I can walk you through in updating our connected banks, mclarkaclark.
We can disconnect the old bank account and connect the new one. Just a heads up that once we disconnect an account, all transactions that are in the For Review that still needs to be reviewed will be deleted. We can manage them first before disconnecting. Rest assured those transactions for previous account are still active in our register.
Here’s how to disconnect:
Then, let’s connect the new account for online banking. If we want to use the same register, let's make sure that we select the correct account in the Which accounts do you want to connect? section during the connection process.
I'm here to help if you need anything else. Thanks!
Hey there, @Nsolis.
Thanks for following the thread.
The account can stay connected in terms of QBO for banking. However, in your merchant account, you can update the direct deposit bank account we deposit your payments to, but we can only keep one bank on file for deposits.
You can see additional details in Update business and account information.
Please let me know if you have further questions or concerns. I'll be here every step of the way. You can reach out to the Community at any time. Take care and have a great rest of your week!
I'm here to help ensure you're able to get a text or code, Ameritrans2300.
You need to enter a phone number on file that can receive text or call for the code numbers. And, I'm glad to show you how:
I'm adding this link to learn the type of accounts you can use: Change the account QuickBooks deposits payments into.
Stay in touch with me if there's anything else I can help with today. Thank you and stay safe!