Skip to main content
June 10, 2024
Question

I want to keep previous months transactions in the app and i closed my bank account. i have a new bank account. how to?

  • June 10, 2024
  • 1 reply
  • 0 views
Original commenter did not share additional details

1 reply

June 10, 2024

Allow me to help you with your bank transactions.

 

To begin with, if you have already categorized the transactions from your old bank account, those transactions will stay in the app.

 

If you wish to unlink your old bank account from the QuickBooks Online app, please login through a web browser. For further guidance, refer to this article: Disconnect accounts connected to online banking in QuickBooks Online.

 

Additionally, since you have a new bank account, I suggest connecting this to the app so QuickBooks will automatically download your bank transactions.

 

To add a bank account, please follow these steps:

  1. Go to Menu☰ and select Transactions.
  2. Click on the + sign to add an account.
  3. Search for your bank or choose from the list of popular banks.
  4. Select your bank from the search results.
  5. Sign in to your bank.
  6. Follow the steps to select an account to connect to.
  7. Select a QuickBooks Account that the bank account should map to.

 

Note that it can take a few minutes for the downloaded transactions to appear. Once the transactions of your new bank account are uploaded, you can categorize and match the transactions to ensure accuracy.

 

Moreover, you can check out this article to learn the mobile app features: Compare mobile app features.

 

I'll be around if you need further assistance with your bank transactions. Keep safe.