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November 26, 2023
Question

I have linked my 2 capital one accounts to QB Online but how do I link my husbands 2 capital one accounts?

  • November 26, 2023
  • 1 reply
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1 reply

November 26, 2023

Hello, @Shari11_2.

 

To link your husband's two Capital One accounts to QuickBooks Online, you can follow the same steps you used to link your accounts. Here are the general steps to connect a bank or credit card account to QuickBooks Online:

 

  1. Go to Transactions, then select Bank transactions.
  2. Select Link Account.
  3. Enter the URL or name of your bank in the Search field, then select the bank.
  4. Enter your Sign info in the Login and Password fields, then select Continue
  5. Select the account that you want to connect and date to pull transactions from the dropdown. Then, select Next.
  6. Select your account type on the Account type dropdown, then select Next.
  7. If you don't see the correct account type, select +Add new.

 

I'm adding these articles as your reference in connecting and steps to set up your bank and credit card account in QBO:

 

 

Furthermore, If you need help reviewing your downloaded bank and credit card transactions, read this article: Categorize online bank transactions in QuickBooks Online.

 

Feel free to reply us if you have any further questions about linking your two Capital One accounts to QuickBooks Online.

November 28, 2023

thank you! that is what I did to link my 2 cap 1 accts but it is not letting me add my husbands accts.