One of my checking accounts is no longer linked to the bank. How do I relink it? Tried multiple things.

Are the linked bank accounts saved as part of our Account, or tied to a Company? We have been paying monthly but recently requested access via TechSoup. In order to do that, we need to backup and copy our existing Copy and transfer it to the new Company. On chat yesterday, an Intuit rep told me all the Bank linking would transfer over, but today a rep told me they would not.

Hi there, jallgire. 

I'm here to provide clarifications on your banking concern. 
 

Ideally, directly connected bank accounts are linked to a chosen account in the chart of accounts, not tied to the entire QBO company. 

Additionally, bank accounts connected via third-party apps usually work the same way as directly connected bank accounts, but they may require additional mapping. Therefore, we won't be able to provide additional details on this matter without knowing how the third-party app transmits the transactions to QuickBooks. I recommend you contact their support team. 

For complete steps in connecting your accounts, please check out this article: How to add your bank and credit card accounts to QuickBooks Online and download your transactions.

Once you connect your accounts, QuickBooks will automatically download your transactions. You'll want to review and categorize them to make sure they go to the right accounts. 

Should you need any additional assistance connecting your bank account, you can leave a comment below.

I'm having the same problem after an upgrade to 2024 QB Desktop. I try to upload my QB Bank File, it asks me to select an account and the one I want does not show up as an option. Two other existing accounts show up. The missing account shows up in my CoA just fine, as do uploaded transactions prior to the upgrade. This happened to me years ago and I created a new account which was a nightmare for my accountant. 

Thanks for joining the Commnity and getting involved with this thread, BC17603.

Since the account you're looking for isn't showing up as a selectable option, I'd recommend troubleshooting with some of your available tools.

Initially, you can use the Verify Data utility. This identifies known issues within company files and informs users if their Rebuild Data tool needs to be utilized afterwards.

Here's how it's used:

1. Click Window, then Close All.
2. In your top menu bar, go to File.
3. Choose Utilities.
4. Select Verify Data.

In the event its results show a "Your data has lost integrity," message, this indicates there's damage in your file. You can use the Rebuild Data utility to fix it. For specific errors, there may already be a resource for them on our support site.

If it displays a "QuickBooks detected no problems with your data," notification, or you've searched our help articles and didn't find any existing resources about the specific error it displayed, you can move on to troubleshooting with our QuickBooks Tool Hub.

Here's how:

1. Close QuickBooks and download a copy of the utility's most recent version, then run it.
2. Follow along with your on-screen steps to complete installation and agree with our terms and conditions.
3. Once it's installed, double-click its icon to open the tool hub. If you can't find your app, perform a search in Windows for "QuickBooks Tool Hub" and select the program.
4. Access your Company File Issues tab and use the Quick Fix my file and QuickBooks File Doctor tools to troubleshoot your company file. In the event you need additional assistance, choose File Dr Help.

In the event your account continues not showing up as an available option when uploading your QuickBooks bank file, you'll want to get in touch with our Customer Care team. They'll be able to pull up the account in a secure environment, conduct further research with you, and create an investigation ticket if necessary.

I've also included a detailed resource about working with bank feeds which may come in handy moving forward: Set up or edit bank accounts for Bank Feeds

Please feel welcome to send a reply if there's any additional questions. Have a great Tuesday!