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rtexelectronix
Dec 22, 2021 12:23 PM UTC
Question

Tried to reauthorise my bank account. All goes throug perfect at the end it says Success and back again where started _ You need reconnect ...

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5 replies

Kevin_C
Community Manager
Dec 22, 2021 3:30 PM UTC

Hi there, @rtexelectronix. Allow me to share some steps to help you with authorising your bank account in QuickBooks Online (QBO).

 

To reauthorise it, you can disconnect and reconnect the account to online banking.

 

Here's how you can disconnect it:

 

  1. Go to the Banking menu or Transactions menu.
  2. Select the blue bank square for the bank account you need to disconnect.
  3. Select the Edit✎ icon in the tile for the bank account you want to update, then select Edit account info.
  4. Select the Disconnect this account on save checkbox.
  5. Select Save and close.

 

Once done, you can now reconnect it:

 

  1. Go to the Banking menu or Transactions menu.
  2. Select Add account or Link account.
  3. Connect your bank feeds to QuickBooks Online.

 

In case you encounter some open banking connection errors, you can read this article: How to fix Open Banking connection errors in QuickBooks Online.

 

I'll be here if you need anything else about authorising your bank account in QBO. Please don't hesitate to tag my name in the comment section below. Stay safe.

deron-spencer
Mar 16, 2025 12:20 AM UTC

Good day. I had this same issue and tried the recommendation here, however when trying to reconnect the account I'm having an issue. The account is USD but my base currency is JMD. I had created a separate USD bank item on the chart of accounts but I'm not seeing that one in the list provided, only the JMD one. How can I link the bank account to the USD chart of accounts entry instead? 

Sherrie_F
Mar 16, 2025 2:05 AM UTC

I see the challenges you've encountered in linking your bank account to the correct USD chart of accounts entry, Deron. Let's ensure everything is properly setup.

 

First, make sure the online banking link you used to connect your account is the same one you use to access your US account.

 

If the link is correct, let's proceed with some basic troubleshooting steps since your account hasn't been connected yet.

 

Log into your account using a private browser to verify your settings are set up correctly. You can use these shortcut keys on your keyboard to access incognito mode:

 

  • Safari: Control + Option + P
  • Google Chrome: Press Ctrl + Shift + N
  • Firefox or Internet Explorer: Ctrl + Shift + P

 

Once done, you'll want to go to your regular browser and clear its cache. This removes the cache data that's causing the issue. Though the problem can be caused by your browser itself, so you'll want to use other QuickBooks-supported browsers.

 

For future reference about multicurrency, you can check out these articles:

 

 

Should you experience any further difficulties or have questions concerning multicurrency, please feel free to contact us at any time. We are committed to ensuring that everything operates flawlessly for you, Deron.

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