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derrickcheng
April 30, 2025
Question

Can anyone successfully add a second user to their QBO online to update bank feeds?

  • April 30, 2025
  • 1 reply
  • 0 views
Hi, would like to ask if anyone has successfully managed to do this? I've been trying to do this but it would seem that QBO only allows one user's account login details to be linked when setting up the bank feeds. We've been unable to find a way to set up a second user to update bank feeds despite that user also having admin status on QBO and a bank security device / access to our online banking. When they try to update the bank feeds they are prompted for a security code but not a login/password which suggests that the bank feeds are bound to the online banking login of the admin who originally set up the bank feeds. Is there a way to set up a 2nd user to update the bank feeds please? Many Thanks

    1 reply

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    GenmarieM
    April 30, 2025

    Thank you for the detailed information you provided, derrickcheng. Let me share some details about adding a second user to update your bank feeds in QuickBooks Online (QBO).

     

    While QuickBooks Online (QBO) allows multiple users to update bank feeds, how well this works depends mainly on the bank's multi-factor authentication (MFA) setup. When the bank feed was originally set up to the original admin, it is linked to the bank login credentials of the first user, and updating the feed requires authentication via the bank’s security device or app.

     

    If the second user tries to update the feed, they will be prompted for a security code generated by the bank’s device or app. It's essential to verify whether your bank supports multiple security devices or authentication methods to ensure your second user can successfully update your bank feeds.  

     

    For detailed information about adding users to QBO, you can visit this article: Add and manage users in QuickBooks Online.

     

    Additionally, after updating your bank feeds, you can match and categorize your bank transactions, and then reconcile your account to ensure it always matches your monthly statements.

     

    Keep us posted if you have other concerns about adding users to update your bank feeds or any QuickBooks-related tasks. We're always here to lend a helping hand.

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