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debbmore
February 15, 2024
Question

changing the bank account connected with quickbooks

  • February 15, 2024
  • 1 reply
  • 0 views

Hi,

I just changed the bank account I have connected to QuickBooks. I updated where my deposits go and to which account QuickBooks connects to download transactions. Is there anywhere else I need to update with the new bank account?

Thank you!

deb

1 reply

Bryan_M
Bryan_M
February 15, 2024

Welcome to the Community space, @debbmore.

 

Let me share info about changing bank accounts connected to your QuickBooks Online (QBO) account.

 

The transactions will automatically flow once you connect the new bank account to your QBO account, Just like your previously connected bank. You can read this article as a reference in setting up a bank account in QBO: Connect bank and credit card accounts to QuickBooks Online.

 

I'll also share this article if you want to automatically categorize your bank transactions: Set up bank rules to categorize online banking transactions in QuickBooks Online.

 

For additional banking connection concerns in QBO, leave a reply below. I'll be willing to help. Have a good day.

D
debbmoreAuthor
February 23, 2024

I understand, and I successfully connected my new bank account. It is downloading the transactions.

 

I also selected the new account to receive my deposits.

 

Is there anywhere else in my account that I need to update the bank account from the old to the new one?

 

Thank you

D
debbmoreAuthor
February 23, 2024

I understand, and I successfully connected my new bank account to my QBO account. It is downloading the transactions.

 

I also selected the new bank account to receive my deposits in QBO.

 

Is there anywhere else in my QBO account that I need to update the bank account from the old to the new one?

 

Thank you

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