How to Reconnect a Disconnected Bank Account in COUNT

If a bank connection becomes disconnected, COUNT allows you to reconnect it and safely link it with the existing bank account in your workspace. This ensures continuity in your transaction history and avoids duplicate accounts.

Reconnecting a Disconnected Bank Account

1. Go to Connected Banks

From the left-hand navigation, click Settings, then open the Connected Banks tab.

Here, you’ll see all bank accounts currently connected to your workspace.

2. Start a New Connection

Click + New Connection. A Plaid window will open.

Search for and select your bank (for example, Chase), then complete the Plaid authentication flow.

3. Choose How to Proceed

Once you’re redirected back to COUNT, you’ll be prompted to choose between:

• Proceed with New Connection, or
• Choose Existing Connection

Since you’re reconnecting an account, select Choose Existing Connection.

Linking to the Existing Bank Account

4. Select the Correct Account

You’ll see a list of bank accounts that were previously connected in your workspace.

Select the account you’re that was disconnected and you're trying to reconnect now.

5. Set the Transaction Import Start Date

Enter the transaction import start date.

We recommend using the date when the account was previously disconnected to avoid duplicate transactions.

Click Next to continue.

6. Review Accounts to Connect

You’ll now see the list of bank accounts being connected.

Use the toggle to enable or disable specific accounts as needed.

Click Connect Accounts to proceed.

At this stage, COUNT will consolidate the previous connection with the new one and reconnect the bank account.

Reconnecting and merging bank accounts helps keep your books accurate and your transaction history continuous. If you’re unsure which account to reconnect our support team is always happy to help.

Updated on: 19/01/2026