Forum Discussion

99Cherub's avatar
3 years ago

Bank Feed account allocation

My bank issued new account numbers so I had to reapply for bank feeds. I need to reallocate the access account to the new bank feed, but even though the previous bank feed has been cancelled, it won't let me reallocate to an account that has already been allocated. I've tried to change the account allocation for the cancelled account and that doesn't work either.

  • Hi 99Cherub 

     

    Thanks for your post. If transactions have been reconciled for the old account, you will need to create a new bank account which can then be linked to the new bank feed. 

     

    These halp articles have detailed information:

    Adding, editing and deleting accounts

    Managing your bank feeds

     

    Please let me know if you need further help.

     

    If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.