Switching bank accounts

Hi Matthew, thanks for your post. :)

When you disconnect a bank account in QuickBooks Online, only the transactions in the 'For-Review' and 'Excluded' tabs will be removed, and all transactions under the 'Categoised' tab that have been added/matched will remain. 

The bank tile will also remove from the banking screen, as this only displays live connections, however, you can still access the account balance and its transactions by going to the Cog > Chart of Accounts > Select 'Account History' beside the relevant account. 

Hi GeorgiaC

Thanks for your reply. Very helpful.

We are switching bank accounts so will mow 'catagorise' all transactions so that I don't loose them.

I take it I then disconnect the account and add the new one? It's as simple as that?

Many thanks

Matthew