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Bank transition help?

 
1 Comment
QuickBooks Team

Re: Bank transition help?

Hi @llivtexas,

 

Allow me to provide a couple of scenarios, and guide you on how to proceed when you undergo a bank transition.

 

Just to clarify, are you switching to a different bank? If so, you'll need to create a bank account in your Chart of Accounts.

 

Here's how:

  1. In the left navigation, select Accounting.
  2. Click the New button.
  3. Choose a suitable Account Type and Detail Type.
  4. Add the name of the account.
  5. Fill out the information needed.
  6. Click Save and Close.

In some instance, if you're bank was bought or changed its name and/or website, we'll need to disconnect it from QuickBooks Online (QBO). This only applies if you're using the Online Banking feature in QBO.

 

To get started, please follow these steps on how to disconnect your bank with QuickBooks Online.

 

  1. Click Banking, in the navigation bar.
  2. Select the Banking tab.
  3. Select the Bank account.
  4. Click the Edit icon, then edit account information.
  5. Select Disconnect this account on save.
  6. Click Save and Close.

Then, you'll need to connect your QBO account with the new bank's website. Please refer to this article on how to connect a bank: How to Connect Bank Accounts and Manage Imported Transactions.

 

Also, here's an article that you might find helpful in the future: Matching Bank Transaction.

 

If you need anything else, or you're referring to something else, don't hesitate to post a comment below. I'm always here to help!