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OKRobert
November 5, 2023
Question

How do you link an additional bank account?

  • November 5, 2023
  • 1 reply
  • 0 views
Original commenter did not share additional details

1 reply

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IrizA
November 5, 2023

Welcome to Community, OKRobert. Allow me to guide you on how to link your bank account. 

 

In QuickBooks Online (QBO), connecting your bank account saves you time by downloading and categorizing your transactions automatically. You can follow these steps to connect your bank account:

 

  1. Under the Bookkeeping menu, go to Transactions. Then select Link Account
  2. Enter the URL or name of your bank in the Search field, then select the bank. If you're unable to see your bank, you can manually upload your transactions.
  3. Enter your Sign info in the Login and Password fields, then select Continue. 
  4. Select the account that you want to connect and date to pull transactions from the dropdown ▼. Then, select Connect. 
  5. Click Done.

 

After connecting your bank account to QBO, you can now review them in your Review tab and Confirm or approve them. It will then go to your Categorized tab. 

 

You may want to use these articles as a guide on what to do after you connect your bank:  

 

 

You're always free to reply with your concerns or anything that comes to your mind. I'm always here to assist you. Have a great day. 

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OKRobertAuthor
November 5, 2023

Sorry...I should have elaborated on the details.  I have six different companies each with their own QuickBooks accounts.  I'm new to the platform and just had them setup.  I access each one of them through a single login.  I've been successful in linking each QuickBooks account to their respective bank accounts.  Most of the bank accounts are held at one banking institution.  So when I went into one o0f the QuickBooks accounts to add another bank account to the QuickBooks account it took me to a window where it listed all the bank accounts at the one banking institution.  My thought process was that when I clicked the Link Accounts prompt that it would then ask which account to import, but it appeared as if it launched into a process where it was going to import ALL the accounts which was not what I want to do.  Is there another workflow to make sure it only imports/links one of the accounts???

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AnneMariee
November 5, 2023

Thank you for the additional information, @OKRobert.

 

You can select specific accounts when connecting your bank to QuickBooks Online (QBO). When you reach the page showing all subaccounts associated with your bank, you can choose only those you need to import.

 

If you have a parent account and multiple subaccounts, you'll need to understand how your bank sends downloaded transactions. If the transactions download to a single account, only connect the parent account. However, if the transactions download to individual subaccounts, connect only the subaccounts and not the parent account. This way, you'll avoid any issues in downloading your transactions.

 

Feel free to check this article out to learn more about setting up multiple subaccounts: About bank or credit card subaccount setup.

 

If you need further help with your bank feeds, you can check this link out: Banking.

 

Let me know if you have other concerns about connecting your bank account to QBO. I'm happy to help out.

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