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mb88
Level 1

Best practice for switching bank accounts linked to QB via open banking?

I'm switching from First Direct to Starling Bank. How can I ensure a seamless transition in Quickbooks? Do I link the new Starling account while the balance is still zero and keep the First Direct account linked until the switch is complete?  

1 REPLY 1
Ashleigh1
QuickBooks Team

Best practice for switching bank accounts linked to QB via open banking?

Hello MB88, thanks for posting on the Community page, So your best option would be to directly connect to the new sterling bank account in your QuickBooks self-employed account, and then you have 3 options in regards to your first direct account, you can either keep the first direct connection for recording purposes or you can delete the first direct connection if you don't want to keep the account at all or you can toggle off the first direct this will then just hide the transactions if you do not want to see them but still have it connected.

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