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The Pudding Shop
October 31, 2023
Question

Re-linking QB to Santander bank

  • October 31, 2023
  • 1 reply
  • 0 views

I need to relink my account to the bank but it keeps bringing an error. How do i find out what the last date the bank was linked so that I can try unlinking and relinking? Im worried I will end up with duplicated data when it does work.

1 reply

G
GeorgiaC
November 16, 2023

Hi The Pudding Shop, thanks for joining the Community

 

Before you disconnect your bank account from QuickBooks Online, be sure to take a few minutes to go through your transactions in your For review tab to add, match or exclude transactions as needed. 

 

After this, go to Transactions and Bank transactions then click the Categorised tab to take note of the date of the last transaction. This will prevent you from downloading the same transaction twice when you reconnect your account. 

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