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OSlingshot
April 20, 2022
Question

Transitioning a linked bank account from one QuickBooks account to another?

  • April 20, 2022
  • 1 reply
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Has anyone ever taken a bank account they had linked to one QBO account and switched it to link to a different organizational QBO account? 

Our company is looking to start a second QBO account (keeping the first one for historical data), and we are curious about the process of making sure our bank data gets shifted from account #1 to account #2. Anyone done something like this before? 

1 reply

M
mv32
April 20, 2022

Welcome and thanks for posting to the Community, @OSlingshot.

 

You'll want to identify the dates when you start recording the transactions when connecting the same bank account to the second company. In this manner, transactions recorded in the second company won't be mixed up with the first company.

 

However, if you mean to record the existing bank data from the first company to the second one, you may need to import older transactions. I'd also recommend consulting your accountant to make sure your books are accurate for both companies.

 

You can read more information about adding another company file to QuickBooks Online.

 

Additionally, feel free to view and read this video article for more details: Connect bank and credit card accounts to QuickBooks Online. This includes link to upload bank transactions manually.

 

You can always comment here if you have other concerns with managing your QBO accounts. I'm here to help. Have a nice day!

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