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Visit this post for a list of recent banking issues in QuickBooks Online.
Lottielee1
Level 1

Reconnecting bank account?

 
1 REPLY 1
Giovann_G
Moderator

Reconnecting bank account?

Hi there, Lottielee1.

 

I'm here to help reconnect your bank account.

 

Can you tell me if you encounter any errors? This can help me find the cause and the best solution in fixing it.

 

Let me share some information about why your bank can lose connection. You might see an error message telling you that your bank account needs to be updated or that your bank connection has expired. If you run into any of these problems, you can disconnect and reconnect your bank.

 

Please ensure to review the already downloaded bank transaction. This avoids any duplicate when reconnecting your bank again. Before disconnecting your bank account, let's try accessing your QuickBooks account using an incognito window and reconnecting your bank account. Here are the shortcut keys:

 

  • For Chrome, press Ctrl+Shift+N  
  • For Firefox, press Ctrl+Shift+P 
  • For Safari, hold down Command+Shift+N  

 

If the issue persists, you can disconnect and reconnect your bank account.

 

Here are the steps to disconnect your bank account:

 

  1. Go to the Banking menu or Transactions menu.
  2. Locate the bank account you want to disconnect.
  3. Click the Edit icon in the tile for the bank account, then select Edit account info.
  4. Choose Disconnect this account on save checkbox.
  5. Once done, hit Save and close.

 

Here's how to reconnect:

 

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

 

For more detailed information, you can review this article: How to re-authorise your bank connection.

 

I've also included this resource to guide on putting download bank transactions into the correct account: Categorise and match online bank transactions in QuickBooks Online.

 

You can leave a comment below if you need further assistance with banking. I'll be happy to help you.

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