Hi there,
Connecting your business bank account to QuickBooks Online would help you keep everything organized and updated. This is going to be so handy when it comes time for reconciliation. If you're noticing that your personal chequing account is also connected, there's a few ways to go about resolving this. I'll explain below.
If you use the same chequing account for both business and personal transactions, you can classify which transactions are business-related, and which can be considered personal.
You can exclude personal or duplicate transactions to keep your accounts accurate.
- Go to the For Review tab.
- Check the box next to each transaction you want to exclude.
- Select the Batch action drop-down menu, and then select Exclude selected.
Excluded transactions move to the Excluded tab. They won’t be added to QuickBooks or downloaded again.
If your business chequing account is completely separate from you personal account and your personal account has somehow connected to the system, you can disconnect it by clicking the small pencil icon next to the bank account, then click Edit account info > Disconnect account on save.
If the issue persists, please reach out to our tech support team for further assistance.
Cheers.
