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Intuit

How to re-authorise your bank connection

If your bank connection has expired and you are unable to re-authorise the connection, all you need to do is reconnect the account to online banking by following these three simple steps.

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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