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raphieknowspods
January 12, 2022
Question

Can I have 2 bank accounts in one profile?

  • January 12, 2022
  • 1 reply
  • 0 views
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1 reply

MonicaM3
January 13, 2022

Hi @ raphaeleot-gmail.

 

Online Banking is one of QuickBooks Self-Employed’s most helpful and time-saving features. Connecting 2 accounts is easy.

 

If you connect your accounts to QuickBooks Self-Employed, your recent transactions download automatically. This lets you skip manual data entry.

 

QuickBooks also categorizes them for you. All you have to do is approve the work.

 

To connect bank accounts to your QuickBooks Self-Employed on a web browser:

 

  1. Select the profile ⚙ icon and then select Bank accounts.
  2. In the search box, enter the name or URL of your bank. Then select Continue. If you've already connected an account before, select Connect another.
  3. Enter the sign-in info you use for your bank's website.
  4. When you’re ready, select Connect securely

 

For instructions on how to connect using a mobile device, check out this article: Connect bank and credit card accounts to QuickBooks Self-Employed.

 

I'm here if you have any additional questions about connecting bank accounts or anything else. Feel free to drop in any time!

raphieknowspods
January 14, 2022

Thank you!

Appreciate your help.