Disconnect a CIBC account from QuickBooks and reconnect a CIBC SmartBanking account

To connect your CIBC SmartBanking™ chequing and savings accounts to QuickBooks Online, first disconnect your older CIBC account connection. This ensures you import only new transactions going forward and avoid duplicates. Don't disconnect CIBC credit card accounts, as these connections aren't available through CIBC SmartBanking™.

Prerequisites

• You have contacted CIBC and activated a CIBC SmartBanking™ account.
• If you currently have CIBC chequing or savings accounts connected to QuickBooks Online, you must disconnect them first.
• Before disconnecting, ensure all transactions in the For Review tab for the chequing and savings accounts you plan to reconnect have been accepted or excluded. Any transactions remaining in For Review will be removed when you disconnect.

Disconnect the existing CIBC account

Follow these steps for each CIBC chequing and savings account currently connected that you want to switch to SmartBanking™:

Follow this link to complete the steps in product

1. Select the account you want to change.
2. Select the Edit (✏️) icon, then select Edit account info.
3. In the Account window, select the Disconnect this account on save checkbox.
4. Select Save and Close.

Result of Disconnecting: The account will no longer appear on the Bank transactions tab. All transactions previously added from this account remain saved in QuickBooks Online.

Reconnect your CIBC SmartBanking^TM account

Follow this link to complete the steps in product

1. Select Add Account.
2. Search for CIBC SmartBanking TM and select it.
3. You will be redirected to the CIBC bank website. Log in and follow the instructions to authorize Intuit to access your accounts. Once authorization is complete at CIBC, you will return to QuickBooks Online.
4. If you are reconnecting an account previously connected:
   • Select Want a shorter time period.
   • Choose the 0 days option. This prevents duplicate transactions by only importing transactions from this point forward.
5. Choose the QuickBooks account to connect to from the Account type dropdown.
   • If reconnecting, select the same QuickBooks Online account previously associated with this CIBC account.
6. Select Connect. (This may take a few minutes ).

Result of Connecting: After the connection finishes, you will return to the Banking page. Your connected CIBC SmartBanking™ account should now be visible.