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Jun 19, 2021 10:35 PM UTC
Question

How do you add a second bank account from a different bank to the same company

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1 reply

Jun 21, 2021 5:09 PM UTC

Hi nigel-marsh-ncms,

 

I see this is your first post in the QuickBooks Community. Welcome! You'll find it's a fantastic way to connect with other users and get answers to your questions. Downloading transactions directly from your bank using the QuickBooks Online bank feeds can save you time that you can use to do something you love. Adding another account is easily done, and I can guide you through it.

 

To connect a bank/credit card account, follow these basic steps:

  1. Go to the Banking/Transactions from the left navigation menu.
  2. Select the Banking tab.
  3. Click on Link account.
  4. Search for your bank. 
  5. Select Continue. Enter the username and password you use for your online bank's login.
  6. Follow the on-screen instructions to connect to your bank, and these can differ by the bank's sign-in requirements. 
  7. Select the bank/credit card accounts you want to connect from your available accounts listed.
  8. Choose the account you want to connect from the dropdown.
  9. Fill in the first date you want to download the transactions. Then, depending on your bank, you may be able to download the last 90 days of transactions or as far back as 24 months.
  10. Select Connect.

I'm confident that you'll have this completed in no time, but if you need a helping hand, I'll be here.

 

Have an amazing day!