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duller687-hotmai
Level 1

How can I connect my bank account to my account

My QuickBooks account says I have already connected my account how can I change this
1 REPLY 1
RoseJillB
QuickBooks Team

How can I connect my bank account to my account

Delighted to have you here in the Community, @duller687-hotmai. I’ll help you with connecting bank account in QuickBooks Online (QBO).

 

It’s more convenient for us to connect our account to online banking so that transactions will be automatically downloaded to our account. Also, are you trying to connect another bank account to your QBO? I can guide you through the steps. Here’s how:

 

  1. From the left navigation pane, select the Transactions menu and select Banking tab.
  2. Select the Connect account or Link account button to connect a bank account.
  3. Look for your bank and select Continue. Then select, Agree.
  4. Authorise QuickBooks to connect to your bank account by following the steps on your bank's internet banking page. You'll be sent back to QuickBooks once you've authorized the connection.
  5. Choose which bank accounts you want to connect and which QuickBooks accounts they will connect to.
  6. Choose the date range for which QuickBooks should pull transactions.
  7. Then, select Connect.

 

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You can also check out to this article for information about connecting your bank feeds to QuickBooks Online.

 

Moreover, if you want connect a multiple account to your account. You can set up the parent account and sub accounts. The most common way for setting up a bank account or credit card account with numerous cards is to create a parent account and then set up each individual card as a subaccount beneath it.

Since all transactions in the subaccounts roll up into the parent account, you just need to reconcile the parent account when it's time to reconcile. You can utilize this article to learn more about bank or credit card subaccount setup.
 
In addition, you can refer to the following articles about categorising transactions and reconciling your account in QuickBooks Online.
 

 

Let me know in the comments if you need further assistance with banking. The Community always has your back. Have a great day! 

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