Catherine_B
QuickBooks Team

Banking

Thanks for the clarification, jdsh.

 

We can verify if the existing Citi credit card account is active. It's possible that it was made inactive that's how you're unable to select it when manually importing transactions. 

 

Here's how: 

 

  1. Go to the Lists menu and select Chart of Accounts.
  2. Look for the Citi bank account, if you can't see it, just click Include inactive at the bottom.
  3. Right-click on the account and select Edit account.
  4. Go to the Bank feed Settings and ensure that the Active Online Services option is selected. 
  5. Click Save & Close.

If it was made inactive, just right-click on the account and click Make Account Active. You can merge the accounts since you've created a new one. You'll have to deactivate it from online services first for you to merge it. Just edit the old account and rename it with the new account. Follow the onscreen instructions until you've merged them successfully. 

 

Feel free to use these link that will help you manage bank downloaded transactions: 

 

Let me know if you have other questions. Take care!