Skip to main content
J
johndunnshops
April 2, 2019
Solved

How do you change the online bank account link to your quickbooks bank account? I uploaded our quickbooks desktop file. We have 2 accounts and the link is wrong.

  • April 2, 2019
  • 1 reply
  • 0 views
Original commenter did not share additional details
Best answer by Catherine_B

You can add a new account and and copy the bank's URL, johndunnshops.

 

The first time you connect your bank, you can either search the bank's name or enter the URL. For you to connect the correct bank account, log in to your bank's website to copy and then paste the URL in the Connect and account page. Once done, follow the on-screen instructions until you'll successfully connect your bank account to QuickBooks. 

 

You can read through this article for more details on how to add and connect bank and credit card accounts.

 

Reach out to me if you have additional concerns. I'm around to help!

1 reply

C
Catherine_BAnswer
April 2, 2019

You can add a new account and and copy the bank's URL, johndunnshops.

 

The first time you connect your bank, you can either search the bank's name or enter the URL. For you to connect the correct bank account, log in to your bank's website to copy and then paste the URL in the Connect and account page. Once done, follow the on-screen instructions until you'll successfully connect your bank account to QuickBooks. 

 

You can read through this article for more details on how to add and connect bank and credit card accounts.

 

Reach out to me if you have additional concerns. I'm around to help!

    M
    mbleyle
    May 23, 2019

    Hi Catherine,

     

    I have a similar problem. My bank recently merged and changed its name. Now, when I download a .qbo file from their site and try to open it with QuickBooks, I see the "Select Bank Account" dialog box. 

     

    But the option to "Use an existing QB account" has an empty dropdown.  So I can't seem to force QB to equate the bank's new name with my existing account inside QB.  How can I get QB to make the connection and update my existing QB bank account to recognize the new .qbo file?

     

    Thank you!

    Mike

    MaryLandT
    MaryLandT
    May 23, 2019

    Thanks for joining this thread, @mbleyle.

     

    I appreciate you downloading your transactions from your bank and trying to upload them to QuickBooks.

     

    I suggest contacting your financial institution and check to see if they will allow QuickBooks to connect with them. This way, we'll be able to determine the cause why you're unable to select an existing QB account.

     

    In the meantime, you can import you bank transactions using an Excel CSV file to manually bring them in to QBO.

     

    Before proceeding, you also need to rename your bank account in QuickBooks Online as well. This will reflect the changes made on your financial institution.

     

    Let me show you how:

    1. Sign in to your QBO account.
    2. Click the Gear icon at the top right.
    3. Under Your Company, select Chart of Accounts.
    4. Locate your bank you'd like to change the name on, then click the drop-down and select Edit.
    5. Enter the new name under Name.
    6. Click Save and close.

    I've added this article for additional guidance with the information above: How to upload more than 90 days of bank transactions.

     

    Should you need anything else, please let me know. I'd be glad to help.

    Terms & ConditionsAccessibility statement