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March 18, 2020
Question

Need to change bank account details . Business sold 24/2. Business account and business cards closed. Business transactions in savings account from 24/2 need in qb.

  • March 18, 2020
  • 1 reply
  • 4 views
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1 reply

Bonny_
March 19, 2020

Hi hansen-chris,

 

Here's how to change your bank account's details:

  1. Select Banking from the left menu.
  2. Select the bank account affected, then select the Pencil icon on the top-right of the bank account tile.
  3. Select Edit Sign-in info.
  4. Enter your updated sign-in details, then select Save and Connect.

However the above won't work if you have closed the savings account. In this case, you will have to manually upload the bank transactions to QuickBooks via a CSV file.

 

Bonny