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charlielouie0
Level 1

I have a second account with the same bank. How do I add it to my current Quickbooks account?

 
6 Comments 6
LeithG
Level 7

I have a second account with the same bank. How do I add it to my current Quickbooks account?

hi charlielouie0

 

If you go to the banking tab, and click on the "Link Account" button in the upper right corner you'll be able to go through the process of adding your second account; simply login to your bank as you did for the first one adding your transit, institution, and account numbers.   That's it.

Ricky21
Level 1

I have a second account with the same bank. How do I add it to my current Quickbooks account?

And if you don't have the ability to link the account and want to add it manually?

 

charlielouie0
Level 1

I have a second account with the same bank. How do I add it to my current Quickbooks account?

I have been able to add the second account, but I was wondering if there is an ability to have separate Reports and Budgets, etc.  I have two chequing accounts listed and use the accounts for different things, so wondering if there was a possibility of having two separate budgets, reporting systems, etc.

PatriciaT
QuickBooks Team

I have a second account with the same bank. How do I add it to my current Quickbooks account?

Hi charlielouie0, I'm glad to hear you were able to connect a second account to the Bank Feeds feature. When going to the Accounting menu then Chart of Accounts, you're able to run separate reports for each account set up in your books. Simply click on the dropdown beside Account History under the Action column and select Run report. In QuickBooks Online Plus, you can also create budgets and run your budget reports by account. Here's a useful article to learn more on this: Create budgets in QuickBooks Online

 

For any user like Ricky21 interested in manually adding bank transactions in bulk in their books, I recommend going through this step-by-step guide article: Manually upload transactions into QuickBooks Online

 

I hope this helps! Let me know if there's anything else I can do to help.

Ricky21
Level 1

I have a second account with the same bank. How do I add it to my current Quickbooks account?

Hi Patricia

Thanks, but I know how to download a banking file and manually add my banking file to my bank transactions account. The problem is that if I do this for my cash management account it adds the transaction to my bank transactions account without recognising that it is a different bank account - created quite a mess. So I first need to have the banking tab recognise the second bank account (ie my cash management/savings account). I created an account in my Chart of accounts but when I go to banking it does not identify it as a bank account and so I cannot upload the file manually under banking.

 

Any help with getting the banking to recognise the second bank account would be great.

PatriciaT
QuickBooks Team

I have a second account with the same bank. How do I add it to my current Quickbooks account?

Thanks for providing more details to illustrate what's happening in your account, Ricky21. I want to make sure you can manually add your account without linking it to an existing account connected to your Bank Feeds. Are you able to go to the Banking menu and click on the dropdown beside Link account to select Upload from file? This should redirect you to choose a file from your bank to upload and select the QuickBooks account you want to upload the transactions into. Feel free to review the section For accounts not connected to online banking in the article Manually upload transactions into QuickBooks Online for more details on this.

 

I'm here if you have any other questions.

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