My bank is changing it's name and advised that if I use Quickbooks online, there may be other steps that need to be taken with QB to prepare for this change. Advice?

Transitioning in QuickBooks Online (QBO) due to a bank acquisition is a common process that involves actions to maintain accurate data and ensure that bank connections function smoothly, gchiarella.

Since your bank has been acquired, you'll need to disconnect and then reconnect the account to ensure all your connections continue to work.

Before disconnecting your account in QuickBooks, take the time to review and categorize any pending transactions to ensure your records remain accurate and organized.

Here are the steps to disconnect an account:

1. Navigate to the Bank transactions page and select the tile for the bank account.
2. Click the pencil icon and choose Edit account details.
3. Select the Disconnect this account on save checkbox.

• Note: If QuickBooks is downloading new transactions, you won't see the option. Wait a few minutes for the update to finish.

       4. Click on Save and Close.

 After that, reconnect it using the new bank's name and login credentials.

For detailed guidance on maintaining balanced accounts, refer to this article for additional tips: Reconcile an account in QuickBooks Online. 

Feel free to leave any additional questions in the comments, and we'll be happy to help.