I'll go over how we can fix the error you've encountered in QuickBooks Online, @rwheeks.
To get around this error, you can disconnect the Mortgage account or change the category to bank or credit card.
Here's how to disconnect an account from online banking:
- Go to Bookkeeping, choose Transactions, then Bank transactions.
- Select the tile for the bank account.
- Select the pencil ✎ icon, then select Edit account info.
- Select Disconnect this account on save checkbox. If QuickBooks is downloading new transactions, you won't see this option. Wait a few minutes for the update to finish, and try again.
- Click Save and Close.
To change the Account Type, here's how:
- Go to Bookkeeping, choose Transactions, then Bank transactions.
- Select the tile for the bank account.
- Select the pencil ✎ icon, then select Edit account info.
- Click the drop-down under Account Type and choose Bank or Credit Card.
- Tick Save and Close.
When everything is set, you'll want to check out these articles for guidance. These can guide you further on how to categorize your transactions and reconcile your account flawlessly:
Feel free to reach out again to keep us posted on your progress. I'm more than happy to lend a helping hand if you have more QBO-related concerns. Take care and best regards.
