Hi userkderoo,
Welcome to the Community! QuickBooks Self-Employed allows you to reduce manual entry and save valuable time by using the bank feeds feature. It's important for the banking details to be up to date when any account changes happen. I can help you get your banking information updated.
In order to update the banking information in QuickBooks Self-Employed, there are two processes that need to be completed. First, the original bank feed must be toggled OFF but not deleted, as deleting will remove all transaction history for that account from QuickBooks Self-Employed. Then, the new bank account details can be added as an account. Here are the steps to do this:
- Click on the Gear icon to the top right, then select Bank Accounts.
- From here, click on the toggle button to the right on the existing bank feed so that it's set to OFF.
- Select Connect Another Account.
- In the search box, enter the name of the bank and account type, and continue following the onscreen instructions to connect your account.
These steps explain how to connect the account in an internet browser. The buttons will vary if using QuickBooks Self-Employed on an iOS or Android device. You can find the steps to complete this process on alternate devices in this article: Connect bank and credit card accounts to QuickBooks Self-Employed
By following these steps, your banking information will be updated. Please let me know if I can assist with any other questions!
