Changing to New Bank Account at Same Bank

I'm here to ensure a smooth transition between your bank accounts in QuickBooks Desktop, JABUIL.

In QuickBooks Desktop, you can use Bank Feeds to connect your bank and credit card accounts to online banking, so you don't have to record them manually. When you need to change your account details, you'll need to disconnect Bank Feeds.

Here's how to do it:

1. Go to Lists on the top menu.
2. Press Chart of Accounts.
3. Locate the account and right-click on it. Then, click Edit Account.
4. Head to the Bank Feed Settings tab.
5. Select Deactivate all online services, then click OK.
6. Hit Save & Close.

Afterward, make the necessary changes and set up your Bank Feeds again. For guidance, refer to this article: Set up or edit bank accounts for Bank Feeds.

For future reference, here's a comprehensive article on generating reports to get details about your accounts in QuickBooks: Understand reports.

Come back to this post if you have any other banking concerns in QuickBooks, JABUIL. I'll be right here to help you out.

That doesn't answer my questions at all. I didn't ask about bank feeds.

I asked:

Do we have to make a new bank account in QB or can I just change the bank account number of our existing account? They have already transferred the balance that was in the old account to the new account. If we make a new bank account in QB, should that be the opening balance?

I can share additional information about handling the transition to a new bank account within QuickBooks Desktop, @JABUIL.

If your bank has transferred the balance from the old account to the new one, you can update the bank account number of the existing account in QuickBooks. You don't necessarily have to create a new bank account in QuickBooks. In this case, the transferred balance will be considered as the opening balance for the updated account.

For more information about downloading and matching your transactions, refer to this article: Add and match Bank Feed transactions in QuickBooks Desktop.

Additionally, here's how to create rules to categorize transactions in QuickBooks Desktop.

Let us know if you need further information about your bank feeds. I'm always here to answer questions. Have a great day!