Context: I have relocated and am in the process of amending my business name. The advice from tax/legal was to set up a 2nd bank account with the new name. Now I have two checking accounts with two different banks set up with the same EIN.
What I think I want to do:
Be able to send invoices for new clients from the new account.
Be able to run summary reports (for managing, tax purposes) that includes transactions from both accounts.
The (clearly overseas) help desk could not seem to figure out how to do this...