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Nov 15, 2022 4:28 AM UTC
Question

How can i reset the bank feeds authorisation form

I have an error on the bank feeds authorisation form but cannot reset it to correct the error

1 reply

Nov 15, 2022 4:40 AM UTC

Hi jam10,

 

Thanks for posting in the Community! If the details on the authorisation form you've submitted is incorrect, you can disconnect it to cancel your application. 

 

Here's how:

 

  1. Go to Banking tab.
  2. Select the tile for the bank account that is pending authorisation.
  3. Select the pencil ✎ icon, then select Edit account info.
  4. In the Account window, select the Disconnect this account on save checkbox. Note: If QuickBooks is downloading new transactions, you won't see this option. Wait a few minutes for the update to finish and try again.
  5. Select Save and Close.
  6. The bank account will disappear from the Banking screen. 

 

Once done, you can resubmit a new authorisation form to connect your bank account. For more detailed information, you can check on this article: Disconnect and reconnect your Direct Feed bank account.

 

Let me know if you need further assistance with bank feeds. I'll be around to help.