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New Member
October 6, 2026
Question

can we see quickly all clients that need to reconnect their bank accounts

  • October 6, 2026
  • 1 reply
  • 18 views
It would be helpful if on the front screen you could see which accounts need reconnecting. I receive an email saying the bank will need reconnecting soon, but it doesn't say which client! Not very useful!

1 reply

QuickBooks Team
October 6, 2026

In QuickBooks Online Accountant, you can identify clients with disconnected bank connections from the Bank connection status widget on the main dashboard. This allows you to see which clients need attention without checking each company's details individually.

 

To check your clients' bank connection status:

 

  1. Go to the Home or the main dashboard.
  2. Locate the Bank connection status widget.
  3. Review the listed clients with disconnected bank connections.
  4. Select the relevant client to open their QuickBooks company and reconnect the affected bank account.

 

If the widget on your dashboard doesn't include clients with disconnected bank accounts, go to the Client Insights overview page under the Work tab.

 

For more information on managing your clients, refer to the article: Manage your clients with the new client list.

 

Please let us know if you have any additional questions. We're here to help.