Question

Bank Login changed , after re-adding bank seeing duplicate account in report

Forum|Forum|8 months ago
December 28, 2025
3 replies
98 views

Bank changed login page , I re-added the account and now have duplicate bank account , how to merge them without loosing old account transactions ?

When creating report the old account and new account both are showing up .

QuickBooks Online

EduardA

QuickBooks Team

Welcome to the Community, @BIPCchicago.

You only lose old account's transactions in the Pending tab when you disconnect it but any transactions posted to your books will remain. If you don't want to lose the pending transactions, post them to your books before disconnecting it.

Once the old account is disconnected, merge it with the duplicate account.

Here's how to disconnect the old account:

Go to the Chart of Accounts, then find the old account.
Under the Action column, click its dropdown arrow and select Edit.
Tick the box for Disconnect this account on save.
Hit Save.

Here are the steps to merging accounts:

Go to the Chart of Accounts, then find the duplicate account.
Under the Action column, click its dropdown arrow and select Edit.
Change its Account Name, Account Type, and Detail Type to match to that account we just disconnected.
Hit Yes, merge accounts.

Before proceeding, you may want to review these guides for additional details:

Should you have any other concerns, feel free to reply to this thread.

B

BIPCchicagoAuthor

Thanks , I tried the above steps but now the bank balance is not matching with the quickbook balance for that account .

N

NerbynMaeI

QuickBooks Team

Thank you for replying to this thread, BIPCchicago.

There are several reasons why your QuickBooks account balance and your actual bank balance don't match. Let me share some information regarding this.

Please know that the QuickBooks balance is affected by the transactions you've entered and added to the register. Meanwhile, the bank balance is dependent on the information provided by your bank.

If you notice a significant discrepancy between your QuickBooks balance and your bank balance, identifying the root cause will help you make the necessary adjustment. Below are some factors that may affect your account balance:

Outstanding transactions
New transactions for a connected account
Duplicate transactions
Edited or deleted transactions
Credit card (liability) account

If you have unreviewed entries, categorize them and match them accordingly. Doing so ensures your recorded transactions are consistent with your official bank statements.

Please also note that the financial institutions may vary in how quickly they transmit transaction updates to QuickBooks. As a result, timing differences are a common reason why your balances might temporarily not match.

Don't hesitate to reach out to us again if you need anything else.

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