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April 8, 2022
Question

How do I renew my bank connection on QUickBooks?

  • April 8, 2022
  • 1 reply
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1 reply

MariaSoledadG
April 8, 2022

Let me guide you on how to renew your bank connection, darrenwallpe@hot.

 

Normally, your bank connection may have expired that's why you'll have to renew your bank connection.  You'll have to make sure to reauthorise QuickBooks to restore the connection. Then, reconnect your bank. If you encounter an error when updating your bank account, you can disconnect and reconnect the account to successfully renew the connection. Follow the steps below for more details. 

 

To review your bank transaction:

  1. Go to Banking, then select Banking (Take me there).
  2. Select the blue bank square for the bank account you need to disconnect.
  3. Select the For Review tab.
  4. Follow the steps to add, review, or match the transactions on the list.

 

To disconnect the bank account:

  1. Go to Banking, then select Banking (Take me there).
  2. Select the blue bank square for the bank account you need to disconnect.
  3. Select the Edit✎ icon in the tile for the bank account you want to update, then select Edit account info.
  4. Select the Disconnect this account on save checkbox.
  5. Select Save and close.

 

Next, reconnect the bank account:

  1. Go to Banking, select Banking (Take me there).
  2. Select Add account or Link account.
  3. Follow these steps to connect the account to online banking again.

 

If you'll want to connect to another bank account, ensure it is supported under Open Banking regulations to make sure you'll be able to renew your connection.  Then authorise QuickBooks to connect to your bank account.

 

Furthermore, you may want to compare each transaction with the ones entered into QuickBooks. Learn from this article for your guide: Reconcile An Account In QuickBooks Online.

 

Reach out to us if you have any questions about your bank connection. We'll always be here to help.