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Reconfirm your bank feed connection in QuickBooks

by Intuit•237• Updated 3 days ago

If you connect your bank to QuickBooks Online using Open Banking, you’ll need to reconfirm your consent every 90 days. This is a requirement of the Open Banking standard.

You can also view a history of your past consents and withdraw consent at any time.

Reconfirm your bank connection

  1. Go to All apps A bunch of numbers and letters on a tile wall., select Accounting, then select Bank transactions (Take me there).
  2. Select the ▼ dropdown arrow next to Link account.
  3. Select Manage connections.
  4. Next to the bank that you need to reconfirm consent for, select the More ⋮ icon.
  5. Select Manage consent.
  6. When you're ready, select Reconfirm.
  7. Select OK to confirm.

Your bank feed is now reconnected to QuickBooks.


View past consents

To see a history of all your past consents, follow these steps:

  1. Go to All apps A bunch of numbers and letters on a tile wall., select Accounting, then select Bank transactions (Take me there).
  2. Select the ▼ dropdown arrow next to Link account.
  3. Select Manage connections.
  4. Select Your past and duplicate consents.

Withdraw consent

To withdraw consent:

  1. Go to All apps A bunch of numbers and letters on a tile wall., select Accounting, then select Bank transactions (Take me there).
  2. Select the ▼ dropdown arrow next to Link account.
  3. Select Manage connections.
  4. Find the bank you want to withdraw consent for, then select the More ⋮ icon.
  5. Select Manage consent.
  6. Select Withdraw, then Withdraw consent to confirm.
  7. Select Done.
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