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heinzel-neel
Level 1

My accountant need me to update my bank, it’s not connecting currently. How do I do this?

 
1 Comment 1
ZackE
QuickBooks Team

My accountant need me to update my bank, it’s not connecting currently. How do I do this?

Hey there heinzel-neel. Welcome to the Community! I can help you with this.

Here are the steps to update your bank account in QuickBooks:
1. Go to Banking, then click on Update.
2. Enter the username and password you use to access the account with your bank.
3. Hit Save and Connect.
4. Once you see a confirmation message advising that the update was successful, select I'm done, Let's go!.

After making these changes, QuickBooks should reflect the correct information. If you have any further questions, I'll be here to get you an answer.

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