cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
NEW Connect to DBS IDEAL direct bank feeds Click here

Reply to message

View discussion in a popup

Replying to:
Catherine_B
QuickBooks Team

Reply to message

We can refresh the connection by disconnecting and reconnecting the account, johan6.

 

Whenever there are changes made with the bank, we'll also have to update it within QuickBooks. To do so, you'll want to disconnect and reconnect the bank. Just ensure that transactions left in the For Review tab are categorized for it will be deleted when disconnecting a bank. 

 

Let me show you how to disconnect an account: 

 

  1. Go to the Banking or Tansactions menu. Then, select the Banking tab.
  2. Select the tile for the bank account.
  3. Click the pencil icon, then select Edit account info.
  4. Select the Disconnect this account on save checkbox. 
  5. Click Save and Close.

Then, connect the bank account as usual. If there are transactions that downloaded that already in your register, you can exclude them to avoid duplicates. 

 

For more details, you can check these references:

 

Let me know if there's anything else that you need help with. Take care!