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How to reconsent your bank feed connection in QuickBooks Self-Employed

by Intuit•5• Updated 4 months ago

If you have linked your bank account to QuickBooks Self-Employed via Open Banking, you may have noticed that you need to occasionally update your bank connection. This is because of the Open Banking standard, which requires you to reconfirm your consent every 90 days.

Don't worry–it's easy to do, and we'll show you how in this article. We'll also show you how to view and manage your past consents, so you can keep track of everything.

Let's get started!

  1. Go to your Dashboard, and select Manage consent.
  2. Find the bank you need to reconfirm consent for and select Manage consent.
  3. Select Reconfirm.
  1. Go to Transactions.
  2. Select the â–Ľdropdown arrow next to Add transaction.
  3. Select Manage accounts.
  4. Find the name of the bank you need to reauthenticate, and select Authenticate account. 
  5. Follow the steps to reauthenticate the account. 

That's it! Once you've reauthenticated your account, you'll be able to continue using all of your online banking features as usual.

To see all of your linked accounts

  1. Go to Transactions. 
  2. Select the â–Ľdropdown arrow next to Add transaction.
  3. Select Manage accounts.

To unlink a bank account

  1. Go to Transactions. 
  2. Select the â–Ľdropdown arrow next to Add transaction.
  3. Select Manage accounts.
  4. Select the More â‹® icon to show more options.
  5. Select Unlink account.  

To see your past consents

  1. Go to Transactions. 
  2. Select the â–Ľdropdown arrow next to Add transaction.
  3. Select Manage accounts.
  4. Select Your past and duplicate consents. 
QuickBooks Self-Employed