Skip to main content
April 21, 2024
Question

Can i connect the same bank account to 2 different quickbook accounts?

  • April 21, 2024
  • 1 reply
  • 0 views
Original commenter did not share additional details

1 reply

April 21, 2024

Hello there, pjguerrieri.

 

Yes, connecting one bank account to multiple QuickBooks Online accounts is possible. I'm here to guide you in the process of doing so.

 

Connecting your online bank to QuickBooks allows transactions to download automatically. This makes your business workflow more efficient. Here's how you can do it:

 

  1. On the left navigation panel, click Transactions.
  2. On the Bank transactions tab, click Link account.
  3. Enter the URL or name of your bank in the Search field. Then, select the bank.
  4. Enter your credentials. Then, click Continue.
  5. Choose the account that you want to connect and date to pull transactions from the dropdown. Then, click Next.
  6. Pick your account type on the Account type dropdown. Then, select Next.
  7. Map the bank account to a QuickBooks account. Then, click Next.
  8. Click Connect, then Done.

 

It's important to keep in mind that different banks may allow you to download transactions for different periods of time. Some banks may only provide the last 90 days of transactions, while others may offer up to 24 months of transaction history. Additionally, you can follow the same steps to connect your online bank to another QuickBooks Online company.

 

Here's an article for more info on connecting your bank to QuickBooks: Connect bank and credit card accounts to QuickBooks Online.

 

After connecting your bank, make sure to review and categorize them into the correct categories. This will help ensure the accurate organization of your chart of accounts.

 

If you have any further questions about connecting your bank, please feel free to use the Reply button. I'll always be ready to assist you. Have a good day.