Accidentally linked QFX to wrong account and checked "Remember," how to undo?
Hi,
I accidentally imported a QFX and linked it to the wrong account while checking the box to remember the link between QFX account ID and actual account.
How can I remove this setting? Is this something that can be done in Toolbox?
Thank you!
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1 Posted by TonyRI on Oct 26, 2022 @ 08:31 PM
Hi mmd
I think that it might be just MD 2022, not sure ,but can you see a menu option Online > Match Online Accounts?
Regards,
Tony (Fellow user, Not IK Support)
2 Posted by Stuart Beesley ... on Oct 26, 2022 @ 09:08 PM
As Tony says. Match online accounts in 2022 or toolbox forget banking import link in older versions.
3 Posted by mmd on Oct 26, 2022 @ 10:38 PM
Ok, I’ll try later tonight. Again this is a QFX file I manually downloaded and double clicked on in Finder, NOT an online banking connection or MD+ connection. Not sure if that changes the recommendation. Thank you!
4 Posted by TonyRI on Oct 27, 2022 @ 12:26 AM
I understand your caution, but when you download a file in the manner that you mentioned and then import it into one of your MD accounts (that you select), the linked accounts will show under Online > Match Online Accounts. You'll see a popup window with a dropdown menu that displays "Imported OFX/QFX files" If the "online" account doesn't match the MD account, you can change it there. Easy peasy.
5 Posted by mmd on Oct 27, 2022 @ 01:05 PM
Thanks so much, TonyR. That did work. Interestingly, the Match Online Accounts ONLY works if account is not connected to MoneyDance+, otherwise just pulls up MoneyDance+ window. However, if you try the option on an account NOT linked to MD+, you can then modify Imported OFX/QFX settings for ALL accounts, even those that are also linked to MD+.
Thank you again!!!
6 Posted by TonyRI on Oct 27, 2022 @ 01:28 PM
You're welcome. Thanks for that additional information. Happy to hear that you've gotten things sorted! :)
System closed this discussion on Jan 26, 2023 @ 01:30 PM.