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K
kaasyd
July 13, 2021
Question

Bank updated the website address to be used for a connected bank account how do I update that?

  • July 13, 2021
  • 1 reply
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THe bank changed the website address to use when doing sync how do I change that

1 reply

Tori B
Tori B
July 13, 2021

Hey there, @kaasyd.

 

It's great having you join us here in the Community. I'm happy to lend a hand with changing your bank's website address. 

 

Great news, the process to change a bank's web address is easy as 1, 2, 3. All you'll need to do is disconnect and reconnect the account. Let me walk you through the steps below. 

 

  1. Go to your Chart of Accounts and locate your bank account. 
  2. Under the action column, click the down arrow next to View register. Then, select Edit. 
  3. At the bottom of the screen, put a checkmark in the Disconnect this account on save box. Then, hit Save and Close. 
  4. Now, go back to the account and choose Connect bank under the action column. 
  5. In the search bar, paste your bank's web address and hit Enter. 
  6. Log in to your bank's website.

That's all there is to it. Let me know if you have any issues during this process. 

 

Take care and have a great day ahead! 

K
kaasydAuthor
July 13, 2021

Thanks for the help I will get to work on this one more question.

Does this create duplicate entries or when I disconnect the bank does it remove all history then reloads based on a specific date?

 

C
Charies_M
July 13, 2021

Welcome back to this thread, erik19.

 

Disconnecting a bank account may download duplicate transactions. Learn more about this by visiting this link: Disconnect or delete accounts connected to online banking.

 

Before we proceed with the process, make sure to add and match all the pending transactions on the Banking page. Know that disconnecting the automatic online banking updates will delete any transactions in the For Review tab.

 

After that, follow the steps shared by ToriB to disconnect the account.

 

Then, here are steps on how to reconnect your bank:

  1. Go to your bank's website and log in to your account.
  2. Copy the URL.
  3. Log in to your QuickBooks Online (QBO) account.
  4. On the Banking page, click on Add account.
  5. In the search field, paste the bank's URL.
  6. Under results, click on the bank
  7. Enter your username and the updated password. Click on Connect.

You can also check out this article for a visual guide: How to use Online Banking, Connect Bank Accounts, and Review your Bank Feed in QuickBooks Online.

 

I've added a handy article on what's next after connecting your bank account in QBO: Assign, categorize, edit, and add your downloaded banking transactions.

 

Of course, you're always welcome to visit us again if you need help while working with QuickBooks online banking. It will be my pleasure. Stay safe and have a great day ahead.

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