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