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April 18, 2022
Question

How do I refresh linkage of an existing bank account with QBO?

  • April 18, 2022
  • 1 reply
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1 reply

April 18, 2022

Hello, kfyong.

 

I'll share the steps to refresh your existing bank connection in QuickBooks Online.

 

There are various reasons why your bank can lose connection. You may encounter an error message notifying you to update your bank account or the connection with your bank has expired. If you encounter any of this, you can disconnect and reconnect your bank account to refresh the connection.

 

Before you disconnect your bank account, please ensure to review the transaction that's already been downloaded. This will prevent downloading duplicates when reconnecting your account.

 

These are the steps to disconnect the bank account:

 

  1. Go to the Banking or Transactions menu, then the Banking tab.
  2. Select the blue bank square for the bank account you need to disconnect.
  3. Click the Edit icon in the tile for the bank account you want to update, then choose Edit account info.
  4. Ensure to checkmark the Disconnect this account on save checkbox.
  5. Once done, hit Save and close.

 

Then, you can now reconnect the bank account. Here's how:

 

  1. Go to the Banking or Transactions menu, then the Banking tab.
  2. Select Add account or Link account.
  3. Search for your bank and select Continue. Read through the terms and conditions, then select Agree.
  4. Follow the steps on your bank's internet banking page to authorise QuickBooks to connect to your bank account. 
  5. Choose the bank accounts you want to connect, and which accounts they will link to in QuickBooks.
  6. Hit Connect

 

For more details, you can read this article: How to reauthorise your bank connection in QuickBooks Online.

 

Once transactions are inside QuickBooks, you can now start to review and match the transactions to ensure they are in the correct accounts. Check out this resource for a complete guide: Categorise and match online bank transactions in QuickBooks Online.

 

I'll be glad to help you again if you need further assistance with banking. Just add the details in the comment section. Take care and stay safe.