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Reconnect your bank account in QuickBooks Self-Employed

by Intuit•6• Updated 7 months ago

Learn how to reconnect your bank account in QuickBooks Self-Employed. 

Important to know

Please DO NOT disconnect your bank account or delete the bank connection if you come across the following 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)."

If you do, all of your transaction history will be permanently deleted. Unfortunately, this action cannot be undone. Instead, follow the steps in this article to reconnect your bank account.

Reconnect your bank account

The steps to reconnect your bank account may vary depending on the device you are using.

Select the relevant heading to view the instructions specific to your device:

  1. Remember the date of the last transaction. This will help avoid duplicate transactions when reconnecting the account and QuickBooks asks for the starting point to bring transactions back in.
  2. Go to Settings ⚙ and select Bank accounts.
  3. Select Connect another account.
  4. In the search box, enter the name of the bank and account type. For example, Lloyds Bank Business, Lloyds Bank Personal or Lloyds Bank Commercial.
  5. Follow the onscreen instructions to connect your account. Once your reconnected, QuickBooks will automatically download your recent bank transactions.

Tip: Remember the date of the last transaction. This will help avoid duplicate transactions when reconnecting the account and QuickBooks asks for the starting point to bring transactions back in.

  1. Go to your Dashboard. 
  2. Tap Accounts.
  3. Select the + icon on the Bank account screen.
  4. In the search box, enter the name of the bank and account type. For example, Lloyds Bank Business, Lloyds Bank Personal or Lloyds Bank Commercial.
  5. Follow the onscreen instructions to connect your account. Once connected, QuickBooks will automatically download your recent bank transactions.

Exclude and categorise your transactions

Now that you have reconnected your account, make sure to exclude any transactions that had already been downloaded through your previous connection to avoid duplication. Additionally, you'll want to categorise your transactions. 

To speed up the process, learn how to set up bank rules to quickly categorise recent and past transactions.

QuickBooks Self-Employed

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