I've closed the bank account that was linked to QB. I changed banks and have opened a new account. How do I delete the old bank account and establish the new account

I’ve got you covered, @mgamble. When your bank account is connected to an online banking feature, you’ll need to disconnect the bank connection before we can remove it. I’d be glad to walk you through the steps.

1. Navigate to Transactions, then Bank transactions.
2. Click on the tile for the bank account you want to delete.
3. Select the pencil icon, then Edit account info.
4. Scroll to the bottom and tick the Disconnect this account on save box.
   
   
5. Once done, hit Save.

This account will no longer appear in the Bank transactions window, but it will still be visible in the Chart of accounts. If you wish to make this account inactive, please follow the steps below:

1. In the Transactions tab, hover over to the Chart of accounts.
2. Locate the bank account you want to delete from the list.
3. Press the Action drop-down, then Make inactive.
   
   
4. Confirm by clicking Yes, make inactive.

Please know that if the inactive account has transactions, those will still be retained in your company file and included in your reports. For detailed guidance on managing these, please refer to this resource: What to know before making an account inactive.

Also, categorizing your income and expenses in QuickBooks is crucial for accurate reporting and tax calculations. After that, reconciling your accounts regularly ensures they match your actual statements.

To enhance your experience with QuickBooks, our QuickBooks Live Expert Assisted team is available to offer guidance on best practices for managing transactions and effective categorization.

Have you been able to disconnect your old bank account and set up the new one successfully? If you have further questions about this process, please don’t hesitate to reach out. I'm here to ensure everything goes smoothly for you. Take care!