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Banking
Good afternoon, @meshmash.
Thanks for reaching out to the Community for support. I hope you're enjoying the day so far. I'm happy to lend a hand with your bank feeds using two accounts.
You're on the right track. You'll need to disconnect the current bank feed connection, then add the accounts as subaccounts. Once you have them set up as subaccounts, you can connect them both to the bank. One important thing to note, you'll need to ensure both accounts have the same login since it's the same bank. For example, you'd need both user names as meshmash, not meshmash1 and meshmash2. I've included some steps to help you disconnect the current account and add both subaccounts below.
- Open your Chart of Accounts and locate the currently connected account.
- Right-click on the account and hit Edit.
- Under the Bank Feed Settings tab, tap the Deactivate All Online Services option and Save and Close.
Now let's add the subaccounts.
- Add a main account, such as Main Bank.
- Add another new account, and check off the Subaccount of box and choose your Main Bank.
- Do the same thing with the second subaccount.
You can see Get started with Bank Feeds for QuickBooks Desktop for steps to connect the accounts.
That's all there is to it. Please let me know if you have additional questions or concerns. I'm happy to lend a hand. As always, feel free to reach out to the Community at any time. Take care and have a great day ahead!






