Banking

The option to connect an existing bank account in your Chart of Accounts has been relocated to the Bank Transactions window to simplify the process, Will08. Let me share the updated steps with you.

Here’s what you need to do:

1. Go to the Bank transactions window.
2. Click Link account.
3. Type in the name or URL of your bank and click Continue.
4. Choose your bank in the list of results, then type in your login credentials.
5. Select the type of account that you want to connect.
6. Click the drop-down list beside it, then choose the account that's already in your Chart of Accounts.
7. Click Connect once again.

For more detailed guidance about managing downloaded bank transactions in QuickBooks Online, we recommend saving these articles:

• Unmatch downloaded bank transactions or move them to another account
• Undo transactions from reconciliations in QuickBooks Online

Please feel free to reach out again. We're always here to assist you with any follow-up or new questions about the Online Banking feature or financial tracking in QBO.