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Ironmanpe
Level 1
posted
‎March 01, 2021 05:48 AM
last updated ‎March 01, 2021 5:48 AM

Multiple bank feeds

Hi,

 

I have 2 banking accounts linked to my business. The original is a savings and the new one is a cheque account. The original savings account is linked to the QBO bank feed which i want to phase out and then link the cheque account. Can i link both accounts to the bank feed for a while and slowly phase the savings account out once I'm sure that no more transactions will be taking place in that account?

 

Thanks Carl

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Best answer March 01, 2021
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JenoP
Moderator
Moderator
‎March 01, 2021 11:03 AM

Multiple bank feeds

I'd be glad to help with your question about adding bank, Carl.

 

Yes, you can definitely link a second or both bank accounts in QuickBooks Online. Let me show you how:

 

  1. Go to the Banking menu and proceed to the Banking tab.
  2. Click the Link account button in the upper-right hand corner.
  3. Type in the bank's name or website and press Enter.
  4. Look for the correct bank or chequing account and click on it.
  5. Follow the same steps when you added the first account.  

 

Then, QuickBooks will automatically download the last 90 days of your banking transactions. You can also the steps in these articles on how to disconnect or delete the savings account if you will be using it anymore: 

 

 

Let me know if you have other questions. We're always here to help. 

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1 Comment 1
JenoP
Moderator
Moderator
‎March 01, 2021 11:03 AM

Multiple bank feeds

I'd be glad to help with your question about adding bank, Carl.

 

Yes, you can definitely link a second or both bank accounts in QuickBooks Online. Let me show you how:

 

  1. Go to the Banking menu and proceed to the Banking tab.
  2. Click the Link account button in the upper-right hand corner.
  3. Type in the bank's name or website and press Enter.
  4. Look for the correct bank or chequing account and click on it.
  5. Follow the same steps when you added the first account.  

 

Then, QuickBooks will automatically download the last 90 days of your banking transactions. You can also the steps in these articles on how to disconnect or delete the savings account if you will be using it anymore: 

 

 

Let me know if you have other questions. We're always here to help. 

Reply