How to select account when importing bank transactions

Leanne_6835203 Member Posts: 35
edited February 2020 in Reckon Accounts (Desktop)
Everytime I try to import bank transactions Reckon wants to create a new bank account. I am finding this very frustrating.  My only option seems to be to let the new account be created, add the new transactions to the register and then open each transactions to change it to the correct bank account.


  • Shane_6461899
    Shane_6461899 Reckon Staff Posts: 342 Reckon Staff
    edited February 2020

    Hi Leanne,

    Sorry to hear your having difficulties here.  I think I know what your refering to.  When you get the "Select Bank Account" screen, and you have the 2 options of either "Use an existing QuickBooks account" or "Create a new QuickBooks account", select "Create a new QuickBooks account", then select "Use an existing QuickBooks account", you will then be able to select the account you want.   Unless you select "Create a new QuickBooks account" first, then go back to "Use an existing QuickBooks account" the drop down box to select your account is greyed out like in the screen shot below.  Just remember to toggle between those 2 options when you get to this screen.  Hope this helps.



  • Leanne_6835203
    Leanne_6835203 Member Posts: 35
    edited March 2017
    Thankyou Shane that has been a tremendous help.