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Join nowHi, I disconnected and inactivated my original Checking acct and started a new one because we could not get it balanced correctly. I pulled in transactions from 2020 to the new checking but they are also listed under the old checking acct. Do I need to remove them from the old acct so that they are not overstated? Or can I match up the transaction under the new checking account without making any changes to the old checking account?
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I appreciate your quick response, @smileywhylly.
Yes, you got it correctly. Account History and View Register are the same things. It gives you the history of an account and the lists of all transactions associated with it.
Also, there's no need to manually unlink the payment. By the time you delete a transaction, it'll automatically unlink the payment associated with it. All you have to do is to link the payment to the transactions in your new account to avoid any discrepancies.
To be guided, check out these links that contain detailed steps on how to link payments in QuickBooks Online (QBO):
Moreover, I'd recommend consulting with your accountant for additional guidance. This way, we can ensure your account is properly recorded after making some changes. If you're not affiliated with one, you can visit our ProAdvisor page and look for one from there.
When you're ready, you'll want to review your account and ensure it matches your real-life bank balance. For reference, please refer to this article: Reconcile an account in QuickBooks Online.
Let me know in your reply if you need help keeping your accounts accurate. I'll be here to back you up anytime. Stay safe!
I'm here to help you handle transactions from your old checking account to the new one, @smileywhylly.
We can delete those transactions in the old account, that way, they will not be overstated. To do this, here are the things we need to take:
To activate an account, here's how:
Then, delete each transaction in your old checking account:
Once done, you can now inactivate them:
In addition, let me share these articles to help you manage your chart of accounts in QuickBooks:
Fill me in if you have other concerns about your checking accounts in QuickBooks. I'll be happy to help more. Have a great day!
@Rubielyn_J Thanks for your reply. You mentioned "Account History" I don't have anything that says Account History but I do have View Register, would that be the same thing? Also, should I unlink any payments that have been linked through accepting payment.
I appreciate your quick response, @smileywhylly.
Yes, you got it correctly. Account History and View Register are the same things. It gives you the history of an account and the lists of all transactions associated with it.
Also, there's no need to manually unlink the payment. By the time you delete a transaction, it'll automatically unlink the payment associated with it. All you have to do is to link the payment to the transactions in your new account to avoid any discrepancies.
To be guided, check out these links that contain detailed steps on how to link payments in QuickBooks Online (QBO):
Moreover, I'd recommend consulting with your accountant for additional guidance. This way, we can ensure your account is properly recorded after making some changes. If you're not affiliated with one, you can visit our ProAdvisor page and look for one from there.
When you're ready, you'll want to review your account and ensure it matches your real-life bank balance. For reference, please refer to this article: Reconcile an account in QuickBooks Online.
Let me know in your reply if you need help keeping your accounts accurate. I'll be here to back you up anytime. Stay safe!
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