Reconnect your bank account in QuickBooks Self-Employed

External article links:
EN: https://quickbooks.intuit.com/learn-support/en-ca/help-article/banking/reconnect-bank-account-quickbooks-self-employed/L4jfe5sRe_CA_en_CA?uid=lct6euag

If you see the message ‘Your Bank is making a change. Until you upgrade your bank connection, your transactions will stop automatically flowing into QuickBooks. To upgrade your connection, you will need to reconnect your account. (390)’ please follow these steps:

Please note: It is important NOT to delete the bank connection. If the connection is deleted, all transaction history will be deleted permanently.

Important to know

Reconnect your bank account on an internet browser

If you are on an internet browser:

1. Go to the Settings ⚙ icon and select Bank accounts.
2. Select Connect another account.
3. In the search box, enter the name of the bank and account type, i.e Lloyds Bank Business, Lloyds Bank Personal or Lloyds Bank Commercial.
4. Follow the onscreen instructions to connect your account. QuickBooks Self-Employed will automatically download your recent bank transactions.

Reconnect using the QuickBooks Self-Employed app on your mobile device

If you are using the QuickBooks Self-Employed app on your mobile device:

1. Tap in the Accounts area on the Dashboard.
2. Select the + icon on the Bank account screen.
3. In the search box, enter the name of the bank and account type, i.e Lloyds Bank Business, Lloyds Bank Personal or Lloyds Bank Commercial.
4. Follow the onscreen instructions to connect your account. QuickBooks Self-Employed will automatically download your recent bank transactions.

Next, you'll want to categorize your transactions. Learn more and get detailed steps on how to categorize transactions.

Next steps: Exclude and Categorize your transactions

Now that you have reconnected your account, exclude any transactions that had already been download through your previous connection to avoid duplication.