How do i switch between 2 bank accounts

Forum|Forum|6 years ago
May 8, 2020
1 reply
5 views

No text available

QuickBooks Online

CharleneMaeF

QuickBooks Team

Hello there, @mary37.

If you're referring to switching bank accounts for Online Banking, we can simply click the bank on the banking page to view its transactions.

However, the option to add another bank account when running payroll or accepting payments through QuickBooks Payments is unavailable in QuickBooks Online (QBO).

In case you need to review your downloaded bank transactions in QBO, we can assign or categorize them. This way, we can make sure all of the transactions are correct.

Just click the Reply button if you need anything else. I'll gladly help.

BryanVP

I will be closing my current bank account that I have 2 years of transactions uploaded and reconciled in QBO and opening a new one, will this affect my reconciliation?

Ryan_M

Moderator

Hi @BryanVP,

I'll handle this query for you about an online bank account you have in QuickBooks Online (QBO).

Any transactions you added, matched, or have already reconciled are there to stay in the bank's register. Even if you close your bank account and disconnect it from your QBO company, reconciled transactions aren't affected in any way.

In case you bump into any issues with your online bank, refer to this article: What to do if you get a bank error or can't download transactions in QuickBooks Online. It's a step by step guide on what you can do to resolve online bank problems.

Don't hesitate to post a reply if you need further assistance with your online bank. I'll be sure to get back to you.

Sign up

Login with SSO

Let's get you signed in

Login with SSO

Scanning file for viruses.

This file cannot be downloaded