Allday Consulting's Peachtree and QuickBooks Support Boards

Last month I couldn't import my transactions to my Checking account. Somehow I created a new account that doesn't actually exist (not in Chart of Accounts). Now I tried importing my transactions and they went to the new account. I didn't match them because it was a new, and blank, register. Now it says "there are no new transactions..." I can't delete the 2nd account and I can't get to the first one which is the correct one.
PLEASE HELP!!!

Sue

If a newly-created account does not show up, it is Inactive. Open your Chart of Accounts, click Account at the bottom, and select Show Inactive Accounts. It is possible that it was assigned to the wrong Account Type, so it might not be grouped with the Bank accounts.

It won't let you delete the account because it contains transactions. You should be able to delete or void those transactions (consult with your CPA first), then re-run the transaction download and point it to the correct bank account.

We have technicians who can help you with this, but please be aware that we do need to charge for phone support. Please give us a call if you'd like to give us a try.

As for re-acquiring that transaction list, I suggest calling your bank/bank's website contact # and asking them how to get a downloadable version of your transaction history for the dates in question.

Thanks Eric. I did what you suggested and found the account and was able to delete it because I hadn't entered the transactions.

I just went online to my bank to download transactions from the last few days. It did but then it said it didn't have an account to connect to. When I showed what was available, only Savings and Petty cash were there. I need Checking. If I did the <Add new> and put in checking, it said that account already exists and try something else.

How do I get my bank to see my checking account again? I don't know how it was lost in the first place!

Thanks for being so helpful!

Sue
Bone-afide Dog Training

If it not even showing up on their website, it's possible that they just put it in an odd place or used a not-very-obvious name to refer to it by ^_^

Your best bet would be to call their website's tech support line or drop them an email.