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Level 1

I have multiple bank accounts but can only show one in quick books

I have a few bank accounts I need to add into my quick books, I can see how I can have more than 1 bank account ? 

1 Comment
QuickBooks Team

Thank you for posting here in the Community, john.goddard...

Thank you for posting here in the Community, john.goddard.

I can help you add your other bank account in QuickBooks Online.

To connect your other accounts, you'll have to create a new one in your chart of accounts, then connect your bank from there. You must also have an online banking account to successfully connect this to QBO.

Here's how to create a new account:

  1. Go to the Gear icon and select Create a new account
  2. Click the New button. 
  3. The Account window opens.
  4. For the Detail Type drop-down menu, select Bank.
  5. Assign a name and all other information.
  6. Specify whether this is a sub-account of another account.
  7. Provide the Opening Balance of the account.
  8. Click Save and close.

Through the chart of account, here’s how to add your bank:

  1. Go back to your Chart of Accounts.
  2. Select the new account that you’ve created a while ago.
  3. From the View register (or Account history) drop-down, select Connect bank.
  4. Follow the prompts to connect your bank account.

If you have multiple accounts to connect with the same online banking credentials, you can repeat these steps for each account before moving to connect all of them at the same time.

Check this article on how to connect bank accounts and manage imported transactions for more information.

That's it. If you have any other questions or would like me to clarify anything else about adding your bank account, let me know by leaving a comment below. I'm always glad to help in any way I can.​ Have a good day.