Thanks for joining the thread, DaltonStrat22.
I understand the importance of changing your bank account for payroll/tax entries and managing two checking accounts. I'll share a way to get rid of all of this.
In QuickBooks Online, you'll have the option to merge two checking or bank accounts. It's possible that the old checking account is connected to online banking that's why you can't merge it. Please ensure that it's disconnected from all online services before proceeding.
Here's how:
- Go to the Banking menu.
- Locate your old checking account and click the Edit pencil icon.
- Select Edit account info.
- Checkmark the box that says Disconnect this account on save.
- Once done, hit Save and Close.
After that, you can merge them. Refer to this article for more insights: Merge duplicate accounts, customers, and vendors in QuickBooks Online.
On the other hand, you can change the payroll/tax account by following these steps below:
- Go to the Gear icon and select Payroll Settings.
- Click Preferences.
- Choose Accounting Preferences.
- In the Checking Account drop-down arrow, select the correct account.
I'm also including this resource for more information on managing business information on payroll accounts for future reference: Update your business info in online payroll.
If you need further assistance managing your accounts in QuickBooks Online, don't hesitate to add any details below. I'll be around to help you.
