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:
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.