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July 29, 2023
Question

I’ve added a PayPal account but I want to add a business bank account how do I do that?

  • July 29, 2023
  • 1 reply
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1 reply

DHeraV
July 29, 2023

Hello there.


In QuickBooks Online (QBO), you can connect as many business or personal accounts as you want. Below are the steps on how: 
 

  1. In your QBO account, go to the Banking tab (Take me there).
  2. Click on the Link account.


     
  3. Search for your bank. You can connect with most banks, even small credit unions. Note: If you can’t find your bank but still want to add your transactions to QBO, you can also manually upload bank transactions.
  4. Sign into your bank by entering your banking username and password. Then select Continue.
  5. Read through the terms and conditions, select Agree, then follow the on-screen steps to connect. Your bank may require additional security checks. It may take a few minutes to connect.
  6. Select any accounts you want to connect, like, your savings, checking or credit card. Then choose the matching account type from your chart of accounts in QuickBooks.

 

For detailed steps, kindly visit: Connect bank and credit card accounts to QuickBooks Online.

 

You might also want to check out this article to learn how to review downloaded bank and credit card transactions and put them in the correct accounts: Categorise and match online bank transactions in QuickBooks Online.
 

If you meant something else, feel free to leave a reply. I'm always around to help you through your QuickBooks-related concerns. Keep safe.