Duplicate transactions after completing reactivation

Quicken Instructions:

  1. How To Edit and Delete Downloaded Investment Transactions
  2. How do I void or delete a transaction in my account register?
  3. I have duplicate transactions in my account register

Quickbooks Instructions:

  1. Remove/delete downloaded transactions that do not match the register in the Online Banking Center

Duplicate accounts after completing reactivation

Quicken Instructions:

  1. Prompted to Create New Account Instead of Using Existing Account for Online Services
    Note: if you have not added the account, follow this article
  2. How To Hide an Account
    Note: Follow steps to unhide
  3. Follow the deactivation steps to deactivate the mistakenly added account and any active account held with this financial institution (Instructions provided by your Financial Institution)
  4. How To Delete an Account
    Note: If you have added the account, follow this article
  5. Follow through the reactivation steps provided by the financial institution

Quickbooks Instructions:

  1. Show hidden (inactive) entries in a list
  2. Remove/delete downloaded transactions that do not match the register in the Online Banking Center
    • This should be done for the account that was mistakenly added
    • This step must be followed to attempt to delete the account or ensure that these transactions are not included in any reporting
  3. Follow the deactivation steps to deactivate the mistakenly added account and any active account held with this financial institution (Instructions provided by your Financial Institution)
  4. Hide an account (or subaccount)
    Note: this should be done for the account that was mistakenly added.
  5. Follow through the reactivation steps provided by the financial institution

Activated the incorrect account during reactivation process

Quicken Instructions:

  1. Transactions Go Into the Wrong Account after Downloading Them

Quickbooks Instructions:

  1. Remove/delete downloaded transactions that do not match the register in the Online Banking Center
  2. Follow through the deactivation/reactivate instructions provided by your financial institution.