Angelyn_T
Moderator

Banking

Thank you for your quick response, dreadelsolinc. Let me clarify things for you today so you can establish your bank feed connection again.

 

To ensure we're on the same page, can you provide a screenshot of your Banking screen or Chart of Accounts window? This way, I can review your options and the dropdown menus you've mentioned.

 

On the other hand, reconnecting a disconnected bank account can be done through your Chart of Accounts. Here's how:

 

  1. Select Chart of Accounts from the Gear icon.
  2. Look for the account you want to link.
  3. Tap on the dropdown menu under Action.
  4. Click on Connect.
  5. Follow the onscreen instructions to proceed.

 

I'm adding this screenshot as your visual reference.

 

Another option for you is to reconnect it through the Banking page. I'm adding this article as your reference: Connect bank and credit card accounts to QuickBooks Online.

 

Additionally, the system won't allow you to connect both a parent account and its subaccounts. Before you decide to, learn how your bank sends the downloaded transactions. If the transactions download to one account, connect only the parent account. If the entries download to the individual accounts, connect the subaccounts. 

 

You may review the resources from this article for more information: About bank or credit card subaccount setup.

 

If you have any other banking concerns, kindly let me know by leaving a comment below. I can assist you once more in a few clicks. Keep safe!