Hello, Vivian. The message 'Select a QuickBooks account without an existing bank connection' occurs because each bank feed must be mapped to a unique account in your Chart of Accounts, as you cannot link two separate bank feeds to the same 'Cash at bank and in hand' category.
Before you start, please check how your bank downloads transactions to determine the best setup for you:
• If you need two separate Parents Accounts. This is necessary if your bank accounts are completely independent or if the bank sends all transactions in one single data stream. You will need to create a second parent account just like the first one. Ensure you use a unique Account name (e.g., "Bank X - Second account") to avoid naming errors.
• If you need to create only Sub-accounts under your Parent account. This is ideal if you have multiple cards or accounts (like corporate credit cards) under one main banking relationship. In this case, you only need to create a sub-account under your existing main bank account.
Please refer to this article to help you decide which setup is best and for complete instructions on how to create them: Set up a bank or credit card subaccount.
After setting up the account, go back to the Bank transactions menu and click Link account. Locate your bank account sign in using your main or second bank credential (depends on your bank setup) and map the bank feed to your new account (either the new Parent or Sub-account) from the dropdown list.
Once connected, your transactions will automatically appear in the For review tab. You can then categorize them to keep your books accurate and up to date without manual entry.
Please don't hesitate to leave us a response if you have other questions or concerns.
