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Level 1

I would like to know if its possible to add more then one bank account as we use 2 cards for the business, credit card - expenses debit card for wages

 
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QuickBooks Team

I would like to know if its possible to add more then one bank account as we use 2 cards for the business, credit card - expenses debit card for wages

Yes, it's possible to add more than one bank accounts in QuickBooks Online (QBO), @gk-repairs1.

 

You can add and connect as many accounts as you need in QBO. Whether it's for your business or personal purchases. Just make sure to sort your personal from your business expenses to keep your financial records accurate.

 

When you connect your bank and credit card accounts to the online banking feature in QBO, the system will automatically download your transactions. To do so, here's how:

  1. Go to the Banking menu.
  2. Select Link account.
  3. Enter the name of your financial institution or use your bank's URL on the Connect an account page.
  4. Select your account from the list.
  5. Follow the on-screen instructions to complete the process.

 

After that, your transactions will automatically be downloaded. All you have to do is to review, add, and/or match them to the existing entries in QuickBooks. For the detailed steps, you can check out this article: Categorise and match online bank transactions. It also contains information about excluding personal or duplicate transactions.

 

However, in case you just want to add accounts to your Chart of Accounts to manually monitor and import your transactions, you can check out this article: Add an account to your chart of accounts in QuickBooks Online.

 

Additionally, I'd also recommend reconciling all your accounts every month. This is to effectively monitor your income, expenses, and the growth of your business. You can refer to this article for the step-by-step guide: Reconcile an account in QuickBooks Online. It includes details about editing completed reconciliations.

 

Please know that you're welcome to comment below if you have other concerns or follow-up inquiries about managing your bank accounts and transactions in QBO. I'm just around to help. Take care always.