## Refresh your connection for online banking

##### by Intuit•5• Updated 3 months ago

Learn how to refresh your connection for online banking in QuickBooks Desktop.

QuickBooks regularly updates bank feeds so you can have a more secure and efficient banking experience. Sometimes, you need to reconnect your bank to QuickBooks to make sure the updates take effect. Here’s how:

Here are some banks that require reconnection:

|     |     |     |
| --- | --- | --- |
| **Bank name** | **Reconnect to QuickBooks by (date)** | **Notes** |
| **Bank of America** | September 24, 2025 | In the Bank Feeds setup, select **Bank of America - New** |
| **Navy Federal Credit Union** | August 13, 2024 | In the Bank Feeds setup, select **Navy Federal Credit Union QBDT** |
| **American Express** | March 30, 2023 | • In the Bank Feeds setup, select **American Express Card QBDT** for credit card, charge card, or checking accounts.<br>• In the Bank Feeds setup, select **American Express Delegate** if:<br>• You’re an authorized delegate (not the account holder) allowed to connect accounts in QuickBooks<br>• You need to link an account that isn’t a credit card, charge card, or checking account.<br>**Note**: American Express @Work bank feed is currently unavailable. We’re working with American Express to fix it. |
| **Capital One** | April 30, 2022 | In the Bank Feeds setup, select **Capital One Bank - New** |
| **Chase Bank** | September 27, 2022 | In the Bank Feeds setup, select **Chase Bank (All) - New** |
| **First USA** | September 27, 2022 | In the Bank Feeds setup, select **Chase Bank (All) - New** |
| **Cardmember Service** | September 27, 2022 | In the Bank Feeds setup, select **Chase Bank (All) - New** |
| **Bank One** | September 27, 2022 | In the Bank Feeds setup, select **Chase Bank (All) - New** |
| **Discover** | September 27, 2022 | In the Bank Feeds setup, select **Chase Bank (All) - New** |

## Step 1: Prepare QuickBooks and your company file

Make sure to [**update QuickBooks to the latest release**](https://support.quickbooks.intuit.com/Support/ProductUpdates.aspx#) and [**back up your company file**](https://community.intuit.com/oicms/L9qYBI54v_US_en_US) before you proceed. These steps help you avoid data loss and discrepancies.

1. Open **QuickBooks Desktop**.
2. Go to **File**, then select **Switch to Single-user mode**.

**Note**: If you see Switch to Multi-user mode, proceed to Step 3.
3. Select **Company**, then select **My Company**.
4. If you haven’t yet, select **Manage Your Account** to sign in to your Intuit account.

**Note**: You can also [**create one**](https://community.intuit.com/oicms/L8Q1ZsooO_US_en_US) or [**recover your user ID or password**](https://community.intuit.com/oicms/L8Q1ZsooO_US_en_US) if you need to.
5. [**Void or delete pending online payments or checks**](https://community.intuit.com/oicms/L3BRsO5JM_US_en_US).
6. [**Add and match previously-downloaded transactions**](https://community.intuit.com/oicms/L3FoaeL3b_US_en_US).

**Note**: If you want to continue to pay your bills in QuickBooks Desktop, follow these steps to [**set up QuickBooks Bill Pay**](https://community.intuit.com/oicms/L6WGM9bGo_US_en_US).

## Step 2: Turn off Bank Feeds

[**Turn off Bank Feeds**](https://community.intuit.com/oicms/L767TYYYN_US_en_US) for the bank account you need to reconnect to QuickBooks. This helps you avoid discrepancies.

**Note**: You’ll have to turn it back on later.

If you encounter any issues while you turn off Bank Feeds, [**here’s how you can fix them**](https://community.intuit.com/oicms/L2SyM2GDh_US_en_US).

## Step 3: Turn on Bank Feeds

Follow these steps to reconnect the bank account you disconnected earlier to QuickBooks.

1. Go to **Banking**, then select **Bank Feeds**.
2. Select **Set Up Bank Feed for an Account**.
3. Enter your **bank’s name**, then select your bank from the Most Common or Matching Results.
4. Select **Continue**.
5. Enter the **username** and **PIN** or **password** you use for your bank. Then, select **Connect** to connect to your bank’s server.

**Note**: Your bank might prompt you for a one-time password (OTP).
6. Select the **account(s)** you want to connect to QuickBooks, then select **Connect**.
7. Select **Close**.

**Note**: Some banks require you to authenticate outside QuickBooks and might open an external browser. After you sign in, go back to QuickBooks.

## Step 4: Download transactions

Follow these steps to download transactions from your bank.

**Tip**: The next time you use Bank Feeds, QuickBooks will automatically download the latest transactions.

1. Go to **Bank Feeds**, then select **Bank Feeds Center**.
2. From the BANK ACCOUNTS section, select the **bank account** you want to download transactions from.
3. Select **Download Transactions**.
4. Select **Transaction List**, then [**review and match the transactions**](https://community.intuit.com/oicms/L3FoaeL3b_US_en_US).

You can also [**check out these steps**](https://community.intuit.com/oicms/L4mNsSM6O_US_en_US) if you see any error messages. Or, [**contact us**](https://quickbooks.intuit.com/learn-support/help/en-us/contact-us) if you need further assistance.