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Level 1

How to link multiple bank accounts in QuickBooks Online?

Intuit QuickBooks help me to link bank accounts in QuickBooks Online.

3 Comments
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QuickBooks Team

How to link multiple bank accounts in QuickBooks Online?

Hi there qbnumberus,

 

Welcome to the Community. I'd be happy to point you in the right direction to get multiple bank accounts linked to QuickBooks Online.

 

If the first bank account is already connected to QuickBooks, you'll need to click Banking from the left menu, and in the top right corner of the Banking screen click the green "Add Account" Button. From there, you'll search for your financial institution, Once you've located and selected your bank, you'll be prompted to enter in your banks login information. If there are multiple accounts associated with that login, select the ones you'd like to connect to QuikcBooks.

 

If you don't have any connected, the following article will provide you step-by-step instructions on how to do so: https://community.intuit.com/articles/1288999 .

 

When the accounts are connected, QuickBooks will automatically pull in the most recent 90 days worth of transactions. If you need transactions outside of the 90 day window, you'll need to do a manual import. I'm providing you with two more articles, the first will walk you through the import process.  The second will show you a picture of how the file needs to be set be set up, once it's downloaded from your bank.

 

If you have any questions during the process, I'll be here to assist. Thanks and have a great day. 

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Level 1

How to link multiple bank accounts in QuickBooks Online?

I have 2 QBOL files..  One QBOL has one checking account and the other has two checking accounts.  All have online billpay, but I do not use them to download activity from the banks.  Right now I just want to move all 3 bank checking accounts into one QBOL file.  Downloading activity from the banks is the next step.  But one thing at a time.  Thank you.

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Content Leader

How to link multiple bank accounts in QuickBooks Online?

Thanks for reaching out, @nanada47.

I want to provide all the steps necessary to combine your three bank accounts into a single QuickBooks Online file. You'll need to disconnect the banks from one company, and then reconnect in the other. To disconnect them, follow these steps:

1. From the QBO file with the banks needing removed, navigate to the Banking tab. Select the account > click the pencil icon > Edit account info.
2. From this window, check the Disconnect this account on save box. Select Save and close.
3. This removes the bank connection from the QBO company. Please note, the transactions will remain in this company's register for future reference. You'll need to re-download them in the other file or create an opening balance entry and start importing from that date.

With the account removed, you can log in to the other company and begin reconnecting. Once you're ready, follow the steps in the banking feed guide to get started. You can find more information in the Online Banking video tutorial, which includes detailed instructions on how to download bank activity when the time comes. I'm also available to help from here in the Community to ensure your bank account transition is a success. Please let me know if you have any questions, and have a great day.

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