Connecting a specific customer account to their own bank account to track and use
I don't think it can be done but I'm not that familiar with this aspect of what I was requested to do. We have a customer that we are processing their bank reconciliation under our company. Can I connect a bank account to that specific customer? Or do I have to set up a new company in QB? Inquiring minds would like to know. :)
Connecting a customer’s bank account and reconciling the transactions within your company can affect your books. I recommend, creating a separate file to ensure that everything is correct and avoid data issues in the future.
Here’s how to set up a new company file:
Open QuickBooks and click Create a new company.
Click Express Start (recommended for new users).
Enter all necessary information.
Select Create Company.
Get all the details into QuickBooks by clicking the Start Working button.