November 7th, 2009 . . . . .
Categorized under: Quickbooks Advice

Reassign Online Statements To Accoutns In Quickbooks’ Online Banking?

i accidentally assigned online statement “A” to account “B” in QB online banking,
how do i delete this association?
(deleting the statement doesn’t help, next time i download the statement it automatically assigns itself to that wrong acc, i don’t see “options” or “preferences” to fix this anywhere )

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  1. You’ll need to first send or delete any pending transactions for the account in the online banking center.
    1. From the QuickBooks Banking menu, choose Online Banking Center.
    2. If there are messages or transactions listed in Items to Send, click Go Online to send them or click Delete to delete them.
    Next, disable the online access for your account within QuickBooks.
    1. From the Company section on the QuickBooks Home page, click Chart of Accounts.
    2. On the Chart of Accounts window, click the account you want to deactivate once to select it, click Account, and then select Edit.
    3. Click Online Info, and write down the information in each field (to keep as a reference).
    4. Clear the Online Account Access and Online Payment checkboxes, and click OK.
    You will see a QuickBooks Information message stating that disabling accounts in QuickBooks does not discontinue the service with the bank. Click OK to complete the process.
    Finally, setup the correct bank for online access.
    1. From the Banking menu, choose Set Up Online Financial Services, and choose Setup Account for Online Access.
    2. If prompted, click Yes to close all QuickBooks windows.
    3. In the Online Banking Setup Interview window, click the Enable Accounts tab and follow the on-screen instructions.


    qb_guru_
    November 7th, 2009

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