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January 28, 2020
Question

I’ve added and linked 1 bank account but unsure how I add a second?

  • January 28, 2020
  • 1 reply
  • 0 views
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1 reply

Michael K
Level 4
January 28, 2020

Hey there, @wendysecore. Thanks for reaching out to the Community.

 

I'm here to help you connect additional bank accounts to QuickBooks Online. It's super easy and only takes a few moments. Check it out:

 

  1. Go to Banking.
  2. Click the Add account button.
  3. Search for your bank. You can connect most banks, even small credit unions.
  4. Hit Continue, then enter the username and password you use for your bank's website in the pop-up window. It may take a few minutes for QuickBooks Online to connect your bank account. You'll see onscreen instructions if your bank requires additional security steps.
  5. Select the type of account you're adding (savings, checking, or credit card). If you have multiple accounts with the same bank or credit card, choose the type for each one you're connecting.
  6. Choose the date range for the download. Some banks download the last 90 days of transactions, others go back as far as 24 months.
  7. Click Connect.

 

That's it! Please let me know if there's anything else I can do to be of assistance. Have a great day!