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June 18, 2021
Question

Hi, I have 3 my saving accounts and 3 company accounts , how add ?

  • June 18, 2021
  • 1 reply
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Hi, I have 3 my saving accounts and 3 company accounts , how add ? I have to keep records for my self under one name only . can you pls. guide ?

1 reply

JessT
June 18, 2021

Hello bajajtrends-yaho,

 

Welcome and thank you for taking the time to post day! I'll share information about connecting your accounts.

 

Since you have a total of 6 accounts, you will also need 6 corresponding accounts in your Chart of Accounts. Once you have them, you can set up your connections. Here's an article with a video clip for your reference: Connect bank and credit card accounts to QuickBooks Online.

 

See also about uploading older transactions and categorising them.

 

You can always go back to this thread if you have more questions about connecting your accounts.