Duplicate accounts after completing reactivation

Symptom: Unable to link to existing account/s and only given the choice to add a new account.

Specific steps/recommendations based on products are below:

Quicken

• First, confirm all accounts have been deactivated including hidden (Quicken)

• If they are, delete the duplicate account from the account list, and then repeat the reactivation steps 

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. http://quicken.intuit.com/support/help/bank-download-issues/prompted-to-createnew-account-instead-of-using-existing-account-for-online-services/GEN82238.html

2. How To Hide an Account (Note: follow steps to unhide) http://quicken.intuit.com/support/help/account-transaction-issues/how-to-hide-anaccount/GEN82284.html

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. http://quicken.intuit.com/support/help/account-transaction-issues/how-to-delete-anaccount/GEN82281.html

5. Follow through the reactivation steps provided by the financial institution 

QuickBooks:

• First, confirm all accounts have been deactivated including inactive (QuickBooks) accounts

• If they are remove/delete downloaded transactions that do not match the register in the Online Banking Center from the incorrect account • Repeat the reactivation steps 

Instructions: 

1. Show hidden (inactive) entries in a list. http://support.quickbooks.intuit.com/support/pages/inproducthelp/core/qb2k12/contentpacka ge/core/lists/task_list_restore.html?family=pro

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

Note: 

• 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. 

http://support.quickbooks.intuit.com/support/Articles/HOW12494l

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.

http://support.quickbooks.intuit.com/support/pages/inproducthelp/core/qb2k12/conte%20ntpackage/core/chart_of_accounts/task_account_inactive.html?family=pro%20%20%20

5. Follow through the reactivation steps provided by the financial institution