Banking

Hello k_jones71,

I'm here to take care of you. Let me help you download the bank transactions into QuickBooks Desktop.

Since you're having issues when downloading the bank feeds, you can create a test account and set this up for online banking.

If you can download the transaction using the test account, let's go ahead and merge it to your original account.

Here's how:

1. Click Lists at the top menu bar, and select Chart of Accounts.
2. Right click anywhere, and select New.
3. Select Bank, and click Continue.
4. Enter the correct bank's name in the Account Name field.
5. Click Save and Close.
6. Right click the old account, and rename it to the correct bank's name.
7. Click Save and Close.
8. Click Yes when you get the prompt to merge the accounts.

For more troubleshooting steps, feel free to check out this article: Bank Feed Errors In QuickBooks Desktop.

I'd appreciate if you can update me on how it goes. I'll be here if there's anything else you need. Have a great week.