Payments

Thank you for sharing your concern, @Ayap. I'm here to provide you with additional information on how to update your bank information safely and conveniently.

I understand your preference to change your account name instead of disconnecting it, and I agree that this is the best approach. By renaming your old account and keeping it connected, you'll be able to receive new transactions seamlessly without any disruptions to your downloading process. This way, you can maintain a consistent record of your financial activity without needing to make additional adjustments.

However, it is not advisable to delete categorized transactions once an account has been disconnected. This may result in incomplete records since some banks may not load transactions from the old account number to the new one. In this case, you'll need to manually add the deleted transactions to maintain accurate and comprehensive financial data.

Here's how:

1. Go to the Banking menu. Then Banking.
2. Select Upload transactions or Upload from file.
   
3. Select Drag and drop or select files and select the file you downloaded from your bank. Then select Continue.
   
4. In the QuickBooks account ▼  dropdown, select the account you want to upload the transactions into. Then select Continue.
5. Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks. Then select Continue.
6. Select the transactions you would like to import. Then select Continue.
7. Select Yes.
8. When you accept your transactions, select Done.

Once everything looks good, you can start reviewing and categorizing the transactions, then reconcile your account to ensure your books are accurate.

If you need further assistance with managing bank transactions in your account, please let me know in the comments below, and I'll be happy to help you.