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maleroomboutique
Level 1

When I attempt to link my bank account, the accounts listed are my personal ones and not my business account.

I contacted the bank and they advised to set the default for quickbooks as my business account. Even after that, only my personal accounts appear in the link list.

1 Comment 1
RazzieE
QuickBooks Team

When I attempt to link my bank account, the accounts listed are my personal ones and not my business account.

I appreciate your effort in contacting your bank, @maleroomboutique.

 

To begin, may i know what is the name of your bank? This will help me check for any ongoing updates with your bank and provide a direct solution.

 

When linking your account, make sure you're using the correct login credentials. If your bank provides a separate login or URL for business accounts, use that when connecting to QuickBooks. This helps ensure QuickBooks accesses your business account rather than defaulting to personal ones.

 

If you have follow-up questions, feel free to click the Reply button.

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