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June 4, 2020
Question

Why can’t I add another bank account?

  • June 4, 2020
  • 1 reply
  • 0 views
I can’t link to my bank and I’d like to add another account.

1 reply

Rose-A
June 4, 2020

Hey there, Rags07.

 

I can share some information regarding adding another bank account in QuickBooks Online.

 

Before adding another account, you might want to check with your bank first and see how they send the downloaded transactions.

 

You'll only need to connect the account where your transactions are downloaded. If all transactions go the parent account, just connect the parent account. If they are downloaded to the individual sub-accounts, then you can connect sub-accounts.

 

You can go through this article for more details: About bank or credit card sub-account setup.

 

The resources below will give you detailed steps in adding parent and sub-accounts as well as categorising them in QuickBooks:

 

Create subaccounts in your chart of accounts in QuickBooks Online

Categorise and match online bank transactions in QuickBooks Online

 

Feel free to get back to me if you need additional assistance with adding an account in QuickBooks. I'll be more than willing to lend you a hand.