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Reconciliation

My bank was bought out and I need to know how to transfer the last reconciliation from the old bank into the new bank. 

Best answer 02-17-2019 12:10 PM

Accepted Solutions
QuickBooks Team

Re: Reconciliation

Hello dstjean1!

 

If you got a new account, we're unable to transfer your past reconciliations to it. You can leave it to your prior account. Then, you can start a new one and record your opening balance to it, so you'll be good on your next reconciliation.

 

You can always visit us back here when you have questions in the future.

 

Have a nice day!

Established Community Backer ***

Re: Reconciliation

You don't need to make a New Bank in QB. Edit it and Disable the online banking, if that is what changed, and set it up fresh.

2 Comments
QuickBooks Team

Re: Reconciliation

Hello dstjean1!

 

If you got a new account, we're unable to transfer your past reconciliations to it. You can leave it to your prior account. Then, you can start a new one and record your opening balance to it, so you'll be good on your next reconciliation.

 

You can always visit us back here when you have questions in the future.

 

Have a nice day!

Established Community Backer ***

Re: Reconciliation

You don't need to make a New Bank in QB. Edit it and Disable the online banking, if that is what changed, and set it up fresh.