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robertelliotstud
Level 1

Can I have my business checking, personal (Trust Acct) checking, savings account and two credit cards all on the same QB account?

 
1 Comment 1
JaneD
Moderator

Can I have my business checking, personal (Trust Acct) checking, savings account and two credit cards all on the same QB account?

Yes, robertelliotstud.

 

You have the option to connect all your bank accounts to Online Banking or add them to your Chart of Accounts in QuickBooks Online (QBO). I'll show you how.
 

  1. Go to Accounting.
  2. Select the Chart of Accounts tab and click on New.
  3. Choose an account type in the Account Type ▼ drop-down menu.
  4. In the Detail Type ▼ dropdown, select the detail type best fits types of transactions you want to track.
  5. Enter the name of the bank.
  6. Once you're done, click on Save and Close.

You can read through this article for more details about adding an account in QBO.

 

In case you want to connect your bank to Online Banking, check out the Connect bank and credit card accounts to QuickBooks Online article. It will walk your through the detailed steps and a quick video tutorial for your guidance.

 

Once done, review your accounts in QBO to ensure they match your actual bank and credit card statements. You can check this article on how to reconcile an account.

 

We're always around if you have any other concerns. Have a good one.

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