BeerOutside
Level 2

My bank was bought by another and I'm having problems merging the accounts

One of my banks was bought by another mid year and merged. I no longer have access to the online bank of the previous bank (MV) but the transactions from prior to the merge are already in QBO along with some from after. I added the new bank (MT) account to QBO and have some of the transactions from prior to the merge in QBO. I tried to merge the accounts according to the instructions Here but I'm getting the error message "You can't merge two accounts that are both set up for Online Banking or Web Connect." 1) Why am I getting this error and how do I rectify and merge the accounts? Is there a setting I'm missing? 2) Can I ignore transactions after the merge date from the MV account and prior to the merge in the MT account? Then using the end balance in MB as the opening balance in MT?

 

Thank you