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Level 2

Reconciliation

My bank was bought out and I need to know how to transfer the last reconciliation from the old bank into the new bank. 

Solved
Best answer February 17, 2019

Best Answers
QuickBooks Team

Reconciliation

Hello dstjean1!

 

If you got a new account, we're unable to transfer your past reconciliations to it. You can leave it to your prior account. Then, you can start a new one and record your opening balance to it, so you'll be good on your next reconciliation.

 

You can always visit us back here when you have questions in the future.

 

Have a nice day!

View solution in original post

Level 15

Reconciliation

You don't need to make a New Bank in QB. Edit it and Disable the online banking, if that is what changed, and set it up fresh.

View solution in original post

3 Comments
QuickBooks Team

Reconciliation

Hello dstjean1!

 

If you got a new account, we're unable to transfer your past reconciliations to it. You can leave it to your prior account. Then, you can start a new one and record your opening balance to it, so you'll be good on your next reconciliation.

 

You can always visit us back here when you have questions in the future.

 

Have a nice day!

View solution in original post

Level 15

Reconciliation

You don't need to make a New Bank in QB. Edit it and Disable the online banking, if that is what changed, and set it up fresh.

View solution in original post

Level 2

Reconciliation

Thank you.

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