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March 31, 2020
Question

I have accidentally linked my quick books to my savings account instead of my checking account.

  • March 31, 2020
  • 1 reply
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1 reply

Rose-A
March 31, 2020

It's good to hear from you today, shawn-bhoff.

 

Let me help you go over to your online banking and link your checking account. You can disconnect the bank that's connected to QuickBooks Online so you can link the correct one.

 

To disconnect an account:

 

  1. Click Banking, and then select the Banking sub-tab.
  2. Select your savings account, and then click its Edit icon, then Edit account info.
  3. In the Account window, select Disconnect this account on save.
  4. Click on Save and Close.

Once disconnected, you can link your checking account. The following articles will help guide you in uploading and categorizing your transactions in QuickBooks Online:

 

I'll be around to help if you still need help with linking your bank in QuickBooks Online. You have a wonderful day!