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realtorwahine
Level 1

How do I add my checking account

i want to add another bank account how do i do that

1 Comment 1
GenmarieM
QuickBooks Team

How do I add my checking account

Hello there, realtorwahine. I'd be glad to help you connect your checking account to your QuickBooks Solopreneur account.

 

Here’s how to do it:

 

  1. Go to Transactions, then select Bank transactions.
  2. Hit the dropdown arrow beside the New transaction and choose Link account.
  3. Enter the URL or name of your bank in the Search field, then select the bank.
  4. Fill out your bank credentials in the Login and Password fields, then click Continue.
  5. Select the account that you want to connect and date to pull transactions from the dropdown. Then, select Next.

 

For comprehensive guide about adding bank accounts, you can visit this article: Connect bank and credit card accounts to QuickBooks Solopreneur.

 

Once you've connected your bank account, you can check out this article on how to categorize bank transactions in the program: Categorize bank transactions in QuickBooks Solopreneur.

 

Let us know if you have other concerns about connecting your bank account to QuickBooks Solopreneur. We're always here to lend a hand.

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