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tabearl2014
Level 1

Bank account

Can you add multiple bank accounts?

3 Comments 3
Kristine Mae
Moderator

Bank account

You can add multiple bank accounts in QuickBooks Self-Employed, Tabearl2014.

 

Please follow these easy steps on how to add a bank:

  1. Click the Gear icon, then choose Bank Accounts.
  2. Enter the bank name or URL in the search box.
  3. Enter the credentials you use at your bank's website, then click Connect securely

You can check this article for more information: How do you add a bank account that is not connected?.

 

If you need further help, just leave a comment below. 

tabearl2014
Level 1

Bank account

Thank you but now it keeps saying to choose an account and I have been doing this and it will not accept it. I have tried everything at my end. So frustrated please help. Thank you 

MaryGraceS
Moderator

Bank account

Hi there, @tabearl2014.

 

Thank you for posting in the Community. Allow me to help share some insight about adding bank multiple bank accounts in QuickBooks Self-Employed (QBSE).

 

If you've verified that the banking login URL is correct and it doesn't require a one-time security measure, it's possible that your bank is not a participating Intuit financial institution.

 

You can send the request to add your bank. Let me show you how:

 

  1. When you enter your bank and click Find, you'll get the message: Hmm, we can’t find [name of the bank you entered] in our list of supported bank.
  2. Click on the button Request support for your bank.
  3. Enter your bank's website in the field provided.
  4. Select Request

In the meantime, you can manually get your bank information through a WebConnect. In this process, you need to download your bank transactions first then upload the file into QuickBooks. The following article contains more information about this: Import transactions from earlier date ranges.

 

That should take care of it. This will ensure that you'll be able to connect your account and download transactions to QBSE. Should you need more help, feel free to leave a comment below. I'm here anytime you have additional questions.

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