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Experienced Member

need to connect two accounts into one

 
1 Comment
QuickBooks Team

Re: need to connect two accounts into one

Hello there, @400260862151821!

 

There are several scenarios you can consider before merging your two accounts as one in QuickBooks Self-Employed.

 

First off, if you're adding two accounts for your one bank account, you do so by following the steps below:

  1. Go to the Gear icon.
  2. Select Bank Accounts.
  3. Click Connect another account.

Once done, you'll have to turn on and off a certain account if you want your transactions to be downloaded into that account. Also, here's an article you can read to learn more about adding your bank accounts: Connect a Bank Account.


However, if you're adding two separate bank account as one, there isn't an option to do so. Bank accounts in QuickBooks Self-Employed have its own financial information so you're unable to merge them.

 

Lastly, I've also included an article that might help you in handling your future bank account transactions: Handle Duplicate Transactions in QuickBooks Self-Employed.

 

As always, you can leave a comment below or start a new thread if you have any other concerns. I'll be keeping an eye for your response.