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contact-kainanis
Level 1

How can I add a bank account using the routing number and account number?

My personal account and business account share the same login info. When I use the credentials to sign in to add a new bank only my personal accounts show. Is there a way for me to enter my routing and account number to add a new bank?
2 Comments 2
JenoP
Moderator

How can I add a bank account using the routing number and account number?

I'd be glad to help with your question about Online banking in QBO, contact-kainanis.

 

For now, we're unable to add a bank using an account and routing number. It's possible that the business account is not yet supported for Online banking, which is why you can only see the per

 

There are also banks that provide a separate link for business and personal accounts. You'll want to reach out to your financial institution to check if they can provide a different link or log in so you can connect your business account. 

 

Just in case the business account is not yet supported for Online Banking, you can send a request to have it added in QBO. Here's how:

 

  1. Go back to the Banking menu, then click Add account.
  2. Search for the name of your bank again. Then, you will see the message that says "Hmm, we can’t find [name of the bank you entered] in our list of supported banks," and you will be presented with helpful tips to try and locate your bank account.
  3. Click Request support for your bank.
  4. Enter your bank's web address (URL) in the field provided, then select Request.

 

In the meantime, you can import your banking transactions using a CSV file. Here's an article for more details: Manually Upload Transactions into QuickBooks Online.

 

Then, follow the steps in this article on how to handle the transactions: Categorize and Match Online Bank Transactions in QuickBooks Online.

 

The Community is always here if you need anything else. We're always here to guide and assist you anytime you need help. 

JenoP
Moderator

How can I add a bank account using the routing number and account number?

Hi contact-kainanis,

 

Hope you’re doing great. I wanted to see how everything is going about adding your bank in QBO. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at anytime.

 

Looking forward to your reply. Have a pleasant day ahead!

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