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Switching primary bank accounts

Hey there, we are currently thinking of switching banks, therefore, we will have a new business bank account We want to move all the funds from Account A, to the new Account B. Is there any certain process we should follow to make sure it doesn't mess up our QuickBooks online?
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Re: Switching primary bank accounts

Hello there, @therealone


You can easily transfer funds between bank accounts. Let me show you how: 


  1. Go to the Plus icon at the top, then select Transfer.
  2. Click on the drop-down for Transfer Funds, then select the account the funds are coming out of.
  3. Click on the drop-down for Transfer Funds To, choose the bank account the money is being deposited into.
  4. In the Transfer Amount field, enter the amount.
  5. Choose Save and close or Save and new.

Also, the following article contains more information about this as well as other options to transfer funds between accounts: Record a funds transfer between two accounts.


Drop me a comment below if you have any other questions about QuickBooks. I'll be happy to help you out. Have a great day ahead. 



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