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Level 1

Hi can you please help me update my bank deposit account information? One of my accounts was closed and itwas my main one and I need to update it.

 
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QuickBooks Team

Hi can you please help me update my bank deposit account information? One of my accounts was closed and itwas my main one and I need to update it.

 

Hello there @Carlo Luna

 

I can definitely help you update your bank account information. If you haven’t already added the new bank account to your Chart of Accounts, you will want to do that first.

 

From within QuickBooks:

  1. Click Accounting on the left menu and go to the Chart of Accounts tab.
  2. Select the New button and enter the necessary details:
       • Account Type
       • Detail Type
       • Name
       • Account Balance
  3. Click Save and Close.

 

While you are in the Chart of Accounts, you will want to make the old account inactive. 

  1. Find the account you want to delete.
  2. Select the Action ▼ dropdown
  3. Check Make inactive.

 

If you have your bank account connected to QuickBooks, you’ll want to disconnect the old one and connect the new one.

To disconnect the old one:

  1. Go to the Banking menu or Transactions menu.
  2. Locate the blue tile for your bank account.
  3. Select the pencil ✎ icon to edit the account,
  4. Edit account info.
  5. Choose Disconnect this account on save checkbox.
  6. Save and close.

 

To connect the new one:

  1. Go to Accounting menu and to Chart of Accounts.
  2. Find the account you want to connect to.
  3. Select the small arrow ▼ icon next to View register from the Action column.
  4. Select Connect bank.
  5. Follow the onscreen instructions.

 

Once your new account is connected, you may be ready to reconcile. I’m attaching this article, just in case you run into any difficulty. Reconcile an account in QuickBooks

You’re all set! Let me know if you have any other questions about your bank accounts or anything else. I’ll be around to help out.

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