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taile77
Level 2

Why are new bank accounts being created? I had to fix it 3 times during this year and it took so much time to reconcile them all. It is annoying.

 
3 Comments 3
AddieC
QuickBooks Team

Why are new bank accounts being created? I had to fix it 3 times during this year and it took so much time to reconcile them all. It is annoying.

Hi there,

 

Syncing your bank account with QuickBooks Online means that you'll feel confident knowing that all of your transactions are accounted for in your books. QuickBooks makes the reconciliation process quick and simple, by allowing you to add and match your banking transactions directly in the account. I'll help shed some light on the next steps you should take if you're noticing additional accounts appearing in your QuickBooks Online subscription. 

 

Connecting to a financial institution in the Bank Feed requires stringent verification process, which includes entering your banking username and password. The only way for new accounts to be synced to the Bank Feed is by going through the following process: Connect bank and credit card accounts to QuickBooks Online

 

If you're seeing new accounts being added, I recommend looking at your Audit Log to see which user may have added these additional accounts. To find the Audit Log, click the Gear icon. You can filter your results to make this a quicker search. 

 

If these bank accounts are appearing in the Chart of Accounts, not the Bank Feed, follow the same process in the Audit Log to find out who has created them and when.

 

Otherwise, I'd encourage you to reach out to our tech support team so we can further investigate what's happening here. 

 

I hope this helps. 


Have a wonderful day.

taile77
Level 2

Why are new bank accounts being created? I had to fix it 3 times during this year and it took so much time to reconcile them all. It is annoying.

It happened again. See attached.

 

I'm not sure if this is a technical issue, but it does keep recurring. I would think that if I made an account inactive that it stays inactive and out of any selection box so that it is not selected as a default account.

 

Also:

- I checked the audit log and nothing out of the ordinary popped up since I am the only one that has access to this QBO account for my client.

- I just made that "bank" account inactive prior to making the payment $5,229.41, so it should not appear in that area right? This "bank" account is also not synced to the data that the bank provides. The account that I want payments to be made out of is.

- Every time this happens I have to redo all the payment entries again in payroll. Is there an easier way to just transfer it to the correct bank account?

- Is there a way to permanently delete an account instead of making it inactive?

taile77
Level 2

Why are new bank accounts being created? I had to fix it 3 times during this year and it took so much time to reconcile them all. It is annoying.

It is also not about having the account syncing to the bank feed that I am having problems with; I have the required bank and CC account synced. It is just that the "bank" account should not be appearing anywhere in the first place since I have made it inactive. This is resulting in me making these errors because I would think that it would not show up, especially not as the default selection.

 

 

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