Candice C
QuickBooks Team

Banking

Good afternoon, @andrea-photobydr

 

It's great to see you back in the Community! 

 

The best route to go in this situation, would be to disconnect the account and then reconnect with the new number. When you disconnect, you’ll no longer see transactions that still need to be categorized in the For review tab. If the transactions are older than 90 days, you won’t be able to download them from the bank when you reconnect. In this case, you can still manually upload old transactions.

 

  1. Go to Transactions, then Bank transactions (Take me there).
  2. Select the tile for the bank account.
  3. Press the pencil Image of the edit icon. icon, then choose Edit account info.
  4. Tap the Disconnect this account on save checkbox.
    Note: If QuickBooks is downloading new transactions, you won't see this option. Wait a few minutes for the update to finish and try again.
  5. Hit Save and Close.

 

When you're ready to reconnect, review this guide for additional details: Connect bank and credit card accounts in QBO

 

I hope this helps. I'm only a post away if you need me. Have a great day!