Hello.
I'd like to take this opportunity and ensure you'll get the solutions you need to fix the bank feed issues with Discover.
The original post points out multiple errors with Discover's bank feed connections. Can you specify which error you encountered when managing the connection?
I'd appreciate if you could provide more details about this. This way, I'll be able to come up with the solution to help you fix this.
In the meantime, we can do the following steps if you haven't done them already.
If you've encountered the error where you can't deactivate the bank feed connection, this might be caused by a list issue within the Chart of Accounts.
In this case, you'll want to re-sort your account list to fix this. Here's how:
- Go to the Lists menu, then select Chart of Accounts.
- Check the Include Inactive checkbox if you've inactivated some accounts before.
- While the Chart of Accounts screen is active, click the View menu, then select Re-sort List.
- Click OK.
- Close and reopen your company file.
You can also find other solutions here: Fix issues when deactivating bank feeds.
Also, common errors in the bank feeds can also be fixed by running and installing the Tool Hub utility. You can download and install the latest version of the utility here: Fix common problems and errors with the QuickBooks Desktop Tool Hub.
After fixing the issue, you can start re-connecting your Discover account with the latest connection link. When the transactions come in, start categorizing them when needed.
When you're ready, you can start your regular reconciliation to close out the current accounting period. I'll add this article in case you need a guide: Reconcile an account in QuickBooks Desktop.
I'm still looking forward to your reply regarding the clarifications and details. If you do have other concerns about your entries or the bank feeds connections, let me know and I'll help you out.
