Feel free to come back to this thread if you have other banking concerns. I'll be here to help. Take care and enjoy your day!