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eydiezc-gmail-co
Level 1

Can I add a second checking account

I am transitioning to a different bank.  Can I connect the second checking account and see both simultaneously?  
1 Comment 1
Archie_B
QuickBooks Team

Can I add a second checking account

Thank you for reaching out to the Community, eydiezc.

 

Absolutely! QuickBooks Online allows you to add and connect multiple checking accounts while managing them all at the same time.

 

To add your second checking account, you can follow the steps below:

 

  1. Go to the Gear ⚙ icon, then Chart of accounts.
  2. Click on New.
  3. Enter an Account name.
  4. Choose Bank as the Account type and select Checking for the Detail Type.
  5. If this account is a subaccount, be sure to check Make this a subaccount, then choose the Parent account it should be under.
  6. Enter the Opening Balance, and fill out the starting date in the As of field.
  7. (Optional) Add a Description to add extra information about this account.
  8. Hit Save.

 

After adding it to your chart of accounts, you can proceed and connect it to QuickBooks Online. Here's an article that outlines the entire process of connecting the bank account from your chart of accounts: Connect bank and credit card accounts to QuickBooks Online. It also includes instructions for connecting it to QuickBooks if your second checking account is from the same financial institution as the one you previously linked.

 

I'm also adding this link as a future reference once you're ready to review, add, and match downloaded transactions: Categorize online bank transactions in QuickBooks Online.

 

Please don't hesitate to share your follow-up questions and other banking concerns in the comments section below. I'll check on them and get back to you as soon as possible.

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