Deposit went to a closed account

I have the steps you can take in connecting your QuickBooks Checking to your QuickBooks Online (QBO) Essentials plan, handy.

Since connecting your QuickBooks Checking to your company file requires you to connect your bank account. We’ll need to disconnect your old bank account from your trial version and connect it to the regular paid subscription.

Before taking any action, make sure to categorize transactions from the For Review tab as they will be deleted. Additionally, any transactions older than 90 days will not be available for automatic download. To proceed in disconnecting this from the other, you can follow the steps below:

1. Go to the Transactions menu, and select Bank Transactions.
2. Tap the tile for the bank account, and click the pencil ✎ icon.
3. Select Edit account info.
4. From there, hit the Disconnect this account on save checkbox. Then, select Save and Close.

Afterward, here’s how you can establish a new connection:

1. Go to the Transactions menu, and select Bank Transactions.
2. From there, tap the Link Account button.
3. Type in your bank’s URL or bank name in the Search field. Then select the bank.
4. Enter your Login information in the Login and Password section, then select Continue.
5. Select the account you want to connect and the date to pull transactions from the dropdown ▼. Then, select Next.
6. Select your account type on the Account type ▼ dropdown, then select Next

Once everything is done, start connecting your bank account to QuickBooks Checking. To start, please refer to the guidelines outlined in Connect your bank account to QuickBooks Checking dropdown in this article: Use your QuickBooks Checking account.

Feel free to review this resource to get answers to frequently asked questions about the product: QuickBooks Checking FAQ.

I’m looking forward to assisting you again if you have more questions about connecting your account or managing your QuickBooks transactions. I’ll keep this thread open for your concerns. Take care!