You can change your deposit account in QuickBooks by following these steps:
1. Access the Chart of Accounts
- Open your QuickBooks Online account.
- Navigate to the Chart of Accounts section.
2. Locate and Edit the Existing Account
- Find the existing deposit account you want to change.
- Click on the pencil icon next to the account name to edit it.
3. Modify Account Details
- In the Edit Account window, update the Account Name and Account Number fields with the new details of your deposit account.
- You may also need to adjust other fields like Account Type and Balance.
4. Save Changes
- Click Save to confirm the changes.
5. Update Transactions
- Important: After changing your deposit account, you may need to update any transactions that were previously linked to the old account. This ensures that your financial records remain accurate.
Example
If you've switched banks and have a new checking account, you would change the Account Name and Account Number to reflect your new bank details.
Note:
- This process may vary slightly depending on your QuickBooks version and subscription plan.
- It's recommended to consult the official QuickBooks documentation or contact their support team for any further assistance.
