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bekkipatai
April 12, 2020
Question

Does anyone know what i do if my bank merged with another bank and i need to keep my old information on qbse but also need to start using my new banking info?

  • April 12, 2020
  • 1 reply
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1 reply

AlexV
AlexV
April 12, 2020

Good day, bekkipatai.

 

Let me assist you with your banking concerns.

 

You can simply add your new bank account in QuickBooks Self-Employed. That way, your old transactions will remain while you're updating your account with the new ones.

  1. From the Gear icon, select Bank accounts
  2. Select + Connect another account
  3. Find your bank, select it, and follow the steps from there.

I have an article here if you need a reference for QuickBooks Self-Employed Schedule C Categories.

 

Please post again if you need more help with this. Have a great day ahead and keep safe!

    C
    Cloggie1
    June 10, 2020

    I have the same problem - and concern. My bank merged with another and no longer exists. If I simply create a new connection, how do I keep my history? Do I keep 2 banks in the records? Need a deeper response to this question....

    R
    RCV
    June 10, 2020

    Let me share some information about how Bank Feeds works in QuickBooks Self-Employed (QBSE), Cloggie1.

     

    If you connected the old bank account, QBSE automatically downloads your transactions and keep all your bank data after categorizing them. When adding a new bank account, your old transactions will remain in your account while you're updating with the new ones. This way, QuickBooks track all the bank transactions for both bank accounts.

     

    If there are old transactions from the previous account that are not yet added in QBSE, just manually upload them using a CSV file. Just check out this article for the detailed steps: Add older transactions to QuickBooks Self-Employed.

     

    Moving forward, just use the new bank account to download transactions. Then, review and categorize them into your business accounts. For more details about this process, please refer to this article: Categories in QuickBooks Self-Employed.

     

    I've got a link here that provides you with articles about managing your bank transactions: https://quickbooks.intuit.com/learn-support/en-us/banking/07?product=QuickBooks%20Self-Employed.

     

    Keep me posted if you need a hand with creating bank rules or any QBSE related. I'm always here to ensure your success. Keep safe always.

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