Activated the incorrect account during reactivation process

Symptom: Transactions are downloading into the incorrect account.

Specific steps/recommendations based on products are below: 

Quicken

• Open the account register for the account that was linked incorrectly. 

• If the transactions have not been accepted to the register, they can be deleted one by one prior to accepting. After deleting the downloaded transactions, deactivate the account then repeat the reactivation steps.

• If the transactions have already been accepted to the register, restore a backup file.Ensure the customer selects the correct account to link to, when reactivating the account within the restored backup.

Instructions: 

Transactions Go Into the Wrong Account after Downloading Them http://quicken.intuit.com/support/help/downloading-accounts-and-transactions-fromyour-bank/transactions-go-into-wrong-account-after-downloadingthem/GEN82131.html

 

QuickBooks 

• Open the account register for the account that was linked incorrectly. 

• If the transactions have not been accepted to the register, they can be deleted one by one prior to accepting. After deleting the downloaded transactions, deactivate the account then repeat the reactivation steps.

• If the transactions have already been accepted to the register, restore a backup file.Ensure the customer selects the correct account to link to, when reactivating the account within the restored backup.

Instructions: 

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

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

 2. Follow through the deactivation/reactivate instructions provided by your financial institution.