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carolwhitey
Level 1

i need to add 2 checking accts

i need to add 2 checking acctsa to my QB

 

1 Comment 1
Ivan_G
QuickBooks Team

i need to add 2 checking accts

I'm delighted to assist you with your concern about adding two checking accounts in QuickBooks, Carol.

 

To verify, are you referring to linking your checking accounts associated with your online banking? If so, kindly follow the steps below:

 

  1. Log in to your QuickBooks Online (QBO) account.
  2. Go to the Transactions menu and pick Bank transactions.
  3. Click Link account and enter your financial institution's (FI) name or URL in the search bar.
  4. Input your Login information and Password in the designated fields. Then, press Continue.
  5. Choose the account you want to connect and select or add an account type from the Account type dropdown.
  6. Modify the Transaction range to be uploaded to QBO by selecting from the dropdown arrow. Please note that the data QuickBooks can pull up depends on your financial institution's policy.
  7. Hit Connect. Then, Done.

 

Furthermore, if there are missing transactions that you need to manage in the system, you can manually fetch them from your bank and enter them into QBO in a CSV file format.

 

However, if you mean adding your accounts to your Chart of accounts, please follow these steps:

 

  1. Go to the Gear icon and select Chart of accounts.
  2. Click New and enter the Account name.
  3. Pick an Account type and choose a Detail type accordingly.
  4. If you've selected Bank, Credit card, Liabilities, or Equity accounts, you'll need to enter its opening balance and the starting date when to track the account moving forward.
  5. Fill out the rest of the page accurately.
  6. Once done, hit Save.

 

Finally, I'll include this link to help you organize your transactions and designate them to accurate accounts in the system: Categorize online bank transactions in QuickBooks Online.

 

I'll be here if you have more questions about your checking accounts with QBO. Feel free to add a reply to this thread, and I'll ensure to provide you with accurate assistance.

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