Hi there, @dkeiner. I'm here to lend a hand.
If you have two bank accounts, 1 is connected to online banking in your QuickBooks Online (QBO) account and the other is not, the option to merge is unavailable. You may need to choose what to keep or use moving forward.
If you decided to keep the bank account that is connected to online banking, you can manually upload transactions by clicking the Upload from file option on the Banking page.
Here's how:
- On the left navigation bar, click Banking or Transactions menu.
- Go to the Banking tab.
- Select the blue tile for the account you want to upload the transactions into.
- Choose the Link account ▼ dropdown and click Upload from file.
- Click Browse.
- Choose the file you want to upload.
- Click Next.
- Under QuickBooks Account, select the bank account, then press Next.
- Map the columns and click Next.
- Select the transactions to import and hit Next until finish.
But if you want to connect the other one, you can link it to online banking to automatically download bank transactions up to a certain date.
Additionally, if duplicate transactions are showing, you can exclude the transactions.
- On the left navigation bar, click Banking or Transactions menu.
- Go to the Banking tab.
- Choose the account that is showing duplicate.
- Click the For Review tab.
- Mark the checkbox of the transactions you want to exclude.
- Select the Exclude option
For more insights about the process above, please check out these articles:
For future help, here's an article you can use to reconcile the account in QuickBooks: Reconcile an account in QuickBooks Online.
On the other hand, if you’re referring to something else, please let me know and kindly attach the JPG file again, so I can provide the most accurate resolution.
Drop me a comment below if you have any other questions. I'll be happy to help you some more. Keep safe and have a great day!
