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Level 1

How do I change bank account information please. Simplest solution please.

I recently changed my bank account information and I just want to update it it Quickbooks so it downloads it correctly.  

 

Quickbooks seems to make easy actions quite difficult, and I know there may be many solutions.  Simplest solution without losing past information preferred - since it messes up my reconciliation in the process.

 

I am also contacting Quickbooks, but if someones knows out there, would be greatly appreciated.  Thanks

 

1 Comment 1
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Community Champion

How do I change bank account information please. Simplest solution please.

Hi @NICK4:

 

What exactly did you change?  If you download all of the transactions in the "for review" window of the banking page, they are entered and you won't lose them if you have to disconnect and reconnect.  But if you disconnect with them in there, they disappear too.

 

Give me more info and I'll see if I can help you.

 

Lynda

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