# Move Bank Feed to a New QuickBooks Company

- Author: SimpleBankConvert (https://www.simplebankconvert.com)
- Published: 2026-08-02
- Updated: 2026-08-02
- Category: Bank accounts and feeds
- Canonical: https://www.simplebankconvert.com/blog/move-bank-feed-to-a-new-quickbooks-company

> How to move a bank feed to a new QuickBooks company: disconnect it from the old file first, connect it to the new one and choose a start date with no overlap.
To move a bank feed to a new QuickBooks company, finish reviewing and reconcile the account in the old company, then disconnect its feed. In the new company, connect the same bank login to the matching account and choose a start date the day after the old company's last transaction, so nothing is downloaded twice or skipped.

## Can one bank feed serve two QuickBooks companies?

For most banks, one bank feed connection belongs to one QuickBooks company at a time, so moving it means disconnecting the old company first. Intuit names an exception: on its page about [connecting bank and credit card accounts](https://quickbooks.intuit.com/learn-support/en-us/help-article/banking/connect-bank-credit-card-accounts-quickbooks/L4yDAHMNH_US_en_US), it says customers with Chase or TD Bank accounts can connect a single bank account to multiple QuickBooks Online accounts.

Even where two connections are allowed, think about whether you want them. Two companies downloading the same account means two sets of books recording the same money. That only makes sense for a short overlap, such as running the old file in parallel for a month while you check the new one. After that, one company should own the account.

Common reasons to move a feed:

- The business has a new legal entity, such as a sole trader becoming an LLC, and the new entity has its own QuickBooks company.
- The books were set up wrong and you are starting a clean company file.
- An account that belonged to one of two businesses was connected to the wrong company.

If the move is because you changed banks rather than company files, that is a different job: [switching banks in QuickBooks Online](/blog/switch-banks-in-quickbooks-online) covers closing out the old bank and adding the new one in the same company.

## Disconnecting the bank feed in the old company first

The old company has to be finished before its bank feed is disconnected, because a disconnect throws away anything not yet reviewed. Intuit's article on [disconnecting accounts connected to online banking](https://quickbooks.intuit.com/learn-support/en-us/help-article/bank-feeds/disconnect-delete-accounts-connected-online/L2Cbj38ar_US_en_US) says QuickBooks removes any transactions still in the Pending tab when you disconnect.

Before you disconnect in the old company:

1. Review every line in For review (some accounts call it Pending) that is dated on or before the cut-over date. Add or match each one.
2. Leave lines dated after the cut-over date alone. They belong to the new company, and the disconnect will remove them from the old one.
3. Reconcile the account to the last statement before the cut-over.
4. Note the date and the balance of the last transaction you kept. The new company needs both.
5. Fix any connection error first. Intuit warns that an account disconnected while it has an error may download duplicates when it is connected again.

Then disconnect: on the Bank transactions page, select the account's tile, the pencil icon and Disconnect account. The full set of options, including when to make an account inactive instead, is in [how to disconnect a bank feed in QuickBooks Online](/blog/how-to-disconnect-a-bank-feed-in-quickbooks-online).

Leave the old company's account active. Its history stays in the old company's reports, which you may need for tax returns and for comparing years.

## Choosing a start date for the new company with no overlap

The start date for the new company should be the day after the last transaction the old company kept. That way every bank line lands in exactly one company. Pick it from the date range list when you connect, choosing a custom date if the presets do not match.

Check three things before you settle on a date:

- **The new company's opening balance date.** The opening balance should be the bank balance at the end of the day before the feed starts. If the books start on 1 July, the opening balance is the balance at the close of 30 June.
- **The bank's history window.** The feed can only reach back as far as the bank allows. If the cut-over was months ago, part of the gap may be too old to download.
- **Lines with tricky dates.** A deposit made on 30 June that the bank posts on 1 July belongs to whichever company holds the bank's posting date. Follow the statement, not the deposit slip.

## Which account should the feed link to in the new company?

When you connect the feed in the new company, link it to an account you created for it, of the right type, with the opening balance already entered. If you let the connection screen create a new account while one already exists, you end up with two accounts splitting one bank's history.

Intuit's article on disconnecting adds a warning that also applies here: QuickBooks may treat a connection as brand new, create a new account and add an automatic opening balance transaction. After connecting, open the register and check the first entries:

- If there is one opening balance and it matches the bank balance on your start date, you are done.
- If there is an extra opening balance entry, compare it with the one you entered and remove the duplicate.
- If a second account appeared, Intuit's guide to [fixing duplicate transactions in bank feeds](https://quickbooks.intuit.com/learn-support/en-us/help-article/duplicate-transactions/fix-duplicate-transactions-quickbooks-online-bank-feeds/L1fjxl88f_US_en_US) says to disconnect the extra connection, make that account inactive and keep the original account.

Remember that the person connecting must have the bank login. Intuit says accountants cannot connect bank accounts for clients, so the owner or an admin of the new company signs in.

## A mid-month bank feed cut-over, worked through

A mid-month cut-over is the case that most often creates duplicates. Here is one with example dates: a business starts a new company on 1 July 2026 but only gets around to moving the feed on 14 July. The old company's feed has already downloaded 1 to 14 July.

| Date | Old company | New company |
| --- | --- | --- |
| Up to 30 June | All lines reviewed and reconciled to the June statement | Not used; opening balance taken from the 30 June balance |
| 1 to 14 July | Lines sit in For review; leave them unreviewed | Arrive on connection, with a 1 July start date |
| 14 July | Feed disconnected; the unreviewed July lines are removed | Feed connected to the new checking account |
| 15 July onward | No downloads | Nightly downloads |

The key choice is on 1 to 14 July. If someone added those lines in the old company before disconnecting, they would sit in both companies, and the old company's July figures would be wrong. Leaving them unreviewed lets the disconnect remove them from the old file while the new company's 1 July start date brings them in.

When the July statement arrives, reconcile it in the new company only. The beginning balance on that reconciliation should equal the 30 June opening balance.

## Feed history that is too old to download into the new company

Some history may be too old for the new company's feed to download. Intuit's disconnect article says transactions older than 90 days cannot be downloaded again when you reconnect. A new company started months after its official start date will often have that gap.

Fill it from files. Download the bank's CSV or QBO files for the missing months, or use the statement PDFs, and upload them through Upload from file in the new company, oldest month first. Then connect the feed with a start date the day after the last uploaded transaction. [SimpleBankConvert](/get-started) is being built to turn those statement PDFs into CSV or QBO files the QuickBooks Online upload accepts.

Do not try to copy the lines across from the old company's register by export and import. An exported report is your bookkeeping, not the bank's record, and it carries your categories and any old mistakes. Bank files and statements give the new company a clean copy of what the bank actually did.

If the new feed connects but then stops bringing in new days, treat it like any stalled feed. [QuickBooks not downloading bank transactions](/blog/quickbooks-not-downloading-bank-transactions) goes through the checks in order.

## Card feeds that land in a bank account after the move

A credit card feed that lands in a bank-type account in the new company makes every charge look like money coming in or out of cash. It happens when the new company's account was created as a bank account, or when the connection screen picked the wrong one. The card needs an account of the Credit Card type.

To fix it, disconnect the card feed in the new company, set up a Credit Card account with the right opening balance owed, and connect again with a start date before the first wrongly placed line. Then remove the lines from the bank account so they are not counted twice.

The same mismatch shows up with files. A QBO or QFX file from a card issuer is marked as a card file, and QuickBooks can reject it when you pick a bank account for the upload. [QBO file account type mismatch](/blog/qbo-file-account-type-mismatch) explains why the upload stops and how to pick the right account or fix the file.

Moving every account at once is tempting but makes mistakes harder to trace. Move one account, check its first week in the new company, then move the next.