How Do I Switch Between Connected Bank Accounts

When more than one bank account is connected, Bank Reconciliation still works one account at a time. Switch account moves the workspace to a different connected account.

How to Get There

1. Click Financials in the left nav, then Bank Reconciliation.
2. Click the dropdown arrow on the account card header.

If two or more accounts are connected, a Switch account section lists the other connected accounts at the top of the dropdown, above Refresh connection statuses, Connect another account, Activity log, and Manage bank accounts.

1. Click the account to switch to.

What Happens After Switching

The workspace reloads for the newly selected account. If that account hasn’t been given a statement balance yet, the “Enter your statement balance” screen appears for it before its transactions can be reviewed — balances and dates are never shared between accounts, so each one is entered separately the first time (or after using Change).

Switching back to an account that already has a reconciliation in progress returns directly to its workspace, showing the same For review and Cleared transactions where they were left.