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September 18, 2020
Question

How can I add another bank account from an existing bank connection?

  • September 18, 2020
  • 1 reply
  • 1 view
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1 reply

Level 9
September 18, 2020

Welcome to Community, @mment7777.

 

I can guide you with the steps on how to add an account. Since QuickBooks is designed to connect one bank account per QBO account, you can create a sub-account to add your other account. Let me walk you through how.

 

  1. In your home page, go to the Accounting tab.
  2. Select Chart of Accounts.
  3. Hover towards the upper right part of your screen, then click New.
  4. An Account page will open, enter the account information.
  5. Then, mark the Is sub-account box. Choose the parent account from the drop-down.
  6. Hit Save and Close.

After adding, go back to your chart of accounts to see it. Need for details about the sub-accounts? Check out this guide: About bank or credit card subaccount setup.

 

If you need help in using the account number in your chart of accounts, please check this link for the step-by-step instructions.

 

Keep me posted if you still have questions or concerns. I'm always here to help. Take care and have a nice day ahead.