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April 7, 2022
Question

Bank accounts

  • April 7, 2022
  • 1 reply
  • 0 views

We have just had to create a new bank account in QB because our bank changed the system for updating the bank. Not a problem. We have a reconciled closing balance for the "old" account, we have transferred the funds in QB to the new account and the new one is also fully  reconciled. However in QB in the COA, when looking at the bank accounts, the old bank account shows a correct QB balance of zero but the "bank balance" obviously shows the last balance imported. This will never change but is annoying because the new bank account includes the old figure.

Can we clear the old bank account "bank balance" to zero ?

Thank you

1 reply

MarsStephanieL
April 7, 2022

Hi there, @KathySB. I can see that you're concern about clearing the bank balance to zero has been acknowledge by my colleague.

 

You can check out this thread for more information: Accessing old sales invoices (https://intuit.me/3oYdmgp).

 

I've also added this article to know more details on how to manage your books in QuickBooks Online: Learn the reconcile workflow in QuickBooks. It also contains steps on how to fix any issues with your books.
 

Please let me know if you have other concerns. I'm just around to help.