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Everything you need to know about connecting your bank and credit cards in QuickBooks Online

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Replying to:
ChristieAnn
QuickBooks Team

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Hi there, holidays.

 

Thank you for coming back to QuickBooks Community to ask for more clarification about the steps shared above. I'll share additional explanations in the instructions provided by my colleague.

 

Usually, the X option is located in the right corner of the error box. Please see the attached screenshot below for visual reference.

 

 

The More Options ⋮ is located under the Menu ☰ icon. Then, choose Settings and click Refresh Data. And, yes to confirm.

 

 

 

You can click this article to see additional information on how to refresh your data to see the latest available information in your QuickBooks Online app for UK version: See your latest data in the QuickBooks Online app.

 

 

If you're unable to see those options stated above, I'd suggest uninstalling and reinstalling the QBO application. This is to ensure you get the most recent version of the application. You can get the detailed steps in this article: How to download the QuickBooks Online mobile app.

 

Can you please provide a screenshot of the error notifications you've encountered relating to reconnecting to your bank? I appreciate additional details so I can present accurate information.

 

Please refer to this article to see a table list that contains different features that are supported on mobile devices: Compare mobile app features.

 

Let me know how it goes by leaving a reply below. I'm here to help you further with syncing your entries in QuickBooks Online.

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