Refresh your connection for online banking

Learn how to refresh your connection for online banking in QuickBooks Desktop.

QuickBooks regularly updates bank feeds so you can have a more secure and efficient banking experience. Sometimes, you need to reconnect your bank to QuickBooks to make sure the updates take effect. Here’s how:

Here are some banks that require reconnection:

Step 1: Prepare QuickBooks and your company file

Make sure to update QuickBooks to the latest release and back up your company file before you proceed. These steps help you avoid data loss and discrepancies.

1. Open QuickBooks Desktop.
2. Go to File, then select Switch to Single-user mode.
   Note: If you see Switch to Multi-user mode, proceed to Step 3.
3. Select Company, then select My Company.
4. If you haven’t yet, select Manage Your Account to sign in to your Intuit account.
   Note: You can also create one or recover your user ID or password if you need to.
5. Void or delete pending online payments or checks.
6. Add and match previously-downloaded transactions.

Note: If you want to continue to pay your bills in QuickBooks Desktop, follow these steps to set up QuickBooks Bill Pay.

Step 2: Turn off Bank Feeds

Turn off Bank Feeds for the bank account you need to reconnect to QuickBooks. This helps you avoid discrepancies.

Note: You’ll have to turn it back on later.

If you encounter any issues while you turn off Bank Feeds, here’s how you can fix them.

Step 3: Turn on Bank Feeds

Follow these steps to reconnect the bank account you disconnected earlier to QuickBooks.

1. Go to Banking, then select Bank Feeds.
2. Select Set Up Bank Feed for an Account.
3. Enter your bank’s name, then select your bank from the Most Common or Matching Results.
4. Select Continue.
5. Enter the username and PIN or password you use for your bank. Then, select Connect to connect to your bank’s server.
   Note: Your bank might prompt you for a one-time password (OTP).
6. Select the account(s) you want to connect to QuickBooks, then select Connect.
7. Select Close.
   
   Note: Some banks require you to authenticate outside QuickBooks and might open an external browser. After you sign in, go back to QuickBooks.

Step 4: Download transactions

Follow these steps to download transactions from your bank.

Tip: The next time you use Bank Feeds, QuickBooks will automatically download the latest transactions.

1. Go to Bank Feeds, then select Bank Feeds Center.
2. From the BANK ACCOUNTS section, select the bank account you want to download transactions from.
3. Select Download Transactions.
4. Select Transaction List, then review and match the transactions.

You can also check out these steps if you see any error messages. Or, contact us if you need further assistance.