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Good day, rosecazzulini-gm.
Let me make it up to you by ensuring you're able to change your bank details in QuickBooks Online (QBO).
When you recently change your online banking credentials, you'll also have to update the bank information in QuickBooks. . You can click the Edit sign in info button to change it.
If you'd like to edit the bank account name, here's how:
QuickBooks automatically downloads the latest available transactions. You can then categorise, match or add them to the bank register.
In case you don’t see your recently downloaded bank transactions in QuickBooks Online, then you can follow the troubleshooting steps provided in this article to fix the issue: What to do if bank transactions won’t download or there's a bank error.
I'd be pleased to assist you if you have further questions about changing bank information in QBO. Feel free to leave a reply below.
Hi I’ve recently changed my business bank account which I’ve added to quickbooks but all my paid invoices still link to my old account even though I’ve closed and removed it from the banking screen. I have to go into each invoice and alter the payment method to the new bank account so it will then Match. Can I make this my default account
Let me help you change your bank account and make it the default one for your invoice payments, Andrew Sweedy.
Merging both your old and new accounts is one of the quickest ways to move the bank information from your old account to your new ones. To do this, you can simply follow the steps below:
Before you continue, make sure you’re in the Accountant view.
You have all the info you need for the account you want to keep. Now let's handle the duplicate:
Furthermore, once you have your bank statement in hand, you'll have to compare it with the ones you entered into QuickBooks. If everything matches, your accounts are balanced and accurate. Learn how to reconcile them after. I've got this article for more details: Reconcile An Account In QuickBooks Online.
Let me know if you have any other concerns with your accounts. We're here to make sure everything is covered.
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