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diedreanelson-gm
Level 1

How do i connect a business bank account to Quickbooks? it specifically said enter the username or number and then it says 'personal' automatically in the field

 
1 Comment 1
JessT
Moderator

How do i connect a business bank account to Quickbooks? it specifically said enter the username or number and then it says 'personal' automatically in the field

Hi there, diedreanelson-gm!

 

It's great to see you in the QuickBooks Community! Let me help you connect your bank account.

 

When you search for the bank name, be sure to select the link provided for your business account. Some banks provide links to different account types including personal accounts. This may be why you see the word “Personal” when logging in. You can still go ahead and try to log in, but if you can't connect, search for the bank again and try other links.

 

You can also check about uploading transactions. It's is a good reference if you need to upload older transactions.

 

If you need further assistance connecting your account, please let me know. I'm happy to help you again.