Previous post to clear the online banking info. ![]() I tried the download that was suggested on a Is that MD will not let me use "TD business direct" for my corporateĪccount if I established "TD online banking" to my personal accountsĪnd vice versa if I establish "TD bank businessDirect " first to myĬorporate account then I cannot establish the "TD online banking" to I went through the procedure you described. Please let me know if I can be of further assistance, It would be helpful if you could send screenshots of what does happen when you try to set up the account with TD Business Direct. If this doesn't help we'll look into other possible solutions. We are working on improving this interface for future versions of Moneydance. I hope this helps, I personally have several accounts at one bank and Moneydance deals with them appropriately when I went through the process above, AND I recognize it is confusing. You will wait a few moments and then a box will pop up asking you which of your online accounts you want to connect with the Moneydance account you have selected (See account mapping screenshot 2). ![]() This is a bit confusing- what is actually happening is that Moneydance is talking to your bank's server, and you should NOT be clicking next from the screenshot 1 interface. After you do this, it will take you back to screenshot one which offers you a next option. Then a box will pop up asking you to enter your user name and password. Then you'll screen where you select the Moneydance account you are setting up (see Account Mapping screenshot 1). First you'll select the bank you want to connect with. When setting up a direct connection you will see several screens. In the Online services tab see that the “Activated” selection is marked, then check the “Online Bill Payments” box if you want to enable this feature.This is almost certainly a mapping issue. Select the “TD BANK NEW” account, right click and then select Edit Account. Open the Chart of Accounts you should no longer have the “OLD” account, although its data is now in the “NEW” account. Quickbooks will ask if you want to merge the two accounts, select YES.Ĭlose out of Quickbooks, just for good measure, then reopen. Reopen Quickbooks.Ĭheck that online banking for “TD BANK OLD” (or whatever your account is named) is deactivatedĬheck that online banking for “TD BANK NEW” (or whatever your account is named) is activated Look in your file directory where you have your Quickbooks file and just for good measure, delete the. Once the bank account is deactivated, Close out of Quickbooks, just for good measure. Oh, and before you do this, make sure you have no pending online payments. Open Company / Chart of Accounts / right click on “TD BANK OLD” (or whatever your account is named), Click edit Account, go to the Online banking tab and select “Deactivate”. Now you have a new account that has the online connection, but nothing in it!Ĭlose out of Quickbooks, just for good measure. Return to Quickbooks, click the Back button on the account setup page where you just failed to achieve access, then Continue, then Connect. You should see a Pending request to setup a connection to Quickbooks - click on Yes. Login to TD Bank, go to Account Options / Account Services / Manage Financial Tool Access. When you put in your TD login credentials it will fail. QB will ask if you want to setup the bank feed for this account, select Yes. In the Chart of Accounts, Add a New Bank Account with a name like “TD BANK NEW” To begin with, lets say that the file you have your banking data in is “TD BANK OLD” NOW, you can go ahead and get this connection issue sorted out. Also, go to your Bank Feeds and clear out anything that’s been downloaded and waiting to be added, compared, or whatever. If you do, reset each one of them so that it is just set up as a check to be printed later. Check to see that in QB you have no pending online payments. If this is the case, open TD, go to Account Options / Account Services / Manage Financial Tool Access, then click on the trashcan icon next to the QB access requets and delete them ![]() If you’ve tried to setup the new bank feed a few times, you may need to clear out the instances of Quickbooks connection requests in your TD online account. If you are changing from the old TD Online to the new TD Online for a business account, here’s a workaround that will get you up and running! Don’t waste 30 minutes talking to someone at Quickbooks, they will tell you that they would “LOVE” to help you, but that they don’t have a solution.įIRST- MAKE A SECURE BACKUP OF YOUR QUICKBOOKS FILE!!!!!
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