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February 27, 2022
Question

Our business bank, Iberia recently changed names to First Horizon. Do you need to delete these accounts first? and then add FH ones? or can you reconnect the ex.account?

  • February 27, 2022
  • 1 reply
  • 2 views
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1 reply

Level 9
February 27, 2022

Glad to you've visited us here today, @designbyme.

 

You can edit your bank info to its new name. This way, you won't have to delete or disconnect it in QuickBooks. Let me guide you how.

 

  1. Go to Baking, then choose the Banking tab.
  2. Look for the bank account you want to update.
  3. Tap the Pencil icon beside the bank name.
  4. Select Edit account info. Update the bank name.
  5. Click Save and Close.

 

 

 

You can also check out this article to review and download your bank and credit card transactions: Categorize and match online bank transactions in QuickBooks Online.

 

In case you need help with other banking tasks, browse this link to go to the page. It has our general banking topics with articles: Find help with bank feeds and reconciling accounts.

 

I'll be around if you have follow-up questions or concerns with bank accounts, so don't hesitate to reach out. Take care and be safe.