Banking
Hi there, Jason.
Allow me to share some information about your bank connection problem in QuickBooks Online (QBO).
To start, you'll need to merge the duplicate bank account in the chart of accounts. Then, disconnect the new connection on the banking page.
Follow the steps below on how to disconnect an account from online banking:
- Go to Bookkeeping, select Transactions, and then click on Bank Transactions.
- Choose the tile for the bank account, select the pencil icon (✎), and click on Edit account info.
- Select Disconnect this account on the save checkbox.
- Click on Save and Close.
Once done, we can connect the existing bank account through the chart of accounts. This way, it will link without creating another duplication.
I've added screenshots for your reference.
I've added this article for more tips while organizing and setting up your accounts:
- Add an account to your chart of accounts in QuickBooks Online
- Create subaccounts in your chart of accounts in QuickBooks Online
Feel free to mention my name in the comment section below if you have other questions about bank connections. I'm always here to help. Have a good one!
