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November 21, 2021
Question

How do I add a bank account to my Quickbooks Online?

  • November 21, 2021
  • 1 reply
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My company already has an operating account set up in Quickbooks. I'd like to add a special escrow bank account to Quickbooks. How do I do that?

1 reply

November 21, 2021

Welcome to the QuickBooks Community, eric118. I'll share detailed steps to ensure that you're able to add your bank account to Quickbooks Online.

 

You can connect both business and personal accounts as you need. However, you'll have to sort out personal transactions from business transactions as you go. To start with, I suggest going to the Banking menu and you'll see an option to click Add account button from there.

 

Here's how:

 

  1. Click the Banking menu on the left panel.
  2. Choose the Banking tab.
  3. If this is the first account you’re setting up, select Connect Account. If you’ve already set up an account, select Add account or Link account if you've already created one.
  4. From the search field, search for your bank, credit card, or credit union.
  5. Select Continue. Then sign in to your bank by entering your banking username and password. 
  6. Follow the onscreen steps, including any additional security checks your bank might require. It may take a few minutes to connect.
  7. Fill in the other necessary field.
  8. Click Connect.

 

For further details, you can open this article: Connect bank and credit card accounts to QuickBooks Online.

 

After you’ve connected your bank or credit card accounts to QuickBooks, you can now categorize your transactions by matching and adding them to avoid duplicate entries and reconcile your accounts so your account stays accurate.

 

Don't hesitate to post again if you have additional queries about connecting your bank to QuickBooks Online. I'm always here to help.