When I connected my bank with Quickbooks, I didn't realise in connected it with the 'Cash on Hand account'. Can I relink bank feed to the 'Bank Account' account?

Thanks for seeking precise information, Anikora. Correctly linking your bank feed is essential for maintaining accurate financial records. Allow me to assist you in ensuring smooth transaction management.

In QuickBooks Online (QBO), you can disconnect your Cash on Hand account from the bank feed and connect the correct account to ensure your records reflect the accurate account name and type. However, it’s important to note that there is no direct way to re-link the bank feed from one account to another because each account in QBO maintains its own set of transactions.

To keep your bookkeeping accurate and seamless, I recommend exporting your categorized transactions from the Cash on Hand account before disconnecting it so you can later import them into the correct one. This ensures you have a complete record of all categorized transactions.

For detailed steps, here's how:

1. Go to Transactions and select Bank Transactions.
2. Click on the Cash on Hand account.
3. Choose the Export to Excel icon to save your transaction data.
   
   

After exporting, disconnect your Cash on Hand account from the bank feed and connect the correct one. Please refer to the screenshot below for guidance.

Once everything is good, you can import the exported transactions into the newly connected account. All you need to do is review and accept these categorized transactions to integrate them into your records.

Here's how:

1. From the Bank Transactions window, select the newly connected bank account.
2. Click the Link Account dropdown and choose Upload from the file.
3. Select your exported file, then click Continue.
4. Review the transactions, tick all to select them, and hit Accept.

Additionally, I want to highlight these resources that deepen your understanding of handling transactions and accounts in QBO, ensuring you have all the tools necessary for effective financial management:

• Reconcile an account in QBO
• Learn more about the Chart of Accounts (COA)

Your go-to QuickBooks Community team is always on standby, Anikora. Feel free to bookmark this thread for future questions or concerns about managing your transactions in the program. We look forward to supporting your business growth and success.