Does anyone know what i do if my bank merged with another bank and i need to keep my old information on qbse but also need to start using my new banking info?

Good day, bekkipatai.

Let me assist you with your banking concerns.

You can simply add your new bank account in QuickBooks Self-Employed. That way, your old transactions will remain while you're updating your account with the new ones.

1. From the Gear icon, select Bank accounts
2. Select + Connect another account
3. Find your bank, select it, and follow the steps from there.

I have an article here if you need a reference for QuickBooks Self-Employed Schedule C Categories.

Please post again if you need more help with this. Have a great day ahead and keep safe!

I have the same problem - and concern. My bank merged with another and no longer exists. If I simply create a new connection, how do I keep my history? Do I keep 2 banks in the records? Need a deeper response to this question....

Let me share some information about how Bank Feeds works in QuickBooks Self-Employed (QBSE), Cloggie1.

If you connected the old bank account, QBSE automatically downloads your transactions and keep all your bank data after categorizing them. When adding a new bank account, your old transactions will remain in your account while you're updating with the new ones. This way, QuickBooks track all the bank transactions for both bank accounts.

If there are old transactions from the previous account that are not yet added in QBSE, just manually upload them using a CSV file. Just check out this article for the detailed steps: Add older transactions to QuickBooks Self-Employed.

Moving forward, just use the new bank account to download transactions. Then, review and categorize them into your business accounts. For more details about this process, please refer to this article: Categories in QuickBooks Self-Employed.

I've got a link here that provides you with articles about managing your bank transactions: https://quickbooks.intuit.com/learn-support/en-us/banking/07?product=QuickBooks%20Self-Employed.

Keep me posted if you need a hand with creating bank rules or any QBSE related. I'm always here to ensure your success. Keep safe always.

Thanks for the response.  I am no longer able to log in to the former account, and the acquiring bank is sending me QBSE login info (which they had not told me I needed to ask for in addition).

Do I just leave my old account out there? It's no longer in use but I want to keep the transactions. I can't put it on hold either.  Just wondering about the "litter" and if I need to do anything else?

Thanks again.  Cloggie1

Thanks for coming back to this thread, Cloggie1.

Yes, we can leave it as it is to keep your bank transactions in the program. Though, you can also hide the account if you don't want to see transactions from that particular bank account anymore.

Hiding a bank account keeps all the data in QuickBooks. However, they won't show up until you make it active again. To include transactions and keep the account hidden, we'll have to manually import a CSV file.

Here's how to hide your old bank account:
 

1. Click the Gear icon.
2. Select Bank Accounts.
3. Find the account you want to hide.
4. In the Show Account section, select the toggle to OFF.

Just repeat the steps above and select the toggle to ON if you want to reactivate it.

Then, you can simply connect the new bank account to automatically download your recent bank transactions.

Once they're in, it's time to review and categorize them.

Feel free to insert a comment into this thread again, if you have any other concerns or follow-up questions about online banking. Have a pleasant day ahead.

Thanks again for the quick response.   I am unable to "Hide" the account because it is no longer possible to log into it (due to the bank being acquired by another bank). I have enclosed a screenshot of the login page to show you what I mean by "litter"... Thanks again.  Cloggie1

We don't need to log in to your bank account, Cloggie1.

When hiding a bank account in QuickBooks, we'll only have to toggle it to OFF. I'll use screenshots as your visual guide on how to do it:

Afterward, you're good to connect the new account into QuickBooks. You can check this article for the detailed steps of the process: Connect the bank account.

You always have m,e if you need anything else. Keep safe!

Hi again.  Unable to get to the toggle switch because my bank has disabled login to the old instance.

Also, the new bank, Prosperity Bank tells me that I need to log in to an instance on Quickbooks called Prosperity Bank Treasure at www.prosperitybankusa.com but there is no such instance in the options to connect on QBSE.

Is there a different connection to QBSE than to other versions of Quickbooks? Can my bank reach out to Intuit?

Hi @Cloggie1,

I'm here to take care of the query about your online bank connection.

When you search for your online bank in QuickBooks Self-Employed via its name or URL, and it doesn't show up as an option, then that means it isn't available. 

If this is the case, you can manually upload your bank transactions using a CSV file to keep it updated. Most banks allow you to download your transactions as a CSV file. You can then use this file to upload your transactions.

Here's how:

1. Go to the Gear icon.
2. Select Imports.
3. On the right-hand side of the account in question, tap Import older transactions.
4. Follow the on-screen prompts to proceed.
5. Hit Import.

To get a more detailed look at this process, see this article: Add older transactions to QuickBooks Self-Employed. Here you'll see a step by step guide from getting the correct date range, up to reviewing what you imported. 

If you have any other questions, place them in the comments below. I'll get back to you as soon as I can. 

Ryan_M, thanks for all the valuable help.  I will escalate with Prosperity Bank.

Update: By working with Intuit and my Bank we were able to connect the new account after the merger. That's the good part, for going forward.

Legacy Texas was acquired by Prosperity Bank. LegacyTexas does not exist anymore by it still shows as a login item in QBSE. There is no login possible. How can I simply "cap" this LegacyTexas bank account and keep the historical data without keeping the login error issue in QBSE.  See screenshot. 

Good Evening, @Cloggie1. 

Thanks for reaching back out to the Community. Like my colleague @KentB discussed in one of the posts above that you can hide the old bank account by making it inactive. When it comes to the time that you'd like to review that information again, all you'll need to do is make it active again. Below are the instructions that my colleague provided to help you out. 

1. Click the Gear icon.
2. Choose Bank Accounts.
3. Find the account you want to hide.
4. In the Show Account section, select the toggle to OFF.
5. Press ON when you're ready to reactivate the account. 

It's that easy. Learn more about recovering transactions/accounts that you made inactive by using this link. 

If you have any other questions or concerns, just let me know. I want to make sure that you're able to get back to running your business. Have a great day!

I also mentioned above, and maybe not clearly enough, that the gear icon and the ability to hide the bank by making it inactive is no longer available to me. What I mean to communicate by saying "The Bank no longer exists" is that there's no possibility of logging in via QBSE. In order to access your recommendation one has to log in and only then can the slider be set to inactive. 

Thank you for getting back here in the Community, @Cloggie1.

I can see from your screenshot that you've got a Banking error 103. This error code occurs when credentials entered into QuickBooks don’t match with what your financial institution. It also means that your sign-in request has stopped until you update that information in our product so that the bank does not lock your account access.

Here's how to fix it:

1. Click the Reconnect button that displays within the error message. Then make sure to physically type the user name and password.
2. Select Update Sign-in Info.

If this update fails to eliminate Error 103, I suggest reaching out to our technical support team. Form there, they can further investigate the connection between LegacyTaxes bank and your QuickBooks Self-Employed (QBSE) account.

For more information about this error, please check this link: Error 103 for QuickBooks Self-Employed. 

Also, learn more about how to report your self-employed income and expenses using a Schedule C form in QuickBooks Self-Employed, please visit this article: Schedule C categories. 

If you have additional questions about QuickBooks feel free to leave a reply below. I'm here if you need further help. Take care always. 

Hi, this is exactly what my boss is also looking to do. Her bank was bought out and we need access to the old DBSE with the new bank. Where do we find the Gear icon from a desktop. Neither of us is terribly technologically savvy and we only have internet access today. 

Welcome to the Community space, KhalsaJi.

Could you tell me what the DBSE stands for? Any information you provide will assist me in providing the best solution to your problem.

The Gear icon is only available in QuickBooks Online version. Since your using QuickBooks Desktop, you can access or review downloaded transactions in the Banking menu if your old bank is connected to Bank Feeds. I'll show you how.

1. Go to the Banking menu.
2. Select Bank Feeds and select Bank Feeds Center and review the transactions in each category.

You can also go to the Accountant menu to view all the transactions recorded on your old bank account.

Here's how:

1. Click the Accountant menu.
2. Select Chart of Accounts.
3. Double-click on the old bank account to view all the transactions.
4. From the Chart of Accounts, click the Account dropdown and select New if you want to add your new bank account.

Please refer to this article if you want to connect your new bank account with Bank Feeds: Set up bank accounts for Bank Feeds in QuickBooks Desktop

Also, you can learn how to review and categorize downloaded bank transactions in QuickBooks Desktop using this resource: Add and match Bank Feed transactions in QuickBooks Desktop

Feel free to add any details below if you have further questions with bank feeds. We're always here to help you.