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info2128
Level 1

How do I change the integration date with my bank? I accidentally picked the wrong day.

 
1 Comment 1
jenop2
QuickBooks Team

How do I change the integration date with my bank? I accidentally picked the wrong day.

The integration date can no longer be modified once the account is fully connected to QuickBooks Online, info2128. You'll want to disconnect the bank and add it back so you can choose the correct date.

 

I'll guide you through the entire process step by step.

 

Before that, please know that all transactions in the For review tab will also be removed. If the transactions are older than 90 days, you won’t be able to download them back when you reconnect. In this case, you can still manually upload old transactions.

 

Here's how to disconnect an account:

 

  1. Go back to the Bank transactions tab and look for the bank account.
  2. Click the Pencil icon beside it, then choose Edit account info.
  3. Check the box for Disconnect this account on save.
  4. Click Yes to confirm that you want to disconnect the account.

 

disconnect bank.png

 

After that, add the bank account once again and choose the right date.

 

Let me also give you these articles to provide extra references for when managing financial data in QBO:

 

 

Connecting your bank with QBO is one of the most effective ways to ensure your finances remain current and accurate. Visit us again if you have other concerns during the process or questions about handling your banking data in QuickBooks.

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