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LibraryBanking
Level 1

As of 05/12/2025 my savings accts are no longer linked to my QBO. How to a re-link the accounts without creating new savings accnts or losing all data?

 
1 Comment 1
GlinetteC
Moderator

As of 05/12/2025 my savings accts are no longer linked to my QBO. How to a re-link the accounts without creating new savings accnts or losing all data?

When you reconnect your account, QuickBooks Online re-establishes the communication pathway with your bank to continue importing new transaction data,  LibraryBanking.

 

All previously categorized transactions remain intact and safe in the system.

 

Here's how you can reconnect your account:

 

  1. Click on Link Account and search for your bank using its URL or name, or pick from the provided list. If your bank isn't listed, consider manually uploading transactions.
  2. Click Continue and sign into your bank in the pop-up window.
  3. Choose the account to connect and select the transaction dates from the dropdown. Then, hit Next. (Note: Transaction history availability varies by bank.)
  4. From the Account Type dropdown, match the account type in QuickBooks (Bank or Credit Card), and in Detail Type, select either Savings or Checking.
  5. Name the account and click Save and Close.
  6. In the Existing Accounts dropdown, map the bank account, then click Next.
  7. Click Connect and then Done.
  8. On the Bank Transactions screen, select Update to download your recent bank transactions automatically.

 

Check out this comprehensive guide for more details: Connect bank and credit card accounts to QuickBooks Online.

 

Additionally, it's important to reconcile the account to ensure your books are up-to-date.

 

You can always get back to the Community space if there's anything else you need to know about handling bank-related tasks. We're always ready to assist.

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