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bjs4
August 25, 2020
Question

Re-linking Bank Acount

  • August 25, 2020
  • 2 replies
  • 0 views

Our bank account has been linked since we started QB.  The bank updated thier banking program and since then, we are not able to connect.  After contacting bank, they told me it's working on thier side that we need to contact QB to get it to connect.  Can anyone help with this problem?

Thanks

2 replies

R
Ryan_M
August 25, 2020

Hi @bjs4,

 

I'm here to help ensure you get connected to your online bank account. 

 

In situations where your bank had some changes in their program, especially if their website link is different than before, then you'll have to reconnect using that updated link. To do that, you'll have to disconnect your current connection first. Before you proceed, please check that you don't have any transactions under the For Review tab.

 

Follow these steps:

 

  1. Go to the Banking tab.
  2. Ensure the bank account in question is highlighted in blue.
  3. Click the Edit (pencil) icon.
  4. Select Edit account info.
  5. On the next window that appears, scroll down and tick the checkbox Disconnect this account in save.
  6. Press Save and Close.

As for your bank transactions, as long as they were added or matched before, they will stay on the same bank account in your QuickBooks Online (QBO) company. Proceed with reconnecting to your online bank account, and enter the new link for it. 

 

Once this process is done, I suggest you reconcile the bank account to check that both your QBO bank's balance agrees with your actual bank's balance. See this article for more details: Reconcile an account in QuickBooks Online. 

 

I'll be around in case you need further assistance. Place a comment below, and I'll get back to you. 

B
bjs4Author
August 25, 2020

I did this step by step as per above post.  When I go to search for the bank and choose to link, it still gives me the same message.  I did notice that the Logo on the new bank account program is different than the old one but the url is the same.

MaryLandT
MaryLandT
August 25, 2020

I've got the steps so you can re-link your bank account in QuickBooks, bjs4.

 

First, you'll want to check your bank's website for messages, notifications, alerts, or announcements about new security requirements. Any display or sign-in issues on your bank’s website can potentially block QuickBooks from reconnecting your account.

 

If everything looks good, go back to the Banking menu. And, update anything like your account number, username, or password in QuickBooks as well.

 

Let me guide through the steps:

  1. Select the blue tile for the bank account, and then select the Edit ✎ icon to edit.
  2. Select Edit sign-in info.
  3. Update your info.

Once done, you need to do a manual download. Just click the Update button to update all of your bank and credit card accounts. If you see a message about additional authentication, follow the onscreen instructions. 

 

Feel free to keep working during the update. You’ll get a notification when the update finishes. The number of transactions in the blue account tile will increase if QuickBooks downloads new transactions.

 

If you're still unable to reconnect your bank, I suggest downloading statements from their website. Then, manually import them to QuickBooks. Use these handy articles listed below for instructions:

Let me know how everything turns out by leaving a comment below. I'm always right here to make sure you're able to re-link your financial institution to QuickBooks.

S
Schmitz
June 6, 2022

I changed cards on that account, for security purposes. Adding the new card now...

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