How do I handle bank transition?

@Anonymous

Please learn from the input here; you don't need Make a new account then Merge. You simply Edit the existing one, remove any online banking setup. Then Rename it, if you used something more than simply calling it "checking." If you called it Checking or Operating Acct or something similar, you don't need to do Anything except turn online banking off and on, if the provider lets you know the existing connectivity must be changed.

And if you set up a new account because you actually Changed Banks and everything else is changed, your old account needs to be proven that it ended at 0, reconciling to the final statement and making the entry that reflects where the final funds ended up, such as "transfer from Wells Fargo Checking to Bank or America Checking."

@LilyC

Okay so here is what I have taken away from this, and what I am telling my client.

For all bank accounts other than the primary checking ( I will explain), I will have them change the name and then update the bank feed for these accounts. I have also had them make a spreadsheet mapping which account goes to where so that if any other outside party asks they have something to go off of. 

Now for the checking account, a separate Balance Sheet line item had already been created and a bank fee established. In the attempt to merge the old account into the new account, Quickbooks Desktop states that all prior reconciliations will be undone, and I did not like that, and I want to avoid this at all costs.

Would it work, and how would it work, to transfer the O/S checks and deposit items from the old bank account line item to the new account so that the December reconciliation can work, without duplicating information? This is the method that I would like to try because of the circumstance.

Please let me know what you think about this, and thank you!