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Level 2

How do I reconnect our bank accts with qbo?

 
4 Comments
QuickBooks Team

How do I reconnect our bank accts with qbo?

Hi there, @jodivin.

 

I'd be happy to assist you on how to reconnect your bank accounts with QuickBooks Online.

 

Assuming that you have created an account for your bank, the next thing you'll do is to look for the bank you want to reconnect in the Banking menu. I'll show you how to do that.

 

  1. Go to the Transactions menu, click Banking.
  2. Select the Link account button and choose Connect to a different bank or Connect a bank.
  3. Enter the name of the website of the financial institution you'd like to reconnect.
  4. Look for the exact bank by using the scroll button.
  5. Input your bank credentials.
  6. Select Connect.

I've also added some screenshots for additional reference.

 

reconnect.jpg

 

You can check out this reference for your future tasks such as matching and categorizing your transactions in QuickBooks: Self-Help Articles about Banking in QuickBooks Online.

 

I'll be here if you need further assistance about reconnecting your bank accounts or other questions with QuickBooks. Let me know in the comment section. Take care and happy Thanksgiving!

Level 1

How do I reconnect our bank accts with qbo?

I have a company set up with a schedule C and a schedule E. I have another rental I would like to have in it  in anther schedule E but there is no place to add another one. Do I have to make another company just for it?

Thanks

QuickBooks Team

How do I reconnect our bank accts with qbo?

You don't have to get another company, Butchde3. Let me explain how it works.

 

In QuickBooks Online, you'll have to organize your accounts to match the Schedule C and E. The Profit and Loss report will make it easy to transfer numbers.

 

With regards to another Schedule E, you can set up each property as a customer. Each building can be set up as a sub-customer. You can also utilize the Class tracking feature. This way, when you pull up the Profit and Loss by Class report, it'll help you prepare the Schedule E columns. 

 

You can also customize the report so you can focus on the details that matter to you.

 

If you have more questions, please feel free to reach out to us. We're just one post away. Keep safe!

Level 1

How do I reconnect our bank accts with qbo?

Thank You

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