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April 1, 2020
Question

Can I download both of my accounts?

  • April 1, 2020
  • 1 reply
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I have a business bank account liked to my personal bank account and I need both in QuickBooks?

1 reply

April 1, 2020

Yes, we can connect both personal and business account into QuickBooks, Alcoveandre. 

 

We'll have to have separate register for both accounts so they won't mix up in our bank feeds. First, we'll have to create these accounts in our Chart of Accounts since we'll be selecting them during the connection process.

 

I'll show you how:

  1. Go to the Accounting menu and select Chart of Accounts
  2. Click New at the upper-right. 
  3. Enter the bank account information with the correct type. 
  4. Click Save and Close

Follow the same steps for the other account. After creating them, we can now connect it either from the Chart of Accounts page by clicking the drop-down arrow beside View register > Connect bank, or going to the Banking page. I suggest using the bank's URL so we'll know it's the correct one. For more details on how to connect both bank accounts, you can check the Connect bank and credit card accounts to QuickBooks Online article. The reference also shows how to categorise transactions once they're available in our bank feeds. 

 

I'm always here if you need more help. Keep safe!