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My bank changed its login URL and now I have two duplicate accounts in QuickBooks Online. Should I merge them?

Forum|Forum|3 years ago
July 24, 2023
7 replies
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My bank changed their online URL. Per these board, I disconnected the old accounts and reconnected the new accounts. I now have two accounts for each and the one that is connected isn't connected to the register of the original one. Do I simply merge the two accounts, making the new one that is connected the one that remains?

Is there anything I need to be careful about?

HELP!

QuickBooks Online

Best answer by Emma_P

It's a common headache when a bank changes its login URL mid-stream, and there's a cleaner path here than merging. QuickBooks Online's standard self-service merge process specifically excludes accounts connected to online banking. Merging those isn't supported that way, so you'd need to contact support directly if the two need to be combined.

Try reconnecting through Link account first

Before creating a second account, it's worth trying the "Link account" option, since it's specifically meant for connecting a new bank login when you already have an account set up, rather than starting fresh:

Go to Accounting, then Bank transactions.
Select Link account on the Bank transactions tab.
Find your bank in the search bar, then select Continue.
Sign in with your bank's updated credentials, and complete any additional security checks your bank requires.
Select the specific accounts you want to connect (for example, Checking or Savings).
Choose a date range for downloading transactions, then select Connect, then Done.

If this results in a new, separate account rather than reconnecting to your original one, that's a good sign it's time to loop in support rather than troubleshoot further on your own, especially since merging bank-connected accounts yourself isn't the supported path here.

If you've already created the second account

Since both accounts are connected to online banking, contact support to have them merged safely rather than doing it yourself through the standard merge steps in the Chart of Accounts.

Resources:

Connect bank and credit card accounts to QuickBooks Online

Merge duplicate accounts

Run into something else with your bank connection? Let us know below.

JenoP

QuickBooks Team

Hi there, DD431.

It looks like a different account was created when you reconnected the bank. Please note that accounts that are connected to Online Banking can not be merged. Additional details about this are discussed here: Merge Duplicate Accounts, Customers, and Vendors in QuickBooks Online.

You'll want to reconnect the bank and delete the second one. Let me guide and share the steps with you. Here's how:

Go back to your Chart of Accounts and look for the original bank account.
Click the drop-down list beside View register, then click Connect bank or Reconnect bank.
Enter required details and follow the same steps to reconnect the account.

After that, disconnect the duplicate account and make it inactive. Please see these articles for more details:

The Community is always here if you need anything else.

D

DD431Author

Thanks for the reply. My challenge is that my bank merged and changed the login URL / login credentials. My original accounts could not connect with the bank.

When I try to reconnect the original accounts it tells me all accounts available have been connected.

Can I disconnect the new accounts, merge with original and then reconnect the new merged account? I don't know if that is possible.

Appreciate your direction.

Emma_P

Answer

Community Manager

It's a common headache when a bank changes its login URL mid-stream, and there's a cleaner path here than merging. QuickBooks Online's standard self-service merge process specifically excludes accounts connected to online banking. Merging those isn't supported that way, so you'd need to contact support directly if the two need to be combined.

Try reconnecting through Link account first

Before creating a second account, it's worth trying the "Link account" option, since it's specifically meant for connecting a new bank login when you already have an account set up, rather than starting fresh:

Go to Accounting, then Bank transactions.
Select Link account on the Bank transactions tab.
Find your bank in the search bar, then select Continue.
Sign in with your bank's updated credentials, and complete any additional security checks your bank requires.
Select the specific accounts you want to connect (for example, Checking or Savings).
Choose a date range for downloading transactions, then select Connect, then Done.

If this results in a new, separate account rather than reconnecting to your original one, that's a good sign it's time to loop in support rather than troubleshoot further on your own, especially since merging bank-connected accounts yourself isn't the supported path here.

If you've already created the second account

Since both accounts are connected to online banking, contact support to have them merged safely rather than doing it yourself through the standard merge steps in the Chart of Accounts.

Resources:

Connect bank and credit card accounts to QuickBooks Online

Merge duplicate accounts

Run into something else with your bank connection? Let us know below.

Try reconnecting through Link account first

If you've already created the second account

Try reconnecting through Link account first

If you've already created the second account

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