Reconnect your bank and credit card accounts after using bank feeds in QuickBooks Desktop

If you previously used bank feeds in QuickBooks Desktop, you must reconnect your accounts in QuickBooks Online for security. This is a required step if you are moving from QickBooks Desktop to QuickBooks Online, and you want to connect your bank and credit card accounts.

Reconnect your bank and credit card account

If you used bank feeds in QuickBooks Desktop, you'll need to connect your bank/credit card accounts again in QuickBooks Online for security reasons.

1. Find your most recently categorized transaction in QuickBooks Desktop.
2. Make a note of the transaction date.
3. Follow these steps to import your Desktop data.
   Note: It's important to do this before you connect your bank. Otherwise, your Desktop data will replace any downloaded bank transactions in QuickBooks Online.
4. Your categorized transactions will copy from Desktop to Online. Uncategorized transactions won't copy over.
5. To connect your bank to QuickBooks Online, continue reading this article. To avoid adding duplicate transactions, make sure to only pull transactions after the date in Step 2. You can do this by changing the transaction pull date while you're connecting your bank:

If you miss that step and download duplicate transactions by mistake, don't worry. You can exclude them from your books during the review process.

You can also find out more about how features and data move to QuickBooks Online.

Related link

Learn how features and data move to QuickBooks Online.

Next step

Connect bank and credit card accounts to QuickBooks Online