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How do I update bank connection?

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QuickBooks Team

How do I update bank connection?

Good day, @friemanl. I'm glad to help you update your bank connection to download transaction information into QuickBooks seamlessly.


If the transactions are not flowing into the bank account within the program, let's manually update by following these steps:


  1. Select Banking.
  2. Press the blue tile for the specific bank account and click Update.
  3. If prompted, enter your Multi-Factor Authentication (MFA) credentials within 2 minutes and select Continue update.


However, if you're referring to updating online banking sign-in credentials, follow the instructions below:


  1. Select Banking and choose the appropriate account.
  2. Tap Edit ✎, then click Edit sign-in info.
  3. In that window, enter your new login credentials and pick Update sign-in info to save your changes.


Here's an article that contains complete information on how to handle connections and transactions: How to connect bank accounts and manage imported transactions?


I'm adding this guide about matching your bank transactions moving forward: Categorize online bank transactions in QuickBooks Online. It also contains sub-topics such as troubleshooting bank transactions and connecting banks and credit cards.


You can tag my name anytime in the comment section below if you have other questions or concerns. I'd be happy to lend a helping hand. Take care and have a beautiful day.

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