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Error: You must assign an account for this transaction, when you use register mode in online banking

When you use register mode for online banking, you may get one of the following error messages when you attempt to add a transaction to the register or when you try to record an unmatched transaction.

  • When you try to record an unmatched transaction in register mode, you receive the error: You must assign an account for the amount in this transaction.
  • When you try to enter a transaction in register mode, you receive the error: You must assign an account for this transaction.
Why this is happening

If this error occurs when you are recording an unmatched transaction, this is because QuickBooks does not add the offsetting account information when adding an unmatched transaction in register mode.

If this error occurs when you add a transaction in register mode, this is because of the way Account Prefills work with Online Banking.  The account prefill will display as the second line, not the first.  If you are working in register mode, then the account will display as and when you enter transactions directly into the register, you cannot edit the splits.  This also occurs if the payee name is changed when you add the transaction to the register.

How to fix it

Intuit recommends several solutions or workarounds for this problem. Please select the solution(s) that best fit your situation.

KB ID# SLN42820
9/29/2016 1:24:10 AM
PPRDQSSWS407 9138 Pro 2017 ae9df5