HI, I have changed my bank. I organised a Switch which the bank has carried out. Will I lose all previous banking info if I switch the feed to the new bank?

I'll be happy to answer your question, makecarpentry!

When you switch or disconnect your current bank, you will only lose transactions on the For Review tab. So, I suggest matching or adding them to your register first, so you won't lose them when you do the switch.

After managing your transactions, you can disconnect the existing bank account:

1. On the Banking page, choose the account you want to disconnect and click Edit (pencil icon).
2. Click Edit account info.
3. In the Account window, check the box next to Disconnect this account on save.
4. Choose Save and Close.

After disconnecting, you can connect the new bank account like how you've connected your previous one. By the way, If the new bank carries your old transactions and QuickBooks downloads them again, simply exclude them since they are already in your books.

1. Go to the Banking menu or Transactions menu, then select the Banking tab.
2. Select the For Review tab.
3. Select the checkbox of the transactions to be excluded.
4. Select Exclude.

I'm just a reply away if you have other questions before switching your bank.