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April 15, 2021
Question

Is it possible to connect your personal bank account through quickbooks until your business bank account gets setup and then connect my business account eventually?

  • April 15, 2021
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1 reply

April 15, 2021

Thanks for reaching out to us, premierpowerwash.

 

Yes, it's possible to connect your personal bank account through QuickBooks but you'll need to sort out personal transactions as you go.

QuickBooks automatically downloads and categorizes bank and credit card transactions for you. 

 

Here's how to add a bank account to QuickBooks Online:

  1. Go to the Banking menu or Transactions menu.
  2. Click the Banking tab.
  3. Choose Connect Account on the landing page if this is your first time connecting. Or select Add account or Link account if you've already created one.
  4. Search for your bank. You can connect most banks, even small credit unions.
  5. Select Continue. Enter the username and password you use for your bank's website in the window.
  6. For each account you connect, select the matching account type from the dropdowns. These are accounts on your chart of accounts in QuickBooks.
  7. Choose how far back you want to download transactions. 
  8. Click Connect.

See this reference on how to categorize and match online bank transactions in QuickBooks Online.

 

You can also check this article on how to manage your bank transactions: Categorize and match online bank transactions in QuickBooks Online.

 

 

 

I'll be looking forward to hearing again and assisting you. Have a great day!