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janicemortier
Level 1

I have 2 bank accounts and 1 is connected but I want to change to the other account. How do I do this?

 
1 Comment 1
JamesM4
QuickBooks Team

I have 2 bank accounts and 1 is connected but I want to change to the other account. How do I do this?

Hi janicemortier,

 

When it comes to flexibility, QuickBooks self-Employed is the go-to accounting app for small business owners looking to get a leading edge in their business. I'll be happy to provide more details so you can get back to being amazing at your work. 

 

To change an existing bank account, you simply have to go through the steps of adding a new bank account and I'll show you how: 

 

If you're using a web browser, follow these steps here:

  1. Click the profile/gear ⚙ icon and then select Bank accounts.
  2. In the search box, enter the name or URL of your bank.
  3. Hit Continue. If you've already connected an account before, select Connect another.
  4. Enter the sign-in info you use for your bank's website.
  5. When you’re ready, select Connect.

Here's how to do this on an iOS device such as an iPad or an iPhone:

  1. Click on the profile icon.
  2. Navigate to Settings and then Bank accounts.
  3. Select the Plus (+) icon.
  4. Search for your bank by name or URL.
  5. Enter the sign-in info you use for your bank's website.
  6. Select Sign-in.

Here are the steps for an Android device:

  1. Click on the menu ☰ icon.
  2. Click Settings and then Bank accounts.
  3. Hit the Plus (+) icon.
  4. Search for your bank by name or URL.
  5. Enter the sign-in info you use for your bank's website.
  6. When you're ready, select Sign-in.

You're all set, you now know how to connect your second bank account! It's also important to note that some banks require additional security steps in order to verify your bank account. This is managed by the bank and the steps may vary depending on which bank you're working with. 

 

In case you need to delete an unwanted bank account, check out this helpful article which shows you how: 

Delete bank and transaction data in QuickBooks Self-Employed. If you need to reconnect a deleted bank account, check out this helpful article here

 

Let me know if this info helps. Feel free to send me a message in the comments below if you need anything else. Otherwise, I wish you a great rest of the week! 

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