cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Everything you need to know about connecting your bank and credit cards in QuickBooks Online

Reply to Message

View discussion in a popup

Replying to:
Jovychris_A
Moderator

Reply to Message

Hi @pvrsmobile.

 

I'm here to make sure your online bank account is connected to your QuickBooks Self-Employed (QBSE) company without any issues.

 

You can follow these steps to reconnect your online bank account from a browser:

 

  1. Go to the Gear icon.
  2. Select Bank accounts.
  3. Tap Connect another account
  4. In the search box, type in the name of the online bank in question.
  5. Follow the on-screen instructions to proceed on how to connect your account. 

If you're using the mobile app for QBSE, open this article for the steps: Reconnect your bank account in QuickBooks Self-Employed. Scroll down and look for the Reconnect using the QBSE app on your mobile device section.

 

In case you encounter any duplicate transactions during this process, view this article for the steps: Handle duplicate transactions in QuickBooks Self-Employed. You can find the steps on how you can fix this specific situation whether through a browser, or your mobile device.

 

If you have more questions about banking, please comment it here. I'll get back to you as fast as I can. Take care, pvrsmobile.

Need to get in touch?

Contact us