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frankvator-gmail
Level 1

I’m trying to connect an additional bank account from the same Banking institution. One account is linked but the other is not?

How can I add another account from the same bank?
1 Comment 1
KimberlyS
QuickBooks Team

I’m trying to connect an additional bank account from the same Banking institution. One account is linked but the other is not?

We're glad to have you here in the forum, Frank. I'm here to ensure you can connect your bank account from the same financial institution in QuickBooks Online. Let me provide steps to guide you through the process.

 

The process of connecting your other account that's from one banking institution as your existing one is the same. Here's how:

 

  1. Head to Transactions, then Bank transactions.
  2. Click on Link Account and key in the URL or name of your bank in the Search field.
  3. Select the bank, provide your credentials in the Login and Password fields, then click Continue.
  4. Pick the account you'll connect, the date to pull up the transactions from the dropdown, and click Next.
  5. Determine the appropriate account type on the Account type dropdown, then Next.
  6. In the Account type dropdown, pick the appropriate account type that matches your chart of accounts, then Next. You can also click +Add new if you cannot locate the correct account type.
  7. In the Existing accounts dropdown, map the bank account and pick Next.
  8. Select Connect, then Done.

 

You can proceed to this material for the detailed steps: Connect bank and credit card accounts to QuickBooks Online.

 

However, please note that linking your online bank varies on how your bank sends the downloaded transactions. A Parent account is linked if transactions download to one account, while subaccounts are linked if entries download to individual accounts. For more information, please review this article: About bank or credit card subaccount setup.

 

On the other hand, to guarantee accurate transaction tracking and tax calculation, I've included these materials that you can utilize as your guide for the reviewing process:

 

 

Stay in touch for inquiries about setting up bank connections in QuickBooks Online. We're always willing to offer further assistance here in the Community.

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