Merging bank accounts

I'm here to provide some ideas on how to handle your bank accounts in QuickBooks, @WOODS Edge Creations LLC.

If you're going to use the same register, we can disconnect your old bank account. Then, reconnect it with the new sign-in info and use the same register. 

Here's how:

1. Proceed to the Banking menu. Then choose the Banking tab.
2. Click the tile for the bank account.
3. Select the pencil ✎ icon, then click Edit account info.
4. Press the Disconnect this account on save checkbox. Note: If QuickBooks is downloading new transactions, you won't see this option. Wait a few minutes for the update to finish and try again.
5. Select Save and Close.

Once done, you can now connect the account with the new sign-in info for online banking. Then, exclude some transactions that are already in the register to avoid duplicates. 

Here's how:

1. Go to the For Review tab.
2. Mark the box next to each transaction you want to exclude.
3. Select Exclude from the pop-up at the top.

Once QuickBooks downloads your transactions, you'll want need to review and categorize your transactions to make sure they’re categorized accordingly.

Fill me in if you have other questions about how to merge or handle your bank accounts in QuickBooks. I'll be happy to lend a helping hand. Keep safe!