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Everything you need to know about connecting your bank and credit cards in QuickBooks Online

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FateCandylaneT
QuickBooks Team

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Thanks for coming back here on this thread, Jodenel. Allow me to chime in and share additional insights to help you reconnect your bank account.

 

With QuickBooks, reconnecting bank accounts can help bring in your transactions from your bank statements. That said, you can refer to the steps below to guide you on how to reconnect your banking account.

 

Here's how:

 

  1. Go to Banking.
  2. Select Link account.
  3. Search for your bank and select Continue.
  4. Read through the terms and conditions, then select Agree.
  5. Follow the steps on your bank's internet banking page. Once you authorise the connection, you'll be redirected back to QuickBooks.
  6. Select the bank account you want to connect, and which accounts they will link to in QuickBooks.
  7. Once done, select Connect.

 

You'll want to visit this article for more detailed information: Reconnect your bank account in QuickBooks Online.

 

Additionally, you can check out the Audit log as a reference to track any changes made to your account.

 

Moreover, you can categorise and match online bank transactions to help you review and place these data into the correct accounts.

 

Let us know in the comments below if you have additional questions about bank connectivity. We'll be around to assist you further. Have a good one.

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