Question posted by Anonymous-163513 on October 27th, 2017
Merging Old And New Checking Asccounts
I Had To Open A New Checking Account 12/16. All Auto-pays- Medicare/bs/hmo Payments Post To Old Account. Is There A Way Of Merging Old With New Accountso I May Post Payments/debits From Old To New Checking Account? Will Go To Bank On S Federal Hwy Ft. Lauderdale To Discuss If I Can Fill Out Form Authorizing Suntrust To "merge" Accounts. Please Advise, As I Cannot Enter Old Cking Data Into Qb 2016 If It Is Not In This Account
Current Answers
Answer #1: Posted by Odin on October 27th, 2017 12:49 PM
If as you say you'll be visiting the bank, SunTrust may suggest an easier way. Otherwise, the best you can do is to close one account and make the transfer yourself. Before you close a single account, contact all of the companies with which you have automatic deposits or debits and move them to the new account. Be sure all scheduled payments have cleared, though. Then stop using your debit card so you won't create more pending transactions.
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