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I've got you covered, juquconsulting. I'm glad to walk you through transferring the bank account to your client's file in QuickBooks Online (QBO).
There may be instances in which we accidentally connect a bank account to an incorrect company file. Not to worry, we can fix this by disconnecting the account in your file. Then, link it to the correct one.
First, follow these steps to disconnect the financial institution:
Once done, connect the bank to your client's company file.
For additional reference about the process, kindly check this article: Connect bank and credit card accounts to QuickBooks Online.
Additionally, here's an article that can help you review and organize your client's transactions appropriately in QuickBooks: Categorise online bank transactions in QuickBooks Online.
If you have more QuickBooks-related queries or need assistance managing your clients' files, please let me know by replying to this thread. I'll make sure you're taken care of.
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