Hello and thanks in advance for any help you can provide.
I have the default checking account that was set up 2 years ago called "Business Checking" It was connected to my bank and transactions were being downloaded and categorized as expected until my bank changed online banking software. I followed their instructions to back up my data, disconnect the account in QBO, and reconnect it after the upgrade. This happened back in late August. So the "Business Checking" account in QBO has all transactions from 2020 through August of 2023. After following their procedure, I ended up with a 2nd checking account listed in QBO called "SMALL BUSINESS CKG (0010) - 4 - 1" which continued to receive transactions (from end of August 2023 to present).
So now I have two checking accounts:
Business Checking - the default checking account with the opening balance and all transactions thru Aug 2023
SMALL BUSINESS CKG (0010) - 4 - 1 - the new account with transactions from End of Aug 2023 to present.
I would like to merge them, and I followed the help instrucitons to merge accounts, but it appears that the default account for checking is not allowed to be merged with another account because of it's special status. How do I handle this situation? Do I need to merge them? The balance was not zero before I disconnected and re-connected the account.
Thanks again!
