Hi hhca57! Let's make sure you connect your bank account correctly using the new information and bring transactions into our platform.
To confirm, are you trying to connect to your bank using the new login details, and when you do, QuickBooks asks you to choose an account from the Chart of Accounts or make a new one?
If so, it's because you're attempting to create a new connection using the updated login information. To maintain the current bank account, you can modify the details in QuickBooks to match what's on your bank's website.
- Go to the Transactions menu and select the account you want to edit.
- Select Edit sign-in info.
- If your web browser auto-fills the user ID and password fields, clear them. This ensures your browser doesn’t put in old info by mistake.
- Manually type in the user ID and password for your bank account.
- Select Update or Save and connect.
However, if you can't update it, you can create a new connection as you did. Before doing so, you can disconnect your existing account to online banking. When you disconnect, QuickBooks deletes transactions that need to be categorized in the For Review tab. Thus, make sure you already categorize them.
After disconnecting, you can combine the two bank accounts in the Chart of Accounts. For the detailed steps and heads up about merging accounts, please refer to this article: Important: Be careful merging accounts. Once done, use that account when connecting your bank account.
Additionally, I'm sharing these articles for tips when reviewing and reconciling your accounts:
If you have more concerns about connecting accounts and handling transactions, please know that I'm here to help you.
