Linking multiple bank accounts - QB Self Employed

Therapy Business · ‎April 24, 2022

Hi, I have QB Self Employed which is currently linked to a personal bank account (Natwest). I have been using my personal account for all business income and expenses, which is standard for small business/ sole traders. Now I want to add a Starling Business account as well. I will have business related transactions from both of the bank accounts. Will the transactions from both completely separate bank accounts appear on my Quickbooks so that I can somehow streamline them all to reflect my business income & expenses?

Thank you :)

katherinejoyceO · ‎April 24, 2022

Thanks for asking the Community today, @therapy Business.

In QuickBooks, it's a good practice to avoid mixing business and personal expenses. When this happens, you can exclude these items.

Here's how:

From the Transaction page, open the transaction.
Check Exclude on.
Select Save.

Should you need to connect your business checking account, you can follow the steps to add your bank in QBSE: Connect bank and credit card accounts to QuickBooks Self-Employed.

For future reference, check out this article to learn more about splitting transactions in QuickBooks Self-Employed.

Get back to his post if you have more concerns about adding your business account. I'm always around to guide you.

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Linking multiple bank accounts - QB Self Employed

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