HOWTO: Change Your QuickBooks Web Connect Account

Business HOWTOs

Awhile back I changed banks (bank buyout/name change) and have been fighting with Quickbooks (2010) when I do my web connect imports. When I go yo “Online Banking” > Import within QuickBooks – I have the account I want to use open, but when the .qbo file opens, it goes to my old account (previous bank). This was driving me crazy and I finally decided it was time to fix this.

To disassociate an account/fix this issue:

  1. Select the Lists menu and then select Chart of Accounts.
  2. Select the account you wish to unlink from imported online transactions, and then select Edit from the Action pop-up menu.
  3. Click Online Settings.
  4. Click the Download Transactions drop-down arrow.
  5. Select Not enabled, and then click Save.
  6. In the Edit Account window, click OK.

You can then have Quickbooks use your new account name – especially helpful when switching banks, or if your bank name changes.

Once you have removed the association from the old account – to set up the new account to properly import the transactions – you just need to make sure the account window is correctly open (new bank name) before importing.

(Documentation taken from:

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