Welcome to the Community, Fifth Gear Automotive.
I'll share some important details about connecting bank accounts in QuickBooks Desktop (QBDT).
Rebranding accounts tied to QuickBooks Bank Feeds can help bank connection issues in QBDT. Before doing so, ensure to create a backup copy of your company.
Here's how:
- Deactivate Bank Feeds for an account.
- Create a new bank account.
- From the Lists menu, tap Chart of Accounts.
- In the Chart of Accounts window, right-click anywhere and hit New.
- Choose Bank for the Account Type.
- In the Account Name field, enter the name of the bank.
- Tick Save & Close.
- Merge the two accounts by renaming the old account with the name of the new account.
- Right-click the old account, then tap Edit.
- In the Account Name field, type the name of the new account.
- Choose YES when you get the Merge warning dialog box.
For additional information, you can refer to this article: Re-brand or reset accounts for Bank Feeds access.
Additionally, I'd recommend reconciling your accounts every month. This is to effectively monitor your income, expenses, and the growth of your business: Reconcile an account in QuickBooks Desktop.
Let me know if you have concerns about bank connections in QBDT. We'll be with you all through the process. Take care.
