Welcome to the Community, Jim. You can set this up by connecting your bank account once, using either your Treasurer’s or Bookkeeper’s credentials. QuickBooks only supports one set of bank credentials per account at a time, so you don’t need to connect the same bank account twice with different credentials.
Additionally, bank connections are tied to your company file, not to individual users. Bank credentials are only needed for the initial setup or when reconnecting. Once the connection is set, QuickBooks will regularly pull transactions, and any user with the right permissions can manage them without needing bank login access.
To ensure both your Treasurer and Bookkeeper have the correct permissions, set them up as users with roles such as Admin or Standard that have access to banking features. Once their permissions are configured, both users will be able to update transactions without any issues.
For more information on user roles and permissions, you can refer to this helpful article: User roles and access rights.
Should you have any additional concerns regarding user access to bank transactions, don’t hesitate to ask. We’re always here to help.
