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Everything you need to know about banking in QuickBooks Online - Discover more
karolinasuligows
Level 1

Integration with Revolut joined personal account

I would like to connect Revolut's personal joined account with QB, is this possible? 

3 REPLIES 3
Rasa-LilaM
QuickBooks Team

Integration with Revolut joined personal account

Yes, you can connect your Revolut personal join account to QuickBooks Online (QBO), Karolina. Let's head to the Transactions sceenr to complete this task.

 

Before we begin, add your Revolut account and pick Cash at bank and in hand for the Account Type. While Savings for the Detail Type.  

 

Next, follow these steps to link the account:

 

  1. Log in to your QBO company.
  2. Navigate to the Transactions menu on the left panel and choose Bank transactions.
  3. Select Connect account. If you’ve already connected an account, click the Link account button to open the Connect an account screen.
  4. From there, pick your bank and select Let’s go
  5. Read through the terms and conditions and click Agree
  6. Select Sign in and enter your online banking credentials.
  7. Follow the steps to link to your bank.
  8. Choose the account type that matches your chart of accounts.
  9. Pick the date to start pulling transactions into QuickBooks. Note: Some banks let you download the last 90 days of transactions. Others can go back as far as 24 months.
  10. Click the Connect button and Done.

Once connected, your transactions will automatically sync with QBO, making it easier to manage your finances. Browse this article for in-depth insights about the process: Connect bank and credit card accounts to QuickBooks.

 

In addition, review, categorise, and match the downloaded transactions to ensure everything is correct and keep your charts of accounts organised and accurate. 

 

Stay in touch if you need further guidance navigating QBO or completing a specific accounting task. The Community is always ready to assist you further.

 

karolinasuligows
Level 1

Integration with Revolut joined personal account

Thank you very much for your help. 
However my clients are partners and they have a join account in revolut, I have manage to connect QB with my client bank revolut but is showing all transactions from his account not from joined accounts and for some reason I cannot add joined account to QB. 
Hope that makes more sense. 

Rasa-LilaM
QuickBooks Team

Integration with Revolut joined personal account

Let me point you in the right direction on how to handle your banking concern, Karolina.

 

First off, can you let us know if you encountered any issues or errors when adding your client's joint account? Any additional information will help us provide the best resolution for your banking issue.

 

While I wait for your reply, make sure to enter the correct login credentials and account number when connecting the account. This will help ensure transactions downloaded into QuickBooks Online (QBO) are the right ones.

 

If all the information is accurate, I suggest you contact  our QBO Care Team for further assistance. They'll review your account setup and assist in configuring the banking connection to ensure the joint account is successfully linked to QBO.

 

Explore the links below for instructions on bringing your online banking entries into QBO and for steps to reconcile your account:

If you have other banking-related concerns or questions about QuickBooks, drop a comment below. We'll get back to ensure you're well taken care of.

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