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viktoria-dragano
Level 1

I want to connect my second bank account

i want ot connect my second bank account
1 REPLY 1
RhoiceW
QuickBooks Team

I want to connect my second bank account

I can definitely help you in connecting your second bank account in QuickBooks Online (QBO), Viktoria.

 

Adding another bank account in QBO is similar to connecting your first account. We can start by going to your bank feed and clicking the Link account button. Here’s how to do it:

 

  1. Go to Transactions, then click Bank transactions.
  2. Click the Link account button. 
  3. Enter the bank name in the search field or enter your bank's correct URL.
  4. Select your bank, then click Let's go.
  5. Read through the terms and conditions, then click Agree.
  6. Select Sign in and enter your online bank credentials.image.png

 

Additionally, you can enhance your banking process by setting up bank rules in QuickBooks. This helps you automatically categorise your transactions for easier accounting.

 

We’re committed to ensuring your accounting experience is smooth and efficient. If you have any more questions or concerns, feel free to reach out. The Community is here to help you!

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