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How to re-authorise your bank connection

There are a number of reasons why your bank account can lose connection. Any of these scenarios can disconnect your bank account, but it's nothing to worry about because we'll show you how to get your QuickBooks back on track.

If you encounter an error message notifying you to update your bank account, simply disconnect the account and follow Step 3 in this article. When reconnecting, remember to select the date of the last transaction made with the account to ensure your transactions are up to date in QuickBooks.

If your bank connection has expired and you're unable to re-authorise the connection, all you need to do is disconnect and reconnect the account to online banking by following all the steps in this article.

Step 1: Review your bank transactions

Before you disconnect your account, review the transactions that QuickBooks already downloaded from your bank. This prevents it from downloading duplicates when you reconnect.

  1. Go to the Banking menu or Transactions menu.
  2. Select the blue bank square for the bank account you need to disconnect.
  3. Select the For Review tab.
  4. Follow the steps to add, review, or match the transactions on the list.

Step 2: Disconnect the bank account

  1. Go to the Banking menu or Transactions menu.
  2. Select the blue bank square for the bank account you need to disconnect.
  3. Select the Edit✎ icon in the tile for the bank account you want to update, then select Edit account info.
  4. Select the Disconnect this account on save checkbox.
  5. Select Save and close.

Step 3: Reconnect the bank account

  1. Go to the Banking menu or Transactions menu.
  2. Select Add account or Link account.
  3. Follow these steps to connect the account to online banking again.

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