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qrmcontractor
Level 1

My checking account lost the connection to my bank account, and for some particular reason, It's not giving me the option to link it back. How can I link it back?

 
6 Comments 6
Rubielyn_J
QuickBooks Team

My checking account lost the connection to my bank account, and for some particular reason, It's not giving me the option to link it back. How can I link it back?

I can help link back your bank with QuickBooks, @qrmcontractor.

 

When you connect your online bank and credit card accounts, QuickBooks automatically downloads new transactions. If downloads seem stuck, or you want the latest available transactions, let's do a manual download.

 

Here's how:

 

  1. From your QBO account, select Transactions.
  2. Select Banking.
  3. Choose to highlight the account you're updating.
  4. Click the Update button. 
  5. If asked, enter your Multi-Factor Authentication (MFA). Then select Continue update.

 

If the issue persists, Sign in to your bank’s website to check.

  1. Go to Bookkeeping then Transactions then Banking, or go to Banking.
  2. Select Link account. Note: You won’t add an account, you just need the listed URL.
  3. Search for your bank and select it.
  4. Copy the URL listed for your bank.
  5. Sign in to your bank or credit card's website using the copied URL.

 

If you recently update anything on your bank’s website, like your account number, username, or password. Let's also update that info in QuickBooks. For detailed steps, please follow Step 3 in this article: What to do if you get a bank error or can't download transactions in QuickBooks Online - Variant.

 

In the meantime, you can use the Web Connect feature. This is a type of file you can download from your bank's website and then upload then in QuickBooks Online. The other option is to use a CSV file format.

 

Then, you can categorize your transactions by matching and adding them to avoid duplicates. Once done, reconcile your accounts so they always match your bank and credit card statements to avoid discrepancies.

 

That should get you back on track. Feel free to comment below if you have additional concerns about your bank in QuickBooks. I'll be around to help you again.

my-answer-is-nonsense
Level 5

My checking account lost the connection to my bank account, and for some particular reason, It's not giving me the option to link it back. How can I link it back?

@qrmcontractor, when you say no option to link it back, do you mean you can't search your bank's name anymore?

Carneil_C
QuickBooks Team

My checking account lost the connection to my bank account, and for some particular reason, It's not giving me the option to link it back. How can I link it back?

Hello there! Thanks for joining the thread. Allow me to chime in and help you with your concern about bank connection in QuickBooks Online. 

 

Due to certain bank problems, QuickBooks is unable to download new transactions. If you come across one, follow the links in the Step 4 part of this article for guide on how to fix it: What to do if you get a bank error or can't download transactions.

 

Also, I would appreciate if you can provide the name of your bank. This way, I can provide you with the best resolution.

 

If you didn't receive any error messages, you can try signing in to your bank’s website to check if everything is working on their end. Then you can follow the steps provided by my colleague above to manually update your bank connection. 

 

Otherwise, there are times that an issue like this occurs when we encounter a browser-related issue. We can fix this by running some basic troubleshooting steps.

 

I suggest performing the steps through a private window. It's the best place to check browser-related issues while working with QuickBooks. To save you time, use either of these keyboard shortcuts:

 

  • Google Chrome: Ctrl + Shift + N
  • Safari 11 or newer: ⌘ + Shift + N
  • Mozilla Firefox: Ctrl + Shift + P
  • Microsoft Edge: Ctrl + Shift + P

 

If it works fine, you can go back to your original browser and clear its cache to start fresh. You can also use another supported and up-to-date browser to narrow down the result.

 

When everything is all set, you'll want to check out these articles for guidance. These can guide you further on how to categorize your transactions and reconcile your account flawlessly: 

 

 

I’m always ready to assist you if you have any other questions or concerns about managing your bank transactions. Tag me in your reply and I’ll sprint back into action. Have a good one and keep safe.

my-answer-is-nonsense
Level 5

My checking account lost the connection to my bank account, and for some particular reason, It's not giving me the option to link it back. How can I link it back?

@Carneil_C  I joined and asked the poster, so why did you give me this info? worse thing is you provided the same articles..

 

Intuit, you keep raising your prices but the quality of your support is deteriorating! We want short and informative answers not long and nonsense.

qrmcontractor
Level 1

My checking account lost the connection to my bank account, and for some particular reason, It's not giving me the option to link it back. How can I link it back?

Thank you for your help! I will try your solutions tomorrow and will let you know the results.

qrmcontractor
Level 1

My checking account lost the connection to my bank account, and for some particular reason, It's not giving me the option to link it back. How can I link it back?

Normally I would se a exclamation sign and after clicking it, it would start the procedure to reconnect again. Maybe the account is connected but not downloading new transactions. 

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